2024 Best Practices for Foundational Estate Planning Documents: What Every Advisor Should Know

As a financial advisor, you don’t need to know how to draft legal documents like trusts and wills yourself – but understanding the basics of how they work and flags to look out for is important. This foundational understanding can enable you to add huge value for your clients.

In this webinar, you’ll learn:

• the building blocks of quality estate planning documents
• the role templated docs can play in modern estate planning
• how Vanilla document builder can deliver clients top-notch, flexible trusts and more

Prior to founding Accelerant Law, Dana practiced in the Trusts & Estates and Private Client Services Departments of Arnold & Porter Kaye Scholer LLP and Proskauer Rose LLP in Washington, D.C. Dana is a nationally recognized speaker and an author of numerous publications on wealth transfer planning and business succession planning.