Estate planning isn’t just for the wealthy

It’s about protecting families, reducing stress, and ensuring wishes are honored when it matters
most.

Yet many families, and even many advisors, don’t fully understand:

• What happens if there is no estate plan
• How assets are distributed without one
• Who makes decisions if someone is unable to make them for themselves
• The impact on spouses, children, and loved ones
• Help families avoid unnecessary probate delays and expenses

As an agent, you are often the first financial professional clients turn to for guidance.
Understanding the fundamentals of estate planning allows you to serve families more
confidently, including your own.

During this live, foundational training session, we will walk through:

✅ Why estate planning matters for every family
✅ The essential components of a basic estate plan
✅ Common misconception and risks families face
✅ How to introduce Estate planning conversations naturally
✅ How EstatePlan Solutions supports you and your clients

This session is educational and designed for agents at any level, no prior estate planning
experience required.

Every two-week live training sessions are held on Thursdays

Once registered, you will receive a confirmation email with the specific date, time, and Zoom link
for the upcoming session.

After registering, please check your inbox (and spam folder just in case) for your confirmation
email with session details.

We look forward to helping you strengthen your understanding of estate planning and better
protect the families you serve.