Business Partner Program

Webinar Toolkit

Estate Planning Webinar Toolkit is designed to promote your Estate Planning service offering. All material is downloadable and editable. Simply download to your computer and modify as needed. Add your logo, picture, contact information, whatever you want that will best communicate your service offering to your clients.

Estate Planning Webinar Toolkit Page

The proprietary webinar/seminar toolkit is designed to make it easy for you to promote your estate planning services. The webinar PowerPoint presentation can easily be downloaded and customized with your logo and contact information. If you feel uncomfortable on camera or speaking in front of people, use our pre-recorded webinar.

Our Estate Planning Toolkit includes:

  • Webinar Outline
  • Step-by-Step Process
  • Webinar PowerPoint Presentation
  • Client Workbook
  • Our 30-Minute Estate Planning Pre-Recorded Webinar. For those who don’t want to get in front of a camera.

You must be a registered user to gain access to these materials.

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