How to Roll Out Document Creation to Clients and Review Existing Estate Plans with Ester AI
This session is focused on how to seamlessly integrate estate planning into your day-to-day workflow.
We’ll walk through:
- How to introduce estate planning into client conversations
- How to understand the client document creation experience
- How to use Ester to review existing plans and identify gaps or opportunities
- Best practices for those who have already implemented estate planning in their practice
The goal: You leave ready to confidently invite a client to create their estate plan or review an existing document.
Reserve your spot today.
Trusted Estate Planning Solution for the Industry’s Leading Firms
