Onboarding Session: Get fully set up with Estate Planning + Advanced Reporting
Your onboarding path
Book the sessions that align with the products you’re using. Each session is designed to help you get up and running quickly and confidently—whether you’re focused on estate planning, advanced reporting, or both.
Choose the sessions that are most relevant to your workflow and goals.
Session 1: Estate Planning in Practice
This session is focused on how to seamlessly bring estate planning into your day-to-day workflow.
We’ll walk through:
- How to guide clients through trust and document creation with clarity and confidence
- Natural ways to introduce estate planning into client conversations
- How to use Ester to review existing plans and identify gaps or opportunities
- Where advisors are seeing the most traction—and how to replicate it
The goal: You leave ready to confidently start the conversation and deliver meaningful value from day one.
Reserve your spot today.
Session 2: Turning Insights into Client-Ready Deliverables
- How to create reports that drive understanding—not just present data
- What to highlight in client conversations to keep things focused and actionable
- How to use reporting to consistently reinforce your value
- Simple ways to build this into your ongoing workflow
The goal: help you tell a clearer, more compelling story your clients will remember.
Reserve your spot today.
Trusted Estate Planning Solution for the Industry’s Leading Firms
