2025/03/18 12:00:002025/03/18 14:00:00America/New_YorkClass - Understanding wills, trusts, and estate planningClass - Understanding wills, trusts, and estate planningAmerican Realty - 1123 Church Street - Covington, GA
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Course Details
Understanding wills, trusts, and estate planning
LUNCH & LEARN - NO CE CREDIT
Lunch will be provided
Training for Real Estate Agents: Wills, Trusts & Estate Planning
Protect Your Clients, Grow Your Business!
As a real estate professional, you help clients make some of the most significant financial decisions of their lives—but what happens to those assets when life takes an unexpected turn? Understanding wills, trusts, and estate planning is essential to guiding your clients in protecting their investments and securing their legacy.
Join us for this power-packed training where you'll learn:
The role of real estate in estate planning
How wills and trusts impact property transfers
Key strategies to help clients avoid probate
Estate planning red flags that could delay transactions
How to position yourself as a trusted advisor in real estate & legacy planning
Equip yourself with the knowledge to serve your clients better and differentiate yourself in the market!