Whether you’re just getting started with Trustate or looking to maximize your efficiency, our live training sessions are here to help. Join a group session that fits your needs and get expert guidance in real time!
Founders' Sessions: Onboarding & Drafting
Onboard and start drafting with the Trustate Founders! Join Tara and Leah for live sessions every Tuesday, Wednesday, and Friday. The first 30 minutes will be onboarding with Tara, then stick around for 30 minutes of live estate plan drafting with Leah. Come for the full hour or drop in for the part you need.
Planner-to-Planner
Estate Planning Review & Cross-Check: Sign up for your 15-minute private session. One-on-one review sessions with your firm’s estate planning documents. Better documents mean better outcomes for your clients and your business.
Fridays, 15 minutes