Practitioner™ for Trusts & Estates Live Webinar
Wednesday, December 7, 2022, 12:00 - 12:30 pm PST

Get a live walkthrough of Practitioner™ for Trusts & Estates during our live webinar on Wednesday, Dec. 7

See how Practitioner can fit into and enhance your Trusts & Estates practice. We’ll take you through all the current Workflows and How-To Guides, Strategy Notes, Charts & Checklists, and Standard Documents you’ll have access to when you upgrade to Practitioner. Then we’ll walk you through a common scenario to show you how this tool can actually make your practice more efficient.

And of course there will be plenty of time to answer all the questions you may have.

Need help deciding?

1 (800) 232-3444

Mon-Fri 7:30am-5:00pm (PST)