Where Advisers Come To Get Serious About Estate Planning
Estate Planning Academy helps existing estate planning advisers build their business, their revenue and their value to clients while showing new advisers how to add this vital service into their offering.

12 Video Modules
Video content is available on demand to consume in your own time at your own pace.

Group Q&A Coaching Calls
Monthly group coaching calls keep you on track and allow you to access the wisdom of the Estate Planning Academy community.

Advanced Estate Planning
Estate Planning Academy graduates have access to further advanced estate planning content and unique business opportunities.
Join The Waitlist!
Estate Planning Academy is not enrolling new members right now. Add your details using the form below to be added to our waitlist and you will be the first to hear about the next opportunity to join.