#94 Your Testamentary Trust Precedents Are Gathering Dust

You invested in new testamentary trust precedents. You skimmed the welcome email. And then... life happened. If your testamentary trust precedents are still sitting in your inbox (or you've forgotten where you saved them), this episode is for you. In this practical episode, I walk you through exactly how to get started with your Art of Estate Planning precedents, from setting them up in your practice management system to testing your first will. We also explore the resources available to support you and I'll give you the kick up the butt that you didn't know you needed. I promise, it's much easier than you think.