Estate Planning 101
REQUIRES: GOLD or higher membership. This self-paced online course covers the basics of foundational, comprehensive estate planning for California residents, including a quick introduction to some advanced topics.
California CCW Online Review Course
REQUIRES: FREE or higher membership. DO NOT CONFUSE THIS ONLINE COURSE WITH OUR LIVE CCW CLASS. This online course is optional, designed for review and exam purposes, and is not a substitute for attending our live course for the California License to Carry a Concealed Weapon (CCW).
Do I need to update my estate plan?
REQUIRES: FREE or higher membership. This quick course will help you gauge whether it is time to meet with a qualified attorney for comprehensive review of your estate plan. REWARD BONUS: Upon completion, contact our office to receive special voucher good for two full days of training (your choice of pistol, rifle or shotgun) at […]
Code Review
Review of code relevant to estate planning. Requires GOLD or higher membership; call for access.
Free to Advisors
