Platform & Drafting Foundations
Get familiar with the core structure of the platform and the fundamentals of drafting estate planning documents in Agile.
Platform & Drafting Foundations
Get familiar with the core structure of the platform and the fundamentals of drafting estate planning documents in Agile.
- How is Agile Estate Planning Organized?
- What are the main Estate Planning Package Structures? (Mirrored, Separate, and Joint Trust Models)
- Drafting Workflow: Why the Interview Must Be Completed in Order
- Drafting Philosophy: Plain Language, Structural Precision, and Personalization
- Estate Plan Summaries: Helping Clients Understand Their Plan