Licensed Software Agent Quick Start Training
Basic Training Boot Camp
Using the software is as simple as TurboTax. These are the two sections of the Estate Plan that you need to learn.
How To Use The Software
How To Fund The Trust
Forms & Info To Get Your Client Started
Data Form - click here
Assets & Liabilities Form - click here
Seven Key Decisions - click here
Estate Planning Checklist - click here
The Software Concierge Program
The software concierge program is an easy way for your get real-time training with one of our experienced software concierges. This is similar to "riding along" with an experienced agent.
If you want to use one of our software concierges to work with one of your clients, you can book them on your client's calendar for a zoom call. They will take the client over and will work with them directly to complete their estate plan. You will be on all the zoom calls so you can learn what to do with future clients.
If you would like to speak with one of our software concierges about this program, click on this link:
https://calendly.com/kewilliams
Marketing and Training Materials
Getting started with your new web portal - click here
Doing your own estate plan and logging in as a client - click here
Download the training manual - click here
Marketing Script - click here
Generic Landing Page to Send To Your Clients
Use this landing page to send information to your clients. It does not have any phone number or email or contact page on it so your client will need to go back to you to get signed up.
Workshop-In-A-Box
A turn-key system to fill up live workshops with client prospects
The PowerPoint
Download the PowerPoint v1 - click here
Example Video - click here
Download the PowerPoint v2 - click here
Example Video - click here
Share Link: https://epdocs.info/estateplanning101
Bookmark the Marketing Materials Dropbox Folder - click here
This contains the email drip campaign, all the marketing PDF's where you can customize it with your name and contact info etc. Please click on it link and make sure to book mark it.
Bookmark the Documents Download Webpage - click here
Marketing Videos to Send to Prospects
Overview of EP Documents: https://epdocs.info/epdocsoverview
Wills vs. Trusts: https://epdocs.info/willsvstrusts
EP Documents Software: https://epdocs.info/epdsoftware
Estate Planning 101: https://epdocs.info/estateplanning101
Four Reasons Why Probate Sucks!: https://epdocs.info/probatesucks
PowerPoint Slide to Add to Your Flip Book - click here
If you haven't completed the administrative steps, here they are:
1) To purchase the software license ($49.95/Mo) - Click Here
2) Download a warm market script to approach your
clients/family/friends - Click here
3) Here is a generic landing page that you can send clients to
and there is no contact info on it so they will always have to go back to you:
