Learn why leading firms trust our attorney-led estate planning software–
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Our community, hosted on Slack, is a private space where financial advisors & planners across the country can connect, share what they know, and grow alongside peers who are adding estate planning into their practice.
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Legal Office Hours: Joining our community unlocks monthly office hours with our Chief Legal Officer, CJ Eagar. You ask the questions, we'll bring the expert.
Peer-to-Peer Access: Learn and communicate with peers like you who are already having success with estate planning as part of their practice.
Direct Marketing Access: Gain access first to all webinars, podcasts, 1-pagers, guides, articles, and quarterly marketing Q&A before they are public.
Product Feedback: Get monthly access to our VP of Product, provide feedback, and watch your voice shape our product roadmap.
Plus so much more.
No soliciting or selling products, services, partnerships, or endorsements in public channels, private messages, or emails.
The sharing of product screenshots, recordings, or any confidential content outside the community will result in being removed.
Anyone not licensed as an attorney offering legal advice will be removed. Questions and experiences about UPL are highly encouraged.
Posting content or using vulgarity, harassment, or commentary that demeans others is not permitted.
This is a professional space created for you and advisors alike, here are some guidelines we will uphold.
Join a space where experts connect, share, and grow together. Our team reviews and verifies that each of our joining requirements are met before granting access. Any violation of our process or guidelines will result in removal.
Our community uses Slack to host all member communication. We chose this because Slack organizes conversations into topics, making it easier to find conversations that you want to join. You can use Slack on your computer or download the app on your phone. If Slack is new to you, our team created a guide just for you. Once you join, this guide walks you through Slack as a new member.
