About Education PALS Summit Membership Partners Contact

Estate Organization

$600

Non-Member Price

  • Get the tools you need to start offering Estate Organization right away
  • Add a line of revenue to your business and real value for your clients
  • Self-study course, so you can take it at your own pace and on your own schedule
BUY NOW

Give Your Clients Peace of Mind: Introducing PALS Estate Organization

Add a service line to your business by helping clients think through non-traditional aspects of estate planning and get their documents in order!

Expert Knowledge

Gain insights from industry professionals with years of experience in estate organization.

Practical Solutions

Get the resources you need to be able to serve clients immediately.

Build Your Business

Discover strategies to build a robust pipeline for after loss clients.

Unlock new revenue streams and position yourself as an expert.

By adding Estate Organization to your repertoire, you're using your knowledge to help clients avoid common mistakes in estate planning and put together a comprehensive plan before the end of their life. Meet a growing demand and position your brand as a trusted partner in the end-of-life space!