Earn Income

Learn how to get paid to identify clients in need of estate planning assistance and send them to a trusted attorney.

Stand Out from Competitors

Set yourself apart in the real estate market by offering additional value and services to your clients.

Grow Your Business

Join professionals nationwide in expanding their business and providing crucial estate planning, tax advising and asset protection services to clients.

About the Course

Become a Certified Estate Planning, Tax and Asset Protection Advisor (CEPTA) and enhance your professional services by helping clients secure their assets through proper estate planning, tax planning and asset protection planning. This program will equip you with the knowledge to identify estate planning, tax and asset protection needs, refer clients to an trusted attorney, and earn supplemental income. Stand out in the industry, add value to your business, and ensure your clients' peace of mind. Take the class, get certified, and get paid.

About the Creator

Grant Van Der Jagt is an attorney dedicated to helping professionals like you safeguard their clients' assets through tax, asset protection and estate planning. Join him in this program to elevate your business, increase your income streams, and provide essential planning services to your clients.

Curriculum

10 Chapters · 11 Lessons

  1. 1

    Introduction to Estate Planning

    1. 1. Welcome and Introduction Free preview
  2. 2

    2. Estate Planning Essentials

    1. (Included in full purchase)

      2. Estate Planning Essentials

  3. 3

    3. LLC Pitfalls - Unseen Risks

    1. (Included in full purchase)

      3. LLC Pitfalls - Unseen Risks

  4. 4

    4. Advanced Trust Concepts- Meet the IDIT

    1. (Included in full purchase)

      4. Advanced Trust Concepts- Meet the IDIT

  5. 5

    5. Your Role as Certified Advisor

    1. (Included in full purchase)

      Your Role as Certified Advisor

  6. 6

    6. State Trust Law Advantages

    1. (Included in full purchase)

      6. State Trust Law Advantages

  7. 7

    7. Taxes & Life Insurance

    1. (Included in full purchase)

      7. Taxes and Life Insurance

  8. 8

    8. Course Review & Next Steps

    1. (Included in full purchase)

      8. Course Review & Next Steps

  9. 9

    9. Conclusion

    1. (Included in full purchase)

      9. Conclusion and Invitation to Engage

  10. 10

    Final Exam

    1. (Included in full purchase)

      Final Exam (70% Required to pass)

    2. (Included in full purchase)

      10. Let's Get Started!

Enroll Now and Offer More than Transactions

Join the program, get certified in a few hours, and start providing peace of mind to your clients. Expand your services, increase your income, and become a Certified Estate Planning, Tax and Asset Protection Advisor today!

$500.00

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