Live estate planning, twice monthly
Learn from the Experts. Every Two Weeks.
A live 60-minute session with estate planning experts, held twice a month. Real topics, real cases, real insights — exclusively for TrustPal community members.
Open Session
Open to all community members. Each session covers practical estate planning topics — from trust structures to client conversations — with time for open Q&A with the expert.
AEPP Session
Exclusively for AEPP® students and graduates. Sessions go deeper into certification-relevant topics, case applications, and advanced planning concepts to sharpen your practice.
How to join?
Already enrolled in AEPP®? Join the AEPP Session for content tailored to your learning journey. Not yet an AEPP® student? The Open Session is your starting point — practical, accessible, and relevant to any adviser.
Session length
Meeting cadence
Live & Interactive
What You'll Gain
Real Case Exposure
Work through real-world finance and real estate scenarios. You will see how deals are structured, what challenges arise, and how practitioners navigate them.
Expert Q&A
Bring your questions and get direct answers from experienced estate planning professionals in a live setting.
Peer Learning
Learn with learners who are building toward similar goals. Compare approaches, hear what others are testing, and pick up patterns and shortcuts you might miss when learning on your own.
Practical Insights
Turn concepts into decisions you can use in your work and investing. Walk away with ideas and frameworks you can apply immediately in your advisory practice.
Details / Session Format
";Your TrustPal community membership includes access to all Masterclasses, Business Hours, an active peer forum, community discussions, and exclusive industry events. Business Hours is one of the flagship benefits, a live, expert-led session held every two weeks, designed to keep you sharp, connected, and ahead in your estate planning practice.
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Cadence and structure
";Sessions run every two weeks on a consistent schedule. Each 60-minute session follows a focused format: topic introduction, expert-led discussion, real case walkthrough, and open Q&A.
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Exclusive member access
";Business Hours is a benefit reserved for active TrustPal community members. Access is kept exclusive to maintain a focused, high-quality discussion environment.
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Your next level starts with the right community
