LightYear Docs - Platform Webinars

16 September 2020 - A real life estate planning interview with Grant Abbott quick, fast and sophisticated

In this session Grant Abbott from Abbott & Mourly, along with lead partner Tony Anamourlis look at how to conduct a successful estate planning interview. To show how it is done they provide a "real life" case study.

 

How to do the Estate Planning Interview with Ease and Success