User tutorials

Led by Jordan Atin, co-founder of eState Planner, these 30-minute CPD-accredited sessions cover a new functionality of eState Planner each week.

September 19 2023, at 12:30 pm ET

Charity beneficiaries in eState Planner

Sign up for our next user tutorial to learn about our latest feature designed to help users create complex insurance trusts with eState Planner.


This interactive session is designed to help eState Planner users make the most out of the software.

eState Planner's CEO, Jordy Atin, shares a different feature highlight each week, then hosts a Q&A for all product-related queries.

Attendees will earn 15 minutes of Professionalism CPD credits after each session.

By signing up for this webinar, you agree to it being recorded and shared.

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