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ILS Legacy

Wealth Transfer Planning

"Estate Plan Drafting in Wealth Transfer Planning in Decoupled States" - This webinar is recommended for all users of Wealth Transfer Planning Legacy version in Decoupled States. The webinar covers the preparation of Wills, Revocable…

Retirement Benefits Planning

This webinar is recommended for all users of Retirement Benefits Planning. The webinar provides an overview of the documents included in Retirement Benefits Planning. It covers the basic functionality of the interviews for those documents,…