Don’t Overpay for a Trust
The $695 Solution to Estate Planning
As real estate agents, we guide clients through one of the biggest financial decisions of their lives—but what happens after the closing table matters just as much.
That’s why we’re so excited to bring you our next webinar…
"Don’t Overpay for a Trust: The $695 Solution to Estate Planning" featuring Jim Burch, Owner and CEO of Easy Legal Planning.
In this month’s webinar, Jim will share the estate planning basics every agent should understand—and how to help your clients protect what they’ve worked so hard to build.
You will learn how to...
✅ The differences between a trust and a will
✅ Why a signature is everything in estate planning
✅ What a Revocable Living Trust is
✅ How to ensure a trust is properly funded
✅ What goes into creating a complete estate plan
...and more!
Join us on Tuesday, June 10th at 11:00am MDT to start bringing your clients lasting value beyond the transaction!
LIVE training on Tuesday, June 10th, 2025 11:00 AM MDT
REGISTER NOW
HEY THERE,
We're Heather & Kat
We're marketing experts and also lead a successful real estate team in Salt Lake City! Over the last 20 years we've tested what really works when it comes to building a memorable real estate brand. We've packaged our best ideas and designs into a thoughtful Marketing Suite delivered to real estate agents monthly!
We also enjoy hosting free trainings (like this one) to provide value to our community and connect with likeminded agents who are looking to grow their skills, mindset and income. We believe in 'abundance' and leveling up together.
MEET OUR GUEST,
Jim Burch,
Owner and CEO of Easy Legal Planning
Jim is the Owner and CEO of Easy Legal Planning, with over 24 years of experience in estate planning. As a frequent guest on the popular Retirement Nerds social media channels, his videos have earned over 1.5 million views thanks to his ability to make complex legal topics—like trusts, probate, and tax planning—clear, simple, and even entertaining. Jim holds a marketing degree from the Woodbury School of Business at Utah Valley University and is especially skilled at helping families and real estate professionals ensure property is transferred smoothly and securely. When he's not speaking with clients or sharing insights online, Jim enjoys golfing on Southern Utah’s scenic courses and spending time with his family.
