Estate Planning:
Helping Clients Prepare for the Unexpected
As real estate agents, we help clients make some of the biggest financial decisions of their lives. But helping clients buy or sell a home is only one part of the equation.
In our upcoming webinar Estate Planning: Helping Clients Prepare for the Unexpected, Jim Burch, Owner and CEO of Easy Legal Planning, will discuss the role trusts and estate planning play in protecting families, preserving assets, and preparing for the unexpected.
Whether your clients are growing their families, caring for aging parents, planning for retirement, or simply looking to protect what they've worked hard to build, understanding these conversations can help you become a more valuable resource and trusted advisor.
Jim will cover common estate planning misconceptions, the importance of having the right documents in place, and how agents can help clients think beyond the transaction when planning for the future.
Join us on Tuesday,Ā June 16th atĀ 11:00am MDT to learn how you can provide greater value to the families you serve.
LIVE training on Tuesday,Ā June 16th, 2026 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,Ā
Owner and CEO of Easy Legal Planning
Jim, the owner and CEO of Easy Legal Planning, brings over 20 years of experience to the table, making him a true expert in his field. He has a remarkable ability to explain complex concepts in a simple, relatable way that anyone can understand. Known for his engaging speaking style, Jim can turn even the topics of death and taxes into a party. He holds a Marketing degree from the Woodbury School of Business at Utah Valley University. When heās not on the phone with clients, you can find him spending time with his family or enjoying a round of golf on the scenic courses of Southern Utah.
