Professional Education

The First Steps Help Professional Education Program provides attendees with

information and the tools needed for handling financial matters after the death of a

loved one. The presentation is designed for financial professionals that want to better

serve clients in a time of need, retain current business, and gain new business. The

presentation and materials are full of checklists, tips, and other resources that are

helpful to a person dealing with a decedent's financial matters.

What is included in the First Steps Financial Professional Education

Program?

• 90-minute educational presentation for bankers and financial about how to work with clients after a loss. 
• A copy of First Steps Workbook for each attendee
• One year of free access for professionals and their clients to the First Steps Online curriculum
• One year of free access for clients to First Steps Webinars

Law firms are often asked to help clients with matters that fall outside of probate. First Steps offers a way to help law firms provide their clients with the information needed to handle a variety of financial matters after a loss. 

What is included in the First Steps Law Firm Solution?

• 10 copies of First Steps Workbook for each attendee
• One year of free access for professionals and their clients to the First Steps Online curriculum
• One year of free access for clients to First Steps Webinars

Shane Phillips is available for in person group client presentations about how to better prepare and get organized from a financial perspective before a person passes. Presentations are custom tailored to needs and goals of the sponsoring organization.