Latter-day Saints Estate Planning Webinar

When you advise members of the Church of Jesus Christ of Latter-day Saints, you must approach estate planning with a deep appreciation for the interplay of doctrine, culture, and individual agency. Your work is not only about estate planning and financial legacy, but also about honoring spiritual, intellectual, and social values that shape your client’s vision for their family and community. This webinar synthesizes key principles, practical recommendations, and drafting insights for serving Latter-day Saint clients at the highest professional level. Your first responsibility is to seek understanding. Latter-day Saint clients value advisors who respect their beliefs and take time to learn about their faith. The principle of “seek first to understand, then to be understood” is foundational in Latter-day Saint culture and is reflected in the writings of Stephen Covey. This approach is essential for building trust and crafting plans that truly reflect your client’s beliefs and aspirations. Join us for this practical, insightful and perhaps inspirational look at estate planning through a special lens.

Speakers: David Grant, Esq. and Martin Shenkman, Esq.