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Wealth Docx® Orientation Part 1
This series is a basic introduction to Wealth Docx® online. New Wealth Docx users and existing users who are migrating from the desktop version of Wealth Docx are encouraged to attend. This session will cover everything from accessing the drafting features online, an introduction of the interview layout, and other views to a brief look at some advanced features. This session will provide users the training needed to start drafting and assembling your own estate plan.

Dec 2, 2020 12:00 PM in Eastern Time (US and Canada)

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