THE RELAX Estate Community
Welcome to the Relax Estate Skool Community, where you’ll find training, resources, and a network of peers to help you scale your business. Inside, you’ll learn how to sign in, introduce yourself, celebrate wins, and access classroom modules that walk you through the trust process step by step. This community is designed to keep you engaged, supported, and fully equipped to guide your clients with confidence.
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The Trust Map: Navigating Every Document
This course is your guided tour through the entire trust package.
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How to Create a Trust
This course is a step-by-step guide on how to create a trust using the RELAX Estate platform.
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After Your Trust: What’s Next
This course is a step-by-step guide on how to create a trust using the RELAX Estate platform. Inside, you’ll find detailed videos walking you through every stage—from entering your personal information, adding beneficiaries, and assigning trustees, to funding your trust and finalizing documents like the Pour-Over Will and Power of Attorney. By the end, you’ll have the knowledge and confidence to build a complete, legally valid trust through RELAX Estate.
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The RELAX Estate Coaching Call Replays
The RELAX Estate Coaching Call Replays give you chronological access to every past session, including our monthly calls held on the last Wednesday of each month. Inside, we share best practices, explore AI-powered estate planning, and discuss strategies to grow your business, add client value, and create new income opportunities. Use this replay library to engage with ideas, collaborate, and scale with confidence.
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THE RELAX Estate Onboarding Calls
The RELAX Estate Onboarding Calls are designed to guide new members through the process step by step as they join the platform. These sessions cover everything from setting up accounts to learning how to onboard your own clients and import estate planning. We provide resources, answer questions, and coach you through the process so you feel confident using the platform and delivering value right away.
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