Build an estate planning career with training and team support.
CSG Advisory welcomes people who want to help families and business owners plan ahead. You bring trust, discipline, and relationship-building ability; the team provides training, guidance, and Rockwills service support.
This is for people who want to advise, educate, and build long-term trust.
Estate planning is a serious conversation. The right person must care about families, documentation, and follow-through.
What you build with CSG.
You are not just introducing products. You are learning how to explain Wills, trusts, custody, trustee support, and estate administration in a way clients can understand.
Training pathway
Learn the estate planning conversation, document flow, and client education approach through structured Rockwills and CSG support.
Team environment
Work with a team that can guide your learning, client meetings, and client support.
Practical client education
Use seminars, webinars, presentations, and real case conversations to help clients understand why planning matters.
Professional growth
Build a career where clients know you for clear advice, careful planning, and reliable service.
Start with a conversation, then decide whether to apply.
Tell us about your background, location, current work, and why estate planning interests you. If there is a fit, we can explain the Rockwills Estate Planner pathway and application process.