Estate Planning Basics - Module 2
Estate Planning Basics Module 2 introduces estate planning as both an efficient and effective means of passing along property. The module reviews the key estate planning documents utilized in an estate plan, including providing a sample power of attorney for personal care and a sample power of attorney for health care. This module also discusses the power of leaving a legacy and the story of Alfred Nobel.
Estimated Completion Time: 3 hours
Featured Resources:
Articles/Books
- Heritage Trust estate planning roadmap - "Heritage Trust: Before It's Too Late: The Estate Organizer Guide for Canadians, 2nd Edition" by Cindy Radu
- Sample of an enduring power of attorney for personal care for Ontario
- Sample power of attorney for finances
Videos
- Podcast from Cindy Radu entitled, "Get it Together: What you Need to Know to Organize Your Estate"
- Podcast from Dr. Katie Spencer entitled, "Crafting Legacies, Unveiling Personal Narratives-The Tamarind Learning Podcast"
- Podcast from Iris Wagner entitled, "Family Lore, Wisdom, and Values: Transformation with Ethical Wills"
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
