Estate Planning Basics - Module 3 (Canadian)

  • 14 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Estate Planning Basics Module 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. Read More

  • Share This Course

Overview

  • Learning Objectives

What is a Will?

  • Last Will and Testament

  • Identifying the Legatees

  • Types of Gifts in a Will

  • How Assets Pass

  • Dying With or Without a Will

  • Features of a Good Will

Cases of Insufficient Wills

  • Wills: Three Cautionary Tales

  • Homework I

  • Elvis Presley's Exemplary Will

  • Homework II

Probate Estate

  • What Triggers a Probate Estate?

  • Titling of Assets and Probate Considerations

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Estate Planning Basics Module 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. This module shares three examples of insufficient wills and more about the probate process. 

Estimated Completion Time: 2 hours

Featured Resources: 

    Articles

Customers Review

0.0 out of 5

0 customer ratings

  • 5 Star
    0
  • 4 Star
    0
  • 3 Star
    0
  • 2 Star
    0
  • 1 Star
    0