Estate Planning Basics
Estate Planning Basics consists of three progressive learning modules. It begins with an exploration of estate planning phases and goals inherent in the estate planning process. Participants will delve deeper into understanding triggering events that can significantly impact estate planning, considering external factors like changes in tax laws, economic downturns, and the influence of family culture. Beyond examining the critical documents of estate plans including power of attorney, living wills, healthcare power of attorney, and advanced directives, students will comprehensively examine all the aspects of the estate planning process, including the crucial decisions that must be made throughout.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapter from Estate and Trust Administration for Dummies, 2nd ed. by Margaret Atkins Munro, EA and Kathryn A. Murphy Esq.
- Sample Estate Planning documents
- Downloadable resources
- Optional text narration
- Seven applied learning homework assignments
- Five podcast videos & video excerpts from the awarding winning film The Descendants
Program Outline
Estate Planning Basics
Estate Planning Basics discusses both the financial and emotional aspects of estate planning and reviews the key documents that can be part of an estate planning strategy. The modules review the process and decision-making involved in setting up an estate plan, including evaluating the intent of the settlor and planning for fairness and equity over generations. This course highlights using wills and uses cases to demonstrate the importance of having a clearly defined will.
Pricing
$1,400
Individual: 1 User
- Access to 3 Modules
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- 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 course is designed to take 1-4 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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