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 course explores how, through estate planning, grantor’s may express their intention around what they leave to beneficiaries. This module also explains the critical documents to estate plans including power of attorney, living wills, healthcare power of attorney, and advanced directives.
Estimated Completion Time: 3 hours
Featured Resources:
Articles
- Sample Power of Attorney
- "Heritage Trust: Before It's Too Late: The Estate Organizer Guide for Canadians, 2nd Edition" by Cindy Radu
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
