Estate Planning
The Estate Planning Basics course 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 three modules review the process and decision-making involved in setting up an estate plan, including evaluating the intent of the grantor 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.
Program Outline
Required
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
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$7,000
Group: 2-10 Users
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- 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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