Estate Planning: Starting an Estate Plan

Synopsis
Estate Planning: Starting an Estate Plan provides an introduction to the terms and resources needed to begin preparing an estate plan.

Audience
This course is for anyone who is interested in learning more about estate planning.

Time
2 hours

Product Code: EPLC01

After completing Estate Planning: Starting an Estate Plan the user should be able to:

Define the most commonly-used estate planning terms

Determine the goals of his or her estate plan

Choose members of an estate planning team

Take inventory of the estate's assets

Compare the different types of property ownership

What Is an Estate?
Assets liabilities and responsibilities

Your estate plan

Your will

Looking Ahead
Why many of us don't plan

The importance of looking ahead

Putting it all together

Getting Started
What should your goals be?

Starting now

Your estate planning team

Finding team members

Taking Inventory
Tangible intangible and real property

Where do you keep your papers?

Don't put your will in the box!

Joint Property
Joint tenancy

Tenancy by the entirety

Tenants in common

Community property

Separate property

This course has the following features:

Exercises that allow users to practice the skills needed to prepare an estate plan

A file containing the text of the exercises

A file containing the text of the legal documents presented in the course

Activities that allow users to apply concepts in an interactive questioning environment

A glossary

A Skill Assessment

Get more out of your Software
Improve your Skills
Prepare for Certification
Save time every time and reduce frustration.

Our online training material lets you:
TEST your skills
LIST the areas where you need additional training
Take lessons that TEACH SKILLS to improve these areas
Tests your skills again

NO HIDDEN CHARGES.
NO SETUP or SHIPPING CHARGES.
NO ads or banners in the training material.
No selling of your personal information, no email lists.
Just 100% Quality Training at one low price.

Repeat the courses as often as you need, you have 12 months of unlimited access and can view your scores anytime so you can easily track your progress.

Our training is tested and guaranteed to provide RESULTS and save you TIME.

All courseware is online 24 hours a day.
Our courseware is optimized so content delivery is fast even with a 28.8 modem connection.
If you can get on the Internet you can access the training, ANYWHERE, ANYTIME.