Estate Planning: Preparing Your Will

Synopsis
Estate Planning: Preparing Your Will provides an introduction to wills and trusts.

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

Time
3 hours

Product Code: EPLC03

After completing Estate Planning: Preparing Your Will the user should be able to:

Describe the disadvantages of dying without a will

Explain the function of probate court

Identify the main parts of a simple will

Create a distribution plan of his or her assets

Distinguish between the functions of a will and a trust

Select a trustee

Recognize the relative benefits of different types of trusts

Why Have a Will?
Dying intestate is about as bad as it sounds

Estate exceptions

How the state determines your heirs

The state specifies the guardian too

The Simple Will
Determining legal residence

Introduction to the simple will

Distributing Your Assets
Distributing your worldly goods

The specific devise

The residuary devise

Introduction to Trusts
Who needs a trust?

Trust lingo

Selecting a trustee

Trusts and Wills
Comparing trusts and wills

Who does not need a trust?

The testamentary trust

Living Trusts
The living trust

Funding the living trust

Downsides to the living trust

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

Estate Planning: Starting an Estate Plan (EPLC01)

Estate Planning: Sorting Out Your Assets (EPLC02)

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.