Estate Planning Basics
Estate Planning Basics helps you build confidence in understanding how estate plans change over time, develop competence in identifying the factors that shape them, and strengthen your credibility as a family member or fiduciary who understands the broader context. While estate planning includes organizing legal documents, it also helps preserve family relationships, honor the intentions of previous generations, and prepare loved ones for unexpected changes.
Learning Objectives:
- Map out an estate plan timeline based on a family’s current phase and goals, identifying appropriate strategies for each stage of life.
- Evaluate how external forces (tax law changes or family dynamics) might influence or disrupt an estate plan, and propose adaptive strategies.
- Design an estate planning approach that balances long-term control with flexibility, using real or hypothetical family scenarios.
- Articulate a values-based narrative around estate planning that prioritizes generational well-being and legacy, not just financial outcomes.
- 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
