Estate Planning Basics - Module 3

  • 14 Lessons

  • Duration

    2 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Estate Planning Basics Module 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. Read More

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Overview

  • Learning Objectives

    1 Minutes

What is a Will?

  • Last Will and Testament

    2 Minutes
  • Identifying the Legatees

    1 Minutes
  • Types of Gifts in a Will

    5 Minutes
  • How Assets Pass

    3 Minutes
  • Dying With or Without a Will

    3 Minutes
  • Features of a Good Will

    7 Minutes

Cases of Insufficient Wills

  • Wills: Three Cautionary Tales

    16 Minutes
  • Homework I

    30 Minutes
  • Elvis Presley's Exemplary Will

    18 Minutes
  • Homework II

    30 Minutes 1 Seconds

Probate Estate

  • What Triggers a Probate Estate?

    3 Minutes
  • Titling of Assets and Probate Considerations

    8 Minutes

Conclusion

  • Wrap Up

    32 Seconds

Test Your Knowledge

  • Quiz Locked

Estate Planning Basics Module 3 focuses on wills, including their key components to making them valid, the process of establishing a will, the dangers of not having a will, and what may happen if someone passes without a will. This course shares three examples of insufficient wills and more about the probate process. 

Estimated Completion Time: 2 hours

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Eric F.
Jan 30, 2023
Good section. Even though we have wills there was re-inforcement of the reasons for a will and good background information. Biggest complaint was the lack of information or mention of having primary and secondary wills and reasons for this. That is a significant miss in my opinion