Estate Planning Series: Preparing Your Will
Product Code: eplc03 Time: 3.0 hour(s) CEUs: Available

Summary:
This course provides an introduction to wills and trusts, as applicable to United States regulations.

Objectives:

After completing this course, students will 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


Topics:

  • Why Have a Will?
  • The Simple Will
  • Distributing Your Assets
  • Introduction to Trusts
  • Trusts and Wills
  • Living Trusts

Technical Requirements:
200MHz Pentium with 32MB Ram. 800 x 600 minimum screen resolution. Windows 98, NT, 2000, or XP. 56K minimum connection speed, broadband (256 kbps or greater) connection recommended. Internet Explorer 5.0 or higher required. Flash Player 7.0 or higher required. JavaScript must be enabled. Netscape, Firefox and AOL browsers not supported.

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