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Table of Contents
Table of Contents
Transform how you guide clients through the complexities of will planning, ensuring their assets and wishes are protected across generations.
2,600+ enrolled this week
Structured
Phased path
Viable
Real-world examples
Progressive
Job-aligned skills
Many individuals and families lack a proper will, leading to legal disputes, tax inefficiencies, and unintended distributions. This course equips financial professionals with the frameworks and strategies to design comprehensive will plans that address legal, tax, and personal objectives.
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What You Will Learn
- 1 Learn the foundational principles of will planning and the legal framework governing wills.
- 2 Understand different types of trusts and their role in estate planning.
- 3 Analyze the duties and responsibilities of an executor in administering an estate.
- 4 Apply strategies to minimize estate taxes and optimize wealth transfer.
- 5 Evaluate beneficiary designations and their impact on asset distribution.
- 6 Explore the use of durable power of attorney for financial management.
- 7 Discover the importance of healthcare directives and living wills.
- 8 Implement charitable giving strategies through estate planning.
- 9 Recognize potential will contests and methods to prevent disputes.
- 10 Develop a comprehensive digital estate plan for online assets.
What's Included
Core self-paced training
Verifiable certificate
Contemporary insights
100% text-based
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Worth $83 — Included Free
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Q&A Bank
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Will Planning Services