Plain Language Estate Planning: How to Explain Estate Planning Principles and Documents to Your Client

Registration Fee

$16.00

Description

This course provides a fundamental examination of the terms, documents and definitions used in estate planning. This course provides a fundamental overview of the creations and execution of estate planning documents. This course provides practical guidance and a discussion on best practices regarding plain language estate planning and how to explain estate planning principles and documents to your clients. This course provide a base of skills, knowledge and perspectives regarding Living Wills, Power of Attorney for Healthcare, Power of Attorney for Property/Finance, Standard Power of Attorney, Durable Power of Attorney, and Springing Power of Attorney. This course provides practical guidance and a discussion on best practices regarding creating a list of assets, wills, validity of a will and revocation of a will. This course provides a fundamental overview of a Trust and terms such as Grantor, Trustee, and Beneficiary. This course provides a fundamental overview of different types of trusts, revocable living trust, irrevocable trust, asset protection trust, and special needs trust.

Preview

Total Hours
1.0
Trusts, Will, and Estates Hours
1.0