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Even if you complete the course early, you will be able to access this content for 12 months from purchase, so that you can refresh yourself at any point.

Buy Series £65.00 + vat
Estate Planning Series: Preparing Your Will
This course provides an introduction to wills and trusts, as applicable to United States regulations.

Product Code: eplc03 Time: 3.0 hour(s) CEUs: Available

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

Module Objectives:
  • 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

Technical Requirements:
P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Cookies enabled; Sound card with speakers or headphones strongly recommended.

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