Estate Planning Online Training Course

Course Topics: 9

Estimated Time Needed: 25 hour(s)

Audience: This training course is for anyone who is interested in learning more about estate planning.

Course Description: This online course helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This online course also offers guidance on revising an estate plan throughout life changes.

 

Course Tutorials Include:

Time: 2 hour(s)

Estate Planning: 1 Starting an Estate Plan

Time: 4 hour(s)

Estate Planning: 2 Sorting Out Your Assets

Time: 3 hour(s)

Estate Planning: 3 Preparing Your Will

Time: 2 hour(s)

Estate Planning: 4 All About Probate

Time: 3 hour(s)

Estate Planning: 5 Considering Your Family

Time: 3 hour(s)

Estate Planning: 6 Taxes to Expect

Time: 3 hour(s)

Estate Planning: 7 Tax Strategies

Time: 3 hour(s)

Estate Planning: 8 Retirement Issues

Time: 2 hour(s)

Estate Planning: 9 Revising an Estate Plan

 

Features

  • Simulations teach learners to perform specific tasks in applications through guided, multi-step exercises.
  • Activities allow learners to apply course concepts in an interactive questioning environment.
  • Exercises allow learners to practice in the actual application being studied.
  • A Course Topics list contains active hyperlinks, permitting quick access to specific topics.
  • Find-A-Word allows learners to look up an unfamiliar term in the Glossary, on the Web, or in a dictionary. In addition, it lets them find other occurrences of the term in the same course.
  • Search text enables learners to rapidly search all text within a course to easily retrieve information required.
  • Courses challenge the learner with a variety of question formats, including multi-step simulations, true/false, multiple choice, and fill-in-the-blank.
  • A skill assessment generates a customized learning path based on the results of a pre-test.
  • A glossary provides a reference for definitions of unfamiliar terms.
  • Bookmarking tracks the learner's progress in a course.
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Order online and receive your login ID via email.

Then, login anytime to take the training courses online as many times as you wish for 1 year.
 

 
All for one easy payment of $47

estate planning training course

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estate planning tutorial