Estate Planning Training
Estate Planning: Starting an Estate Plan
This course is for anyone who is interested in learning more about estate planning.
This is self-paced, Estate Planning training course -- there are no books to purchase and no scheduled classes to attend.
Computer Online
Training Courses
Info and Order
- Define the most commonly-used estate planning terms
- Determine the goals of his or her estate plan
- Choose members of an estate planning team
- Take inventory of the estate's assets
- Compare the different types of property ownership
- What Is an Estate?
- Assets liabilities and responsibilities
- Your estate plan
- Your will
- Looking Ahead
- Why many of us don't plan
- The importance of looking ahead
- Putting it all together
- Getting Started
- What should your goals be?
- Starting now
- Your estate planning team
- Finding team members
- Taking Inventory
- Tangible intangible and real property
- Where do you keep your papers?
- Don't put your will in the box!
- Joint Property
- Joint tenancy
- Tenancy by the entirety
- Tenants in common
- Community property
- Separate property
- Instructional steps -- walk through a procedure
- Exercises -- try it out
- Notes - See additional information related to the topic in the text
- Tips - See a different, faster, or easier way of doing something
- Quick References - See a quick reference guide to the features introduced in a chapter
- Details - Display more detailed information related to the current topic
- Hotwords - See related information
- Navigation Bar - Maneuver easily through the courses
- Topics and Index -- with searching feature and hyper-links
- Printable Exercises - PDF downloadable files
- Sample Application Files - PDF downloadable files
- Skill Assessment - can be used for pre and post-testing -- tracking first try, best try and grade - if passed, green check mark will appear as 'mastered' - hyperlinks to units within the course to go back and re-take a certain unit again. Use as pre-test to determine which topics you want to focus on and to go directly into that unit.
200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.
Learning comes to life with challenging labs, critical assessment and real-world insight from experts with vast experience in the subject matter. Engage in dynamic learning where multiple senses help reinforce learning concepts. Our proven methodology provides an unequalled experience with exceptional results Learning that's Easy, Convenient and Affordable! High-quality, online, self-paced courses designed to help you achieve your goals. Affordable annual subscription plans give you unlimited access to an entire suite of topics at prices that you just won't find anywhere else.
Our courses are based on sound principles, from extensive research in instructional design, adult learning and information processing. All courses are design so that new knowledge and skills will be remembered and retrieved for future use. Each course include a 30-questions skill assessment, which evaluates your knowledge of the course material. You can be assured that this high-quality, instructionally-sound online product will enchance your professional and personal growth.
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