Estate Planning tutorial training course online
Preparing Your Will

Preparing Will
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Preparing Your Will Training

Estate Planning: Preparing Your Will provides an introduction to wills and trusts.

This course is for anyone who is interested in learning more about estate planning.
This is self-paced, Preparing Your Will training course -- there are no books to purchase and no scheduled classes to attend.

Estate Plan Starting

Estate Plan Revising

Sorting Out Assets

Preparing Will

Probate

Considering Family

Taxes to Expect

Tax Strategies

Retirement Issues


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Training Courses
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Computer Training

Fruta Vida

Preparing Your Will Course 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

Preparing Your Will Course Topics

  • Why Have a Will?
    • Dying intestate is about as bad as it sounds
    • Estate exceptions
    • How the state determines your heirs
    • The state specifies the guardian too

  • The Simple Will
    • Determining legal residence
    • Introduction to the simple will

  • Distributing Your Assets
    • Distributing your worldly goods
    • The specific devise
    • The residuary devise

  • Introduction to Trusts
    • Who needs a trust?
    • Trust lingo
    • Selecting a trustee

  • Trusts and Wills
    • Comparing trusts and wills
    • Who does not need a trust?
    • The testamentary trust

  • Living Trusts
    • The living trust
    • Funding the living trust
    • Downsides to the living trust

Features:

  • 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.

Technical Requirements

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.

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