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20 Lessons

Estate Planning Course

A 20-lesson path from why estate planning matters to keeping a plan current over time.

  1. 1 EPS101
    What Estate Planning Is and Why It Matters     →
  2. 2 EPS102
    Taking Inventory of Your Estate     →
  3. 3 EPS103
    Understanding Wills     →
  4. 4 EPS104
    Choosing an Executor     →
  5. 5 EPS105
    Naming Guardians for Minor Children     →
  6. 6 EPS106
    Understanding Beneficiary Designations     →
  7. 7 EPS107
    Transfer-on-Death and Payable-on-Death Accounts     →
  8. 8 EPS108
    Understanding Trusts     →
  9. 9 EPS109
    Understanding Probate     →
  10. 10 EPS110
    Creating a Financial Power of Attorney     →
  11. 11 EPS111
    Healthcare Directives and End-of-Life Wishes     →
  12. 12 EPS112
    Planning for Digital Assets     →
  13. 13 EPS113
    Life Insurance and Estate Liquidity     →
  14. 14 EPS114
    Estate and Inheritance Taxes     →
  15. 15 EPS115
    Special Needs and Vulnerable Beneficiary Planning     →
  16. 16 EPS116
    Passing Down a Business or Property     →
  17. 17 EPS117
    Charitable Giving and Legacy Planning     →
  18. 18 EPS118
    Preventing Family Conflict and Estate Disputes     →
  19. 19 EPS119
    Organizing Your Essential Documents     →
  20. 20 EPS120
    Reviewing and Updating Your Estate Plan     →

Ready to test what you've learned?

Take the final exam for this course. Score 80% or higher and you'll earn a downloadable certificate of completion.

Take the Final Exam