Home / Course catalog / How To Review Estate Planning Documents And Find P...

Estate Planning

How To Review Estate Planning Documents And Find Planning Issues


Description
Estate planning is a vital part of a family’s financial plan, but clients often want clarity on
what their documents say. The challenge is that estate planning documents vary widely
by state and by attorney, so there is no one-size-fits-all method for reviewing estate
planning documents. However, most estate planning documents have common elements
that provide the core information that clients tend to be interested in. By the end of this
course, you will be able to review estate planning documents, briefly summarize the
key information contained in the documents to clients and discuss potential issues and
opportunities with clients.
Content
  • Introduction
  • Introduction
  • Part 1
  • Module 1: Powers Of Attorney
  • Module 2: Advanced Medical Directives
  • Optional Video: Zoom Discussion Between Michael And Jeff, Part 1
  • Part 2
  • Module 3: Last Will And Testaments
  • Module 4: Testamentary Irrevocable Trusts
  • Module 5: Revocable Living Trusts
  • Optional Video: Zoom Discussion Between Michael And Jeff, Part 2
  • Capstone
  • Kitces Capstone Assessment
  • Final Survey
  • Final Survey
  • Thank you
Completion rules
  • You must complete the units "Kitces Capstone Assessment"
  • Leads to a certification with a duration: Forever