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Estate Planning

How To Spot Issues For Discussion When Reviewing Estate Documents

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.

Because your feedback is vital to our success in serving you, when the course is complete, we ask that you please complete the Course Survey to receive your Certificate of Completion.

Users must complete the course within 180 days after purchase. After 180 days, users retain access to the course, but completion will not be recorded or reported.
  • 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 - Must be completed to receive certificate
  • Final Survey
  • Thank you
Completion rules
  • You must complete the units "Kitces Capstone Assessment, Final Survey"
  • Leads to a certificate with a duration: Forever