How to Set Up Your Estate Plan

How to Set Up an Estate Plan 1080 x 608

Course Information

Estimated Time: 2 hrs

Difficulty: Beginner

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Course Instructor

Peter Jay Peter Jay Author
 

Annual

$35.00
per year for 1 total payments
1 year of access

Learn everything you need to know to set up your customized estate plan. After completing the video tutorials you will be able to make all of the decisions you need when filling out the Estate Planning intake forms.

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Introduction

Introduction
Lesson 1 of 1 within section Introduction. You must enroll in this course to access course content.
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What Happens If You Die Without An Estate Plan

Lesson 1
Lesson 1 of 1 within section What Happens If You Die Without An Estate Plan. You must enroll in this course to access course content.
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What’s Included In Your Estate Plan

Lesson 2
Lesson 1 of 1 within section What's Included In Your Estate Plan. You must enroll in this course to access course content.
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The Estate Planning Process

Lesson 3
Lesson 1 of 1 within section The Estate Planning Process. You must enroll in this course to access course content.
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Intro To Estate Taxes

Lesson 4 – Estate Taxes and Probate Costs
Lesson 1 of 1 within section Intro To Estate Taxes. You must enroll in this course to access course content.
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Revocable Living Trust

Lesson 5 – Revocable Living Trust
Lesson 1 of 1 within section Revocable Living Trust. You must enroll in this course to access course content.
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Estate Planning Documents

Lesson 6a – Last Will and Testament
Lesson 1 of 4 within section Estate Planning Documents. You must enroll in this course to access course content.
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Lesson 6b – Power of Attorney
Lesson 2 of 4 within section Estate Planning Documents. You must enroll in this course to access course content.
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Lesson 6c – Advance Health Care Directive
Lesson 3 of 4 within section Estate Planning Documents. You must enroll in this course to access course content.
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Lesson 6d – Guardianship for Minor Children
Lesson 4 of 4 within section Estate Planning Documents. You must enroll in this course to access course content.
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Transfer Assets Into the Trust

Lesson 7 – Transfer Documents
Lesson 1 of 1 within section Transfer Assets Into the Trust. You must enroll in this course to access course content.
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Instructions and Directions

Lesson 8 – Instructions and Directions
Lesson 1 of 1 within section Instructions and Directions. You must enroll in this course to access course content.
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Signing Your Documents

Lesson 9 – Signing Your Documents
Lesson 1 of 1 within section Signing Your Documents. You must enroll in this course to access course content.
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What Others Have Said

    • Introduction
      • Introduction
    • What Happens If You Die Without An Estate Plan
      • Lesson 1
    • What’s Included In Your Estate Plan
      • Lesson 2
    • The Estate Planning Process
      • Lesson 3
    • Intro To Estate Taxes
      • Lesson 4 – Estate Taxes and Probate Costs
    • Revocable Living Trust
      • Lesson 5 – Revocable Living Trust
    • Estate Planning Documents
      • Lesson 6a – Last Will and Testament
      • Lesson 6b – Power of Attorney
      • Lesson 6c – Advance Health Care Directive
      • Lesson 6d – Guardianship for Minor Children
    • Transfer Assets Into the Trust
      • Lesson 7 – Transfer Documents
    • Instructions and Directions
      • Lesson 8 – Instructions and Directions
    • Signing Your Documents
      • Lesson 9 – Signing Your Documents