Our "Wills, Trusts, and Estate Administration" course introduces the basics of estate planning and bequeathing property through wills and trusts.

In addition to probate law and the laws and procedures involved, the course covers procedural law, tax implications, ethical considerations, and the roles professionals play in the process.

How This Course Helps You and Your Organization:

Taking the "Wills, Trusts, and Estate Administration" course equips individuals with the knowledge, skills, and expertise needed to navigate the complexities of estate planning, administer trusts and estates effectively, and help clients achieve their wealth transfer objectives while minimizing risks and maximizing tax efficiency.

Topics Covered:

• The Estate Plan
• The Purpose and Need for a Will
• The Concept of Property Related to Wills, Trusts, and Estate Administration
• The Participants and the Proper Court
• The Law of Succession: Death Testate or Intestate
• Wills: Validity Requirements, Modification, Revocation, and Contests
• Preparation to Draft a Will: Checklists and the Conference with the Client
• Final Draft and Execution of a Valid Will
• Introduction to Trusts
• Classification of Trusts, the Living Trust, and Other Special Trusts
• Estate Planning
• Long-Term Care
• Personal Representatives: Types, Pre-Probate Duties, and Appointment
• Probate and Estate Administration
• Informal Probate Administration
• Tax Considerations in the Administration of Estates
• Ethical Principles Relevant to Practicing Paralegals and Legal Assistants

In addition to the learning content listed above, the course also provides assessments to enhance your retention of the materials. This course also is packed with student-friendly case summaries, state-specific examples, and detailed documents and exhibits.

How The Course Works:

• This is an online course that you take at your leisure from your home or office; it should take approximately 45 hours to complete
• Upon registration, you will receive an email with course access instructions and information from your instructor
• You will have 15 weeks to complete the course materials and will have access to all course materials for six weeks after course completion

What You Receive:

• Online training content from a great instructor
• Access to the online textbook
• Two open-book quizzes, a mid-term, and final assessment
• Upon successful completion of the course, you'll receive an official grade report, highlighting your commitment to ongoing banking education