This course is designed to empower you to complete your estate plan

You’ll gain an understanding of

  • What estate planning is and how the process works

  • Who should have an estate plan and why

  • How to complete your plan and keep it up to date

Course curriculum

  • 1
    Welcome
  • 2
    What is Estate Planning? Who Should Do it? How Does it Fit?
  • 3
    What are the different parts of an estate plan?
  • 4
    How do I get it done?
  • 5
    Conclusion and Additional Resources
  • Welcome Welcome video
  • What is estate planning, who should do it and how does it fit? What is estate planning, who should do it and how does it fit Video
  • What are the different parts of an estate plan? What are the different parts of an estate plan?
  • How do I get it done? How do I get it done Video
  • Conclusion and Additional Resources Conclusion and Additional Resources

Your Success

We're committed to helping you live the life you want

Prepare yourself for success

Create a plan of action, execute that plan, make it your reality

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