Course curriculum

    1. Making the best of the Academy

    1. An Overview to Estate Planning

    1. Definition and Significance of Estate Planning

    2. Common Misconceptions About Estate Planning

    3. Why Everyone Needs an Estate Plan

    4. Key Terminology in Estate Planning

    5. Knowledge Check

    6. Level up your Investment Game

    1. An Overview

    2. Real Estate

    3. Financial Accounts

    4. Personal Property

    5. Knowledge Check

    1. Definition and Purpose of a Trust

    2. Differences Between a Will and a Trust

    3. Types of Trust: Overview

    4. Education Trust

    5. Family Trust

    6. Living Trust

    7. Charitable Trust

    8. The Roles of a Trustee

    9. Why Choosing the Right Trustee is So Important

    10. Knowledge Check

    1. Taking Stock of Your Assets and Liabilities

    2. Drafting Your Estate Plan

    3. Working with Legal Professionals

    4. Setting Up a Trust

    5. The Process of Funding a Trust

    6. Knowledge Check

Course Structure

  • Free
  • 38 lessons
  • 1 Case Study
  • 1 Video Content

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