Estate Planning Masterclass: Guiding Clients Through Life’s Complexities

Estate planning is an important part of a solid financial plan. This CE course will empower you to have planning-centric conversations with your clients. (1 CFP CE Credit)

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This free one-hour course will help you confidently guide clients through the estate planning process.

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Master Estate Planning Conversations

Unlock the key discussion points that drive client action in estate planning. Stay ahead in addressing your clients' needs with confidence and expertise.

Enter your information to enroll in Trust & Will's Estate Planning Masterclass.

Empower yourself to have more proactive conversations around estate planning with your clients.

What estate planning is

Who needs an estate plan and why is it important? Understand the specifics of how estate planning can benefit your clientele based on their unique circumstances.

Difference between wills and trusts

Learn how to determine the key differences between wills and trusts, understand the process of setting up different documents, and gain insights to helping your clients select the plan that best matches their needs.

Key estate planning documents

In addition to wills and trusts, there are additional important documents that help your clients plan for incapacity and other special circumstances such as divorce, unmarried couples, and special needs planning.

Course Curriculum

Learn about the importance of estate planning, the benefits and protections it can provide, and how it can be leveraged in a variety of circumstances.

Spoiler alert: everyone needs an estate plan. This course will go over the specific reasons for which estate planning is critical, regardless of your age, income level, stage of life, and other circumstances.

Learn the ins and outs of wills, trusts, and the differences between these two estate planning tools. Get more comfortable explaining to clients how trusts work and the different types of trust options that are available to them.

Learn about the rules surrounding intestacy, the term that is used to describe when an individual passes away without an estate plan. You will gain an understanding of what happens, possible consequences, and how to avoid them through careful estate planning.

There are many life events and circumstances that could "trigger" estate planning actions. Learn why certain life events and special circumstances require these actions so that you can better inform and encourage your clients.

Learn about common and special circumstances that can necessitate changes and updates to an estate plan. Become familiar with best practices around urging clients to review their plans regularly and making any necessary revisions to keep them up-to-date.

Become familiar with additional important documents included in a holistic estate plan. Aside from a will and a trust, there are a variety of estate planning tools and documents that are designed to meet your clients' objectives and desired outcomes.

Obtain a high-level overview of two important tax policies that require careful consideration when helping clients put together an advantageous estate planning strategy.