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Online Class: Estate Planning


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  • 11
    Lessons
  • 23
    Exams &
    Assignments
  • 7
    Hours
    average time
  • 0.7
    CEUs
  • 1,157
    Students
    have taken this course
 
 
 
 
 

Course Description

Estate planning was once a buzz phrase reserved only for the wealthy. However, today many people are beginning to realize that estate planning is important for everyone. Anyone who has assets, no matter how small or wants their medical wishes carried out should have an estate plan. If you have no easily identifiable heirs, the lack of a proper estate plan and/or will could result in all your property ending up in the hands of the government rather than in the hands of those you designate. Your life insurance policy may clearly assign the beneficiaries of that money, but it does not account for the other assets you may have, including cash, your home, real estate, car, bank accounts, valuable collections and other belongings. Without a proper estate plan you could be kept on life support indefinitely, or be forced to endure painful life saving procedures that would only serve to prolong a debilitating terminal illness. Some find the idea of estate planning morbid or negative and prefer to ignore it rather than think about it, but this is simply avoidance of the facts of life. Others take a "lets just get it over with" approach to estate planning; this is also not recommended because errors could be made when creating a "rushed" plan.
 
It is wise to put a well thought out estate plan in place that you feel confident about, put it aside, and get about the business of living and enjoying your life.  It will give you peace of mind to know that when the time comes your assets will be distributed as you desire and your medical wishes will be carried out in accordance with your beliefs. Creating a simple estate plan is much easier than you think and can be done in a relatively short period of time, if you know how.  This course will teach you how. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how-to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now. Lastly, there is a lesson for singles and their special requirements.
 
Making full use of this course, in its entirety, is the first step in setting your future affairs in place so that you may fully focus on enjoying your life to the fullest.
  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 
 

Course Lessons

Average Lesson Rating:
4.7 / 5 Stars (Average Rating) 4.7 / 5 Stars (Average Rating) 4.7 / 5 Stars (Average Rating) 4.7 / 5 Stars (Average Rating) 4.7 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
(800 votes)

Lesson 1: Estate Planning Basics

This lesson will give you a basic understanding of what estate planning is. It outlines the essential tools of estate planning, each of which will be covered in greater detail in later lessons. 30 Total Points
  • Lesson 1 Video
  • Complete Assignment: An Introduction
  • Complete: Lesson 1 Assignment: Planning Importance
  • Complete: Lesson 1 Exam

Lesson 2: Why Estate Planning is Important for Everyone

Skimping on planning now could cause great distress and difficulty for your family and friends later on. In this lesson we will talk about why estate planning is important for everyone. 30 Total Points
  • Lesson 2 Video
  • Take Poll: Have a will?
  • Complete: Lesson 2 Assignment: Making Decisions
  • Complete: Lesson 2 Exam

Lesson 3: The Major Elements of Estate Planning

By being aware of the major elements of estate planning and the sub-categories of estate planning, you can start building your plan with clear direction. 30 Total Points
  • Lesson 3 Video
  • Complete: Lesson 3 Assignment: Handwritten Wills
  • Complete: Lesson 3 Exam

Lesson 4: Taking Inventory of Your Assets

A large part of planning for the distribution of your assets is taking inventory of what you have. This is such an important process that there are several computer software programs devoted to this task alone. 35 Total Points
  • Lesson 4 Video
  • Take Poll: Organ Donation
  • Complete: Lesson 4 Assignment: Asset Inventory
  • Complete: Lesson 4 Exam

Lesson 5: Does Everyone Need a Will? Yes!--Here's Why

This lesson will address some of the excuses people use to avoid making a will and the reasons why those excuses are not valid; it will also discuss what happens if you have a will and what could happen if you do not. 35 Total Points
  • Lesson 5 Video
  • Review Article: Why a Will?
  • Complete: Lesson 5 Assignment: Identifying Excuses
  • Complete: Lesson 5 Exam

Lesson 6: Estate Planning and Tax Facts

Whether you decide to use a lawyer or CPA or not, you can educate yourself on current tax laws and use this lesson to get a good basic understanding of how to save yourself unnecessary estate taxes. 27 Total Points
  • Lesson 6 Video
  • Complete: Lesson 6 Assignment: Avoiding Taxes
  • Complete: Lesson 6 Exam

Lesson 7: What You Need to Know About Trusts

There are many types of trusts that can be used in estate planning for a variety of reasons and benefits. In this lesson we will discuss what trusts are and how they are different. 30 Total Points
  • Lesson 7 Video
  • Complete: Lesson 7 Assignment: Trust Options
  • Complete: Lesson 7 Exam

Lesson 8: Speaking to Loved Ones and Friends about Your Estate Plan

Talking to loved ones about your estate plan before you die will clarify things and help avoid any misunderstandings among those you love. 30 Total Points
  • Lesson 8 Video
  • Complete: Lesson 8 Assignment: Estate Discussions
  • Complete: Lesson 8 Exam

Lesson 9: Charitable Trusts

Charitable trusts are not only a wonderful way to support organizations doing excellent work for a cause you believe in, but also a preferred way to avoid paying over inflated, estate taxes to the government. 29 Total Points
  • Lesson 9 Video
  • Complete: Lesson 9 Assignment: Charitable Trusts
  • Complete: Lesson 9 Exam

Lesson 10: Estate Planning for Singles

This last lesson is devoted to estate planning for the particular needs of those who are currently unmarried, not in a serious long-term relationship and/or intend to remain unmarried. 35 Total Points
  • Lesson 10 Video
  • Complete: Lesson 10 Assignment: Matching Vocab.
  • Complete: Lesson 10 Exam

Lesson 11: Course Conclusion

We have included a sample estate planning questionnaire from the American Bar Association's guide to Wills and estates. This form offers insight into what basic information an attorney would ask you when starting or creating an estate plan for you and you 73 Total Points
  • Lesson 11 Video
  • Take Poll: Completing the Task
  • Take Survey: Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 11 Assignment: Goal Setting
  • Complete: The Final Exam
384
Total Course Points
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Describe why estate planning is important for everyone.
  • Describe the major elements of estate planning.
  • Take inventory of your assets.
  • Describe why a will is important.
  • Know estate planning and tax facts.
  • Describe what trusts are.
  • Describe charitable trusts, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 

Additional Course Information

Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: Estate Planning
Course Number: 8900059
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: How To (Self-Paced, Online Class)
CEU Value: 0.7 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Instructor: John Chouinard
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $50.00 (no CEU Certification) || with Online CEU Certification: $75.00

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Student Testimonials

  • "The instructor is top notch." -- Jackie C.
  • "I enjoyed the parts about making wills the most interesting and making sure you have your assets backed up and was surprised how much you can do with a program on the computer to help with wills, trusts and more." -- Nancy L.
  • "The course was very helpful and the instructor responded to my needs just on time." -- Ana P.
  • "Overall, this course took the mystery out of 'estate planning'. It clarified the whole process, listing the basic areas of estate planning, and broken down into the specific groups. It made me feel as though estate planning is something that I could understand much more easily!" -- Marianne C.
  • "Great course, gave me lots of useful ideas, thanks for creating these courses." -- Ilana C.
  • "What was most helpful was the lesson on trusts, and the assignments were compelling to the student to make progress in their own estate planning." -- Kelly C.
  • "All of it was helpful." -- Janet C.
  • View More Testimonials...

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