Universal Class - Leading Provider of Continuing Education

Online Class: Estate Planning

Basic Finance Skills Picture
no certificate
- OR -
with CEU Certificate*
Start Right Now!
Taking multiple courses? Save with our platinum program.

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.
Estate Planning
  • Completely Online
  • Self-Paced
  • Instructor Support
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
IACET Accredited Provider
Universal Class, Inc. has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this approval, Universal Class, Inc. has demonstrated that it complies with the ANSI/IACET Standard which is widely recognized as the Standard of good practice internationally. As a result of their Accredited Provider status, Universal Class, Inc. is authorized to offer IACET CEUs for its courses that qualify under the ANSI/IACET Standard.

Request More Information

Request More Information
Have a question? Check out our FAQ or contact us for more information.
Basic Finance Skills Picture Basic Finance Skills Picture

Course Lessons

Average Lesson Rating: (464 votes)
4.5 / 5 Stars (Average Rating) 4.5 / 5 Stars (Average Rating) 4.5 / 5 Stars (Average Rating) 4.5 / 5 Stars (Average Rating) 4.5 / 5 Stars (Average Rating)
"Extraordinarily Helpful"
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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

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
Course Type: How To
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: $35.00 (no CEU Certification) || with CEU Certification: $60.00

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.
  • Summarize estate planning and tax facts.
  • Describe what trusts are.
  • Describe charitable trusts, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
An IntroductionAssignment5
Lesson 1 Assignment: Planning ImportanceAssignment20
Lesson 1 ExamExam9
Lesson 2 Assignment: Making DecisionsAssignment20
Lesson 2 ExamExam10
Lesson 3 Assignment: Handwritten WillsAssignment20
Lesson 3 ExamExam10
Lesson 4 Assignment: Asset InventoryAssignment25
Lesson 4 ExamExam10
Lesson 5 Assignment: Identifying ExcusesAssignment25
Lesson 5 ExamExam10
Lesson 6 Assignment: Avoiding TaxesAssignment20
Lesson 6 ExamExam7
Lesson 7 Assignment: Trust OptionsAssignment20
Lesson 7 ExamExam10
Lesson 8 Assignment: Estate DiscussionsAssignment20
Lesson 8 ExamExam10
Lesson 9 Assignment: Charitable TrustsAssignment20
Lesson 9 ExamExam9
Lesson 10 Assignment: Matching Vocab.Assignment25
Lesson 10 ExamExam10
Lesson 11 Assignment: Goal SettingAssignment25
The Final ExamExam48
Total Points:388

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.
  • "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.
  • "Excellent, well organized. The overall course in general, very informative and gives you things to explore that an average person wouldn't think to." -- Marjorie C.
  • "I found this class very useful with a very compassiate instructor, but for me this class was very emotional." -- Ellen L.
  • View More Testimonials...

Related Courses

Follow Us Online
  • Follow us on Google Plus Follow us on FaceBook Follow us on Twitter Follow us on YouTube

© Copyright 1999-2015 Universal Class™ All rights reserved.