This course provides an introduction to wills and trusts, as applicable to United States regulations.

Audience :

This series is for anyone who is interested in learning more about estate planning.

Time :

3.0 hour(s)

Objectives :

• Describe the disadvantages of dying without a will
• Explain the function of probate court
• Identify the main parts of a simple will
• Create a distribution plan of his or her assets
• Distinguish between the functions of a will and a trust
• Select a trustee
• Recognize the relative benefits of different types of trusts

Features :

• Exercises that allow users to practice the application
• A file containing the text of the exercises
• A file containing the text of the legal documents presented in the course
• Activities that allow users to apply course concepts in an interactive questioning environment
• A glossary
• A Skill Assessment

Prerequisites :

• None