After completing Estate Planning: Preparing Your Will the user should be able to:
 | 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 |
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Why Have a Will?
 | Dying intestate is about as bad as it sounds |
 | Estate exceptions |
 | How the state determines your heirs |
 | The state specifies the guardian
too |
The Simple Will
 | Determining legal residence |
 | Introduction to the simple will |
Distributing Your Assets
 | Distributing your worldly goods |
 | The specific devise |
 | The residuary devise |
Introduction to Trusts
 | Who needs a trust? |
 | Trust lingo |
 | Selecting a trustee |
Trusts and Wills
 | Comparing trusts and wills |
 | Who does not need a trust? |
 | The testamentary trust |
Living Trusts
 | The living trust |
 | Funding the living trust |
 | Downsides to the living trust |
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This course has the following features:
 | Exercises that allow users to practice the skills needed to prepare an estate plan |
 | 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 concepts in an interactive questioning environment |
 | A glossary |
 | A Skill Assessment |
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 | Estate Planning: Starting an Estate Plan (EPLC01) |
 | Estate Planning: Sorting Out Your Assets (EPLC02) |
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