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Estate Planning: Starting an Estate Plan Online Class

This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

Define the most commonly-used estate planning terms

Determine the goals of his or her estate plan

Choose members of an estate planning team

Take inventory of the estate's assets

Compare the different types of property ownership

Topics:

What Is an Estate?

Looking Ahead

Getting Started

Taking Inventory

Joint Property

Technical Requirements:

P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.

Total Time: 2.0 hour(s)

Subscription Time (total time to complete): 12 Months

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Copyright 2007 1 Choice 4 Training

Estate Planning: Starting an Estate Plan Online Class

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