WBF Academy
Estate Planning & Wills

Estate Planning & Wills

Beginner

Estate planning sounds like something for the wealthy or the elderly, but it is really just a plan for the people you love — and everyone benefits from having one. This course walks you through the essentials in plain language, no legal jargon, no scare tactics. You will start with the basics: what an estate actually is, why planning matters at any age or income level, and what happens to your things — and your family — if you never make a plan. From there you will learn to write a will that says exactly what you want, understand how a trust can help your family skip the slow, public probate process, and set up the documents that protect you if you become unable to speak for yourself: powers of attorney and healthcare directives. You will also learn how beneficiary designations quietly override your will, what to expect from probate, and simple ways to reduce taxes and cost. Every lesson is practical and reassuring, built for real families and real budgets. By the end you will have a clear, current plan and the confidence that your wishes — and the people you love — are protected.

📋 5 tracks ❓ 200 questions 💡 15 tips 🎬 7 videos ⏱ ~4h

Course content

Certification Exam

🏆

Certification Exam

Estate Planning & Wills

30
Questions
45m
Time Limit
% 70%
To Pass

🔒 Unlock the exam

🎬 Watch 80% of the videos 0% / 80%
❓ Answer 80% of the practice questions 0% / 80%

Complete the requirements above to unlock the exam

🏆

Certification Exam

Estate Planning & Wills

#

30 Questions

All difficulty levels

45 Minutes

Auto-submits when time expires

%

70% to Pass

Earn your certification badge

No Going Back

Once you answer, you move forward

Tips

See all