Estate Planning & Wills
BeginnerEstate 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.
Course content
Certification Exam
Certification Exam
Estate Planning & Wills
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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 allRevisit Your Estate Plan Every Few Years
A plan made once and never reviewed can go stale fast
Beneficiary Forms Beat Your Will Every Time
A single outdated form can undo years of planning
What Probate Is and How to Avoid the Worst of It
This court process can be slow, public, and costly
Choosing Your Healthcare Proxy
This person speaks for you when you cannot speak for yourself