The estate planning process involves four major phases: creation, protection, preservation, and management of an estate. Estate planning may also be referred to as comprehensive wealth management. It is important to understand that these four steps are NOT exclusive of each other. This suite of lessons teaches practitioners the key trust and estate planning information necessary for effective client conversations. 

Areas of Study Include:

• Overview and Purpose of Estate Planning
• Property Rights and Property Ownership
• The Transfer Taxation System
• Estate Planning Strategies Implemented During Life
• Estate Planning Strategies Implemented at Death

Each content lesson has the following instructional features:

• Interactive content presentation
• Animated examples to explain key concepts
• Case studies
• Resources section with links: glossary of key terms, web resources, support documents, knowledge checks (non-scored activities)