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Planning Your Estate and Will
Curriculum
4 Sections
22 Lessons
10 Weeks
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Chapter 1: The Fundamentals of Estate Planning
5
1.1
What Is an Estate?
10 mins
1.2
Why You Need to Plan Your Estate
10 mins
1.3
Why Your Estate-Planning Goals Differ from Your Neighbors’
10 mins
1.4
The Critical Path Method to Planning Your Estate
10 mins
1.5
Getting Help with Your Estate Planning
10 mins
Chapter 2: Where There’s a Will
7
2.1
Planning for Your Will
10 mins
2.2
Knowing the Different Types of Wills
10 mins
2.3
Choosing Your Will’s Contents
10 mins
2.4
Safeguarding Your Will
10 mins
2.5
Changing, Amending, and Revoking Your Will
10 mins
2.6
Protecting Your Loved Ones from Your Unloved Ones
10 mins
2.7
Figuring Out Your Will Status
10 mins
Chapter 3: The Limitations of Wills: What You Can and Can’t Do
3
3.1
Making Your Peace with Statutes That Affect Your Will
10 mins
3.2
Identifying Statutes That Your Will Can Change
10 mins
3.3
Living (And Dying) with the Laws That Your Will Can’t Change
10 mins
Chapter 4: Estate Planning with Online Resources
7
4.1
Understanding Wills and Trusts
10 mins
4.2
Getting the Basics of Trusts
10 mins
4.3
Trusting in Living Trust to Avoid Probate
10 mins
4.4
Joint Tenancy and Beneficiary Arrangements
10 mins
4.5
Customizing Estate Planning for All Ages
10 mins
4.6
Selecting an Estate Planner
10 mins
4.7
Preparing to Meet Your Estate Planner
10 mins
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