Being knowledgeable in Estate Planning is incredibly important in the legal field.
Enhance your skills by taking this informative course on drafting estate planning documents.
With this course, you'll be able to identify the importance of estate planning, know what information to collect, and the different types of documents you need to be familiarized with.
We make it easy for you to succeed in your career with training from Ave Education.
CPE Credit (1 hour) in North Carolina
Custom worksheet to use every time you're collecting a client's information for estate planning
How-to on drafting estate planning documents for clients
In-depth overview of different types of estate planning documents
Importance of Estate Planning
- An explanation of the importance of estate planning and ensuring that the client's assets are transferred to the beneficiaries of their choosing.
The Information You Will Need to Collect
- A walkthrough of all of the information you will need to collect to better give you and your client.
Identifying Key Documents
- An in-depth overview of the documents you will need to review with your client.
Estate Planning Needs
- Emphasizing overlooked areas to ensure your proper preparation for drafting estate inventory. Also, walking through the different kinds of assets that will need to go through an estate process.