Legal Courses

Legal Courses

Estate Planning 101 - What Your Clients Need to Know

Provider
LearnFormula
Course name
Estate Planning 101 - What Your Clients Need to Know
Audience
Available to everyone
Primary target audience
  • Lawyers
  • Paralegals
  • Continuing Professional Education or Licensing Program for Another Profession
Course no.
Start date
Jan-01-2024
End date
Dec-31-2024
Total course hours
1.00
Family law ADR qualification course hours
0.00  -  Mediation
0.00  -  Arbitration
0.00  -  Parenting Coordinator
0.00  -  Family Violence

Practice area
  • Wills and estates
Delivery method
Online course
Description
This course will provide you with an understanding of the current legal framework surrounding estate planning. You will be able to identify estate planning issues that are relevant to your clients so you can guide them appropriately, helping to ensure they have peace of mind when it comes to their important estate planning documents. This course covers the following concepts: key estate planning terms, the two types of Powers of Attorney, the components of Last Will and Testaments, Codicils, the rules of intestacy, the role of the Executor, when testamentary trusts are appropriate, probate applications and when they are needed, and how marriage and divorce affect your clients’ Last Will and Testaments. This course covers the key components of each topic.
City
Province/state
Country
Canada