This program explores the ins and outs of the legal and ethical requirements necessary to develop and administer an estate plan. Students will be introduced to highly-specialized legal vocabulary pertaining to these particular legal fields, as well as relevant substantive and procedural law that govern wills, trusts and estates.For those students looking toward law school or who are interested in the paralegal profession, this program offers an incredibly useful and realistic look into the actual work that lawyers and legal professionals do every day. As part of this course, students will produce an estate planning and estate administration portfolio of relevant documents that thoroughly covers the wills, trusts, and estates legal specialty.
The intergenerational transfer of wealth is controlled by both statutory and common law principles applicable to a particular jurisdiction. Competing views of the individuals freedom of disposition and state power both to channel and to tax property have led to an interesting and complex array of legal devices and institutions that govern the proper way to gift certain types of property, trusts and other instruments of ownership. From statutory intestacy and elective share provisions, wills, and trusts to planning for incapacity, future interests in property, powers of appointment, life insurance, and introductory aspects of trust and estate administration, this course examines the everyday use of laws that govern how these instruments can be passed on from generation to generation as intended by the original or subsequent owners.
At the conclusion of this program, students will be able to:
Examine estate planning considerations
Analyze the rules of intestate succession
Describe the requirements for a valid will
Prepare a living will and powers of attorney
Prepare a basic will
Examine the requirements of trusts and supporting documents
Describe the duties of a personal representative and procedure for appointment
Create the initial estate administration documents
Prepare an inventory document
Examine creditor claims
Describe tax law as it relates to estate planning
Prepare final accounting and estate closing documents
Describe estate administration concerns
Use Microsoft Office
What are my payment options?
Click the Financing link at the top of this page for financing information.
What is difference between a certificate and a certification?
By successfully completing a course through one of our college or university partners the student is awarded a Certificate of Completion from the institution. If there is a state or national exam that the course is preparing a student for, the proper certifying body will be indicated and that association will proctor and award any type of certification. This is the studentís responsibility, although ECA is here to help guide our students in the right direction.
Does this course translate in to college credit?
Through our college and university partners, ECA offers non-credit certificate programs.
How long do access to my complete my course?
Access will begin on your start date and end on your end date unless otherwise specified. If you are falling behind in your course please contact an Education Consultant to talk about your options.
When are the course start dates?
The course start dates are determined by the student due to open-enrollment.
Is the Certification exam included in the course?
The certification exam is not included in the cost of the course unless otherwise specified in the course education and training plan.