Wills, Trusts & Estates Specialist

Price: $3,700.00

The Wills, Trusts & Estates Specialist
The intergenerational transfer of wealth is controlled by both statutory and common law principles applicable to a particular jurisdiction. Competing views of the individual’s 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.   

The Wills, Trusts & Estates Specialist Program
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. 

 

Program Objectives
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

Note:  In order to qualify for an externship, students must successfully complete the program, including all quizzes and final exams, and be available for a background check and/or a potential drug screen.  This program can be completed in 6 months.  However, students will have online access to this program for a 12-month period. 

Education and Certifications

  • Trusts & Estates Specialist Program candidates should have or be pursuing a high school diploma or GED.
  • National Certification AvailableStudents who complete this comprehensive course would be prepared to sit for the Microsoft Office Specialist (MOS) Certification Exam.
 
Optional Volunteer Externship Opportunity

Students who complete this program are eligible to participate in an optional volunteer externship opportunity with a local company/agency/organization whose work aligns with this area of study in order to gain valuable hands-on experience.  As students progress through their eLearning program, an Externship Coordinator will reach out to coordinate placement.

Note:
Additional documentation including health records, immunizations, drug-screening, criminal background checks, etc. may be required by the externship facility.