Free or affordable online Money & Credit: Estate Planning courses, how-to articles, tutorials, tips, tools, books, degree information and resources.

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All Topics  >  Money & Credit  >  Estate Planning

 

Being an Executor

Explains what an executor is and does in order to settle an estate. Includes a checklist and resources for more help if you are named an executor.

 

Living Trust Offers: How to Make Sure They're Trust-worthy

Defines key terms of estate planning. Questions to ask and steps to take before signing any papers to create a will, a living trust, or any other kind of trust.

 

 

Planning Your Estate

How to estimate the size of your estate, minimize taxation, and provide for your heirs.

 

Estate Planning Tutorial

Estate planning, although complex, is simply too important to ignore. This tutorial can help you start developing an estate plan that considers your wishes and your family's needs.

 

Affordable Learning Tools

Estate Planner Library

Socrates - Know How Made EZ

Estate Planner Library

Ensure your family will be protected and your wishes carried out by using this library’s instructions and forms to prepare a last will and testament, a living will and a living trust. Includes CD with 3 e-books and useful forms.

Personal Financial Planning - Tax and Estate Planning Techniques - This course can be taken independently for professional development, or in conjunction with other courses to earn the Certified Employee Benefit Specialist (CEBS) designation. This "blended learning" course (part-self study, part instructor-led) gives you access to an instructor seven days a week, 24 hours a day from the convenience of your work or home. The instructor posts weekly lecture notes and quizzes to help you evaluate your understanding of the material. Discussion board and chat features provide a high level of interaction between the instructor and students.

 

The Right Estate Plan for You

Is your estate plan in good shape? Here's what to consider.

 

Estate Planning CE

 

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