Estate Planning Essentials: The Mini Course Every Family Needs
About this course
A simple, clear, no-jargon breakdown of how to protect your family and avoid probate.
This fast, straightforward mini-course gives you the foundational knowledge every family needs before creating a Will, setting up a Living Trust, or making any major estate planning decisions. In under 30 minutes, you’ll learn the critical concepts attorneys rarely explain, including how probate works, how assets transfer, the difference between a Will and a Trust, the biggest mistakes families make, and how to avoid costly delays and legal complications.
You’ll walk away with a clear understanding of what you actually need (and don’t need), how to start protecting your assets today, and how to make confident decisions for your family’s future — without confusion, overwhelm, or expensive attorney fees.
This is the perfect starting point for anyone who wants to protect their children, simplify their legacy, and gain instant clarity on modern estate planning.
Course curriculum
1.
Welcome & What You'll Learn
4 lessons
- 1
Welcome to Estate Planning Essentials
- 2
Why Estate Planning Matters for Every Family
- 3
Common Misconceptions About Estate Planning
- 4
What You'll Walk Away With
2.
Wills va Trusts ( The Foundation )
3 lessons
3.
The 6 Critical Mistakes You Must Avoid
6 lessons
4.
Protecting Your Home & Major Assets
3 lessons
5.
Life Insurance & Beneficiaries
6 lessons
6.
How to Set Up a Proper Estate Plan
6 lessons
7.
Next Steps & How to Get Your Plan Completed
2 lessons
Estate Planning Essentials: The Mini Course Every Family Needs
Estate Planning Essentials: The Mini Course Every Family Needs A simple, clear, no-jargon breakdown of how to protect your family and avoid probate. This fast, straightforward mini-course gives you the foundational knowledge every family needs before creating a Will, setting up a Living Trust, or making any major estate planning decisions. In under 30 minutes, you’ll learn the critical concepts attorneys rarely explain, including how probate works, how assets transfer, the difference between a Will and a Trust, the biggest mistakes families make, and how to avoid costly delays and legal complications. You’ll walk away with a clear understanding of what you actually need (and don’t need), how to start protecting your assets today, and how to make confident decisions for your family’s future — without confusion, overwhelm, or expensive attorney fees. This is the perfect starting point for anyone who wants to protect their children, simplify their legacy, and gain instant clarity on modern estate planning.
US$ 47
2 members