5 Trust And Estate Planning Courses Online

5 Trust And Estate Planning Courses Online
Dean Drobot/Shutterstock.com
Summary: Having training in one of these courses can help you to help your clients better. Learn what you need to arm yourself and defend the rights of your clients.

Trust And Estate Planning Courses Online: Learning To Defend The Rights Of Your Clients

Professionals may find value in pursuing an estate planner certification, which you can do through online courses that pass knowledge onto you. At the same time, professionals probably want more than the knowledge because they could profit from having a degree. To be eligible for a certification, however, you should also hold an advanced degree in a similar field, and you should have relevant work experience.

1. NICEP Certified Estate Planner

Dedicated to the education of estate lawyers on the subject of estate planning, the completion of the coursework and testing means you will be issued a Certified Estate Planner designation. You'll have to pass the examination for the following courses:

  • Basics of estate planning.
  • Elements of a good will and living trust.
  • Client decision for wills or trusts.
  • The different types of revocable living trusts and wills.

As a student of the course, you must score a minimum of 70% to earn the certification.

2. NEIPE Certified Specialist In Estate Planning

You can complete the NIEPE certification course completely online if you don't have the time to visit a physical location. You will have to pass six of the core course topics, which include estate planning fundamentals and tax returns. As one of the trust and estate planning courses, you must also pick two of the elective courses. Every course will correspond with a timed exam, and you must score well on the exam to complete the program and earn your Certified Specialist of Estate Planning.

3. Basics Of Estate Planning: A Free Course

As one of the estate planning courses online, the Basics of Estate Planning: A Free Course teaches you how to plan an estate, and the course brushes us over the goals of the estate planning process. Towards the end of the course, you can test your newfound knowledge against optional assignments. The course teaches you about grant of probate, and you will also learn how to avoid probate or use it strategically to bypass the taxes on an estate. You will learn a variety of skills through this course, like:

  • How to use trusts to your advantage in estate planning.
  • The great importance of probate and will planning.
  • How to skip probate.
  • Contesting a will.

4. Estate Planning Online Course

This course focuses on conservation, use and the efficient transfer of another person's wealth. It covers a variety of useful subjects like future interests, the law of property, trusts, wills, estate administration, income taxation, gift taxation, and death taxation. You should open your schedule for a minimum of 10 hours per week to handle the materials, and while the course doesn't require a special degree to participate in the FSU Certificate of Financial Planning, you will need to have earned a bachelor's degree as a condition of the CFP certification. However, it's not required to try the certification examination.

5. Estate Planning Course From Georgetown

For those interested in a certificate for estate planning, Georgetown offers a course that focuses on the client-relations skills and the technical skills of this industry. They are essential to the individualized part of the course. Whether a foreign-trained or US lawyer, you can take this class, but to get the certificate, you must complete 10 of the academic credits in the following classes:

  • Planning seminar.
  • Advanced private wealth.
  • Special topics in transfer tax.
  • Income taxation of trusts, estates and beneficiaries.
  • Estate and gift tax.

Some of these courses will help you when you face questions about contesting a will while others help you to learn how to help your clients with probate court. Even if you just want the certification so that you can become one of the estate lawyers, these courses can help you with getting your certificate. Some of them also help you to refresh your knowledge of the different laws and the process of probate court and how it works. Having training in one of these courses can help you to help your clients better. Learn what you need to arm yourself and defend the rights of your clients.

Originally published on October 13, 2017