Certified Estate Planner Course by Rex Crandell Firm

Estate Planner Bootcamp

This course was created to give people the knowledge and confidence to prepare an estate plan for themselves, their families, or others. The purpose is to learn about the major estate planning concepts and documents involved.

Course curriculum

1. Course Outline
2. Course Requirements
3. Course Requirements
4. Disclaimer
1. Unit 1: Downloads
2. Estate Planning Overview
  FREE PREVIEW
3. Table of Contents
4. Reading Material
5. PowerPoint Slides
6. Multiple Choice Quiz
1. Unit 2: Downloads
2. Last Will & Testament
3. Table of Contents
4. Reading Material
5. PowerPoint Slides
6. Multiple Choice Quiz
7. Unit 2 Homework: Submit a Will
1. Trusts Pt. 1
2. Table of Contents
3. Reading Material
4. PowerPoint Slides
5. Multiple Choice Quiz
1. Unit 4: Downloads
2. Trusts Pt. 2
3. Table of Contents
4. Reading Material
5. PowerPoint Slides
6. Multiple Choice Quiz
7. Unit 4 Homework: Submit a Trust
1. Unit 5: Downloads
2. Durable Power of Attorney for Asset Management
3. Table of Contents
4. Reading Material
5. PowerPoint Slides
6. Multiple Choice Quiz
7. Unit 5 Homework: Submit a DPOA
1. Unit 6: Downloads
2. Advance Healthcare Directive Video
3. Table of Contents
4. Reading Material
5. Powerpoint Slides
6. Multiple Choice Quiz
7. Unit 6 Homework: Submit an AHCD
1. Unit 7: Downloads
2. Probate
3. Table of Contents
4. Reading Material
5. Multiple Choice Quiz
6. Unit 7 Homework: Submit Probate Forms
1. Unit 8: Downloads
2. Income Taxation for Estates & Trusts Video
3. Reading Material
4. Powerpoint Slides
5. Multiple Choice Quiz
6. Unit 8 Homework: Submit IRS Forms
1. Unit 9: Downloads
2. Real Estate Taxation Video
3. Reading Material
4. Powerpoint Slides
5. Multiple Choice Quiz
6. Unit 9 Homework: BOE 502-A, BOE-58, IRS Form 706
1. Certified Estate Planner - FINAL EXAM
2. SURVEY: Review The Course

About this course

$635.00
63 lessons
11 hours of video content

Your Estate Planning Journey Awaits!

Enroll today

Estate Planner Bootcamp

Course curriculum

Introducton: Course Outline

Unit 1 - Estate Planning Overview

Unit 2 - Wills

Unit 3 - Trusts Pt. 1

Unit 4 - Trusts Pt. 2

Unit 5 - Durable Power of Attorney for Asset Management

Unit 6 - Advance Health Care Directives (AHCD)

Unit 7 - Probate

Unit 8 - Income Taxation for Estates & Trusts

Unit 9 - Real Estate Taxation

Unit 10 - FINAL EXAM

About this course

Your Estate Planning Journey Awaits!