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Free estate planning resources typically offer basic documents like simple wills or templates for power of attorney. Throughout the course we cover basic planning frameworks, but also delve into practical advice like how to talk to your clients about picking an executor, trust planning and guardianship appointments. Download the course document (s) (below) and follow prompts contained in the document..

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Dive into the essentials of estate planning, from wills to powers of attorney, and healthcare directives. Estate planning is the process of specifying in legal documents how money, property, assets, and care for dependents and pets should be managed after death or incapacitation. Learn the fundamentals of estate planning and more, with the estate academy. Learn the important truths — and untruths — about estate planning.

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