800-515-0496

Living Trusts and Estate Planning
Course Registration

Everyone needs an estate plan. Planning ahead is not just for the very wealthy or the elderly. Life can change or end suddenly. Having a plan in place can substantially lessen the burden on surviving or healthy family members. A last will and testament with the various healthcare documents gives directions to the court and your beneficiaries and heirs about how you want your assets distributed. A living trust does that and more. A living trust also includes mechanisms so that if someone is incapacitated, the successor trustee can step in and take control of a person's assets and affairs. In addition, a living trust is an effective tool to avoid probate, and allows the distribution of assets without the court's involvement.

Only $179. ~ Two CEUs

Like our other courses, Living Trusts & Estate Planning Document Preparation is completely online and self-paced. For  consumers and document preparers alike - this course includes fundamental information about Revocable Living Trusts (Inter vivos trusts) and estate planning.  We added most of the templates needed for a Last Will & Testament Package, and we'll send you additional templates and questionnaires after you finish the course, upon request.

Course Outline

I. Living Trusts & Estate Planning Documents

  • Course Objectives
  • Living Trusts and Estate Planning

II. Living Trust vs. Last Will & Testament vs. Intestate

  • With a Will
  • With No Will
  • With a Living Trust

III. Nuts and Bolts of a Revocable Living Trust

  • History and Concepts
  • Functions of a Living Trust and a Last Will and Testament
  • Documents
  • Choosing a Trustee; and Successor Trustee

IV. Descriptions of Documents

  • Living Trust Documents - itemized
  • Healthcare Documents - itemized

V. Funding the Trust

  • Explanation of Funding the Trust
  • Glossary
  • Quiz

REGISTER HERE.

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After completing the Course Registration Form, you will be redirected to a Thank You page with a payment feature. You can pay with a debit or credit card. Tuition is only $179.00. After payment is made, you will then be redirected to the first page of the online course - Living Trusts and Estate Planning Documents. Please remember to bookmark the page or save the link. If you navigate away from that page, the link will disappear. If you have any questions, please do not hesitate to contact us - 800-515-0496 - staff@faldp.org. Learn about our online courses.

Learn more about FALDP membership here.

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