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Fundamentals of Estate Planning
Introduction
Introduction to the Academy (1:30 min)
Words are Not Enough (1:00 min)
Common Malpractice Errors (1:00 min)
3-2-3 Model of Estate Planning
Why Process is Important (2:00 min)
3-2-3 Process Explained (2:30 min)
Talking to Clients
Client Information Intake (6:00 min)
The Planning Meeting - Communicating with Clients (5:00 min)
3 Scenarios of an Estate Plan
Surviving Spouse (2:00 min)
Descendants Only (1:30 min)
No Descendants (1:30 min)
2 Types of Gifts
Absolute Gifts (1:45 min)
Trust Gifts (1:45 min)
3 Parts to a Will
The Funnel (5:00 min)
The Filters (5:30 min)
The Bucket (5:00 min)
Other Planning Considerations
Appointments (9:00 min)
Other Provisions (3:30 min)
Completing the Will Planning Process
Drafting the Will (2:45 min)
Conducting a Will Review (2:30 min)
Executing the Will (6:00 min)
Conclusion
Course Completed (0:30 min)
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