We’re working on building a Learning Management System to walk you through the Estate Planning Process and we need to tweak the intake form and some software integrations, and hopefully, we’ll have it ready for beta testing in a few day. Written on April 3, 2025.

Managing Your Estate Plan

Manage Your Estate Plan

Course Information

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Course Instructor

Peter Jay Peter Jay Author
 

Annual

$75.00
1 year of access
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Free

FREE
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Transferring Assets Into Your Trust

Lesson 1
Lesson 1 of 1 within section Transferring Assets Into Your Trust. You must enroll in this course to access course content.
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Amending Your Estate Plan

Lesson 2 – Amending Your Trust
Lesson 1 of 4 within section Amending Your Estate Plan. You must enroll in this course to access course content.
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Lesson – Appointing New Trustees
Lesson 2 of 4 within section Amending Your Estate Plan. You must enroll in this course to access course content.
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Lesson – Declaring New Beneficiaries
Lesson 3 of 4 within section Amending Your Estate Plan. You must enroll in this course to access course content.
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Lesson – Appointing New Guardians
Lesson 4 of 4 within section Amending Your Estate Plan. You must enroll in this course to access course content.
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Transferring Assets Outside of Trust

Lesson – Distributions to Beneficiaries Outside of Trust
Lesson 1 of 1 within section Transferring Assets Outside of Trust. You must enroll in this course to access course content.
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Cancelling or Revoking Your Trust

Lesson 3
Lesson 1 of 1 within section Cancelling or Revoking Your Trust. You must enroll in this course to access course content.
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Managing Digital Assets

Lesson 4
Lesson 1 of 1 within section Managing Digital Assets. You must enroll in this course to access course content.
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    • Transferring Assets Into Your Trust
      • Lesson 1
    • Amending Your Estate Plan
      • Lesson 2 – Amending Your Trust
      • Lesson – Appointing New Trustees
      • Lesson – Declaring New Beneficiaries
      • Lesson – Appointing New Guardians
    • Transferring Assets Outside of Trust
      • Lesson – Distributions to Beneficiaries Outside of Trust
    • Cancelling or Revoking Your Trust
      • Lesson 3
    • Managing Digital Assets
      • Lesson 4