Wills, Trusts & Estates Specialist
The intergenerational transfer of wealth is controlled by both statutory and common law principles applicable to a particular jurisdiction. Competing views of the individual’s freedom of disposition and state power both to channel and to tax property have led to an interesting and complex array of legal devices and institutions that govern the proper way to gift certain types of property, trusts and other instruments of ownership. From statutory intestacy and elective share provisions, wills, and trusts to planning for incapacity, future interests in property, powers of appointment, life insurance, and introductory aspects of trust and estate administration, this course examines the everyday use of laws that govern how these instruments can be passed on from generation to generation as intended by the original or subsequent owners.
This program explores the ins and outs of the legal and ethical requirements necessary to develop and administer an estate plan. Learners will be introduced to highly-specialized legal vocabulary pertaining to these particular legal fields, as well as relevant substantive and procedural law that govern wills, trusts and estates. For individuals looking toward law school or who are interested in the paralegal profession, this program offers an incredibly useful and realistic look into the actual work that lawyers and legal professionals do every day. As part of this program, learners will produce an estate planning and estate administration portfolio of relevant documents that thoroughly covers the wills, trusts, and estates legal specialty.
After completing this program, learners will be able to:
- Examine estate planning considerations
- Analyze the rules of intestate succession
- Describe the requirements for a valid will
- Prepare a living will and powers of attorney
- Prepare a basic will
- Examine the requirements of trusts and supporting documents
- Describe the duties of a personal representative and procedure for appointment
- Create the initial estate administration documents
- Prepare an inventory document
- Examine creditor claims
- Describe tax law as it relates to estate planning
- Prepare final accounting and estate closing documents
- Describe estate administration concerns
- Use Microsoft Office®
There is a National Certification exam available to students who successfully complete this program:
- National Workforce Career Association (NWCA) Wills, Trusts & Estates (L-WTE)
Note: Inclusion of National Certification exam vouchers vary from school and payment / finance method. To check if they are included, you may message any of our advisors through any of our available channels herehttps://www.jobtrainingcourses.com/courses/law-legal-criminal-justice/wills-trusts-estates-specialist#aschools
- MyCAA for Eligible US Military Spouses
MyCAA is a $4000 education grant for spouses of service members on active duty in paygrades E1-E5, W1-W2, O1-O2. Spouses married to members of the National Guard and Reserves in the same paygrades, in title 10 orders, are also eligible.
MyCAA covers: tuition, externship and national certification exam vouchers
Our university partners provide, as job aids, at no extra cost: books / workbooks, laptop, mentor support, 12 mos subscription to CampusEd, job placement assistance.
To see if you qualify, message us here
- Army Credentialing Assistance
The Army Credentialing Assistance (CA) program is a government-instituted training and education program that provides a grant of up to $4,000 to eligible soldiers. The grant can be used to enroll in more than 1,600 industry-recognized off-duty career-training certificate programs, licensure exams, and academic or vocational credentials, and even re-certification. It was first made available in October 1, 2019 to the Fort Hood, Fort Campbell, Fort Carson, Fort Drum, Fort Riley, and JBLM bases. As of January 1, 2020, the program is available to all installations.
To see if you qualify, email us here
Grants (Non Military)
- Workforce Grant
We have partnered with private institutions to provide assistance to qualified students. The Workforce Grant is in place to help reinvigorate the workforce amidst the ongoing pandemic. If qualified, a student may receive up to 50% of tuition assistance.
To see if you qualify, message us here
- Zero Interest Monthly Payment Plans
Payment plans are available for any student at zero interest. This option is available for every university partner. Click here for a complete list.