This course introduces the principles of estate planning and explains how individuals can structure their financial and legal affairs to protect and distribute their assets effectively.
Topics Covered:
Individuals planning for intergenerational wealth transfer
Business owners preparing succession and legacy plans
Legal, tax, or financial advisors supporting clients with estate matters
Trustees or executors managing deceased estates
Professionals in fiduciary, financial planning, or estate administration roles
English literacy is essential for understanding legal documents, tax implications, and estate planning terminology. It enables learners to interpret wills, trusts, and succession plans accurately, ensuring that clients’ wishes are implemented effectively and compliantly.