OS-PFI-1012 Estate Planning

Course Description

No one likes to think about becoming incapacitated or dying, but it is important to plan ahead in case the worst happens. This course discusses estate planning tasks.

By the end of this course, you will be able to

• Define a will
• Describe probate
• Understand beneficiaries
• Define trusts
• Describe durable powers of attorney for finances and healthcare

Estimated completion time (hours): 0.8