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Foundational · coming soon
Estate Planning Basics
Build a repeatable process from the first interview through a coordinated, signed and funded plan.
The planned curriculum
An outline of the course in development—not a list of completed lessons.
- Client discovery and planning goals
- Wills, trusts and nonprobate transfers
- Financial powers, healthcare planning and fiduciary selection
- From verified facts to a coordinated draft
- State-specific signing and funding
- Capstone: a complete fictional client matter
What you will work toward
A client fact map, planning recommendation, document-review checklist and implementation plan.
Suggested preparation
Licensed attorneys entering estate planning; no prior estate-planning coursework assumed.
Equivalent experience can replace foundational coursework; a separate course purchase is not a prerequisite.