Personal Finance

Estate Planning Basics

Protect the people you love before you have to

12 lessons4 modules9h 20m durationbeginner level

Instructor: StretchLearn Faculty

About this course

This course walks you through the documents and decisions that determine who cares for your children, who makes your medical and financial choices if you cannot, and who inherits what you own. Using real instruments, current dollar thresholds, and worked examples, you will learn to assemble a complete starter estate plan, coordinate beneficiary designations so they do not contradict your will, and decide when a revocable living trust is worth the cost. By the end you will have a working plan you can execute and a calendar for keeping it current.

Curriculum

Module 1: Why Estate Planning Is for Everyone3 lessons

What Estate Planning Actually MeansPreview45m
Dying Without a Plan: Intestacy and Its Costs🔒45m
The Four Documents Every Adult Needs🔒45m

Module 2: Wills, Executors, and Guardianship3 lessons

Anatomy of a Valid Will🔒50m
Choosing Your Executor and Guardian🔒45m
Distributing Assets and Common Will Mistakes🔒45m

Module 3: Beneficiaries, Titling, and Avoiding Probate3 lessons

Beneficiary Designations: The Will Override🔒50m
How Property Is Titled and Transfer-on-Death Tools🔒45m
Probate and the Revocable Living Trust🔒50m

Module 4: Incapacity, Healthcare, and Keeping the Plan Current3 lessons

Powers of Attorney for Finances and Health🔒45m
Advance Directives and End-of-Life Wishes🔒45m
Organizing, Storing, and Updating Your Plan🔒50m