BETA How To Spot Issues For Discussion When Reviewing Estate Documents
5 Hours CE
BETA How To Spot Issues For Discussion When Reviewing Estate Documents
5 Hours CE Credit (CFP, CPE, IWI, and American College)
Instructors
Michael Kitces, MSFA, MAX, CFP, CLU, ChFC, RHU, REBC, CASL
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
Estate planning is a vital part of a family’s financial plan, but clients often want clarity on what their documents say. The challenge is that estate planning documents vary widely by state and by attorney, so there is no one-size-fits-all method for reviewing estate planning documents. However, most estate planning documents have common elements that provide the core information that clients tend to be interested in. By the end of this course, you will be able to:
- Review estate planning documents
- Summarize the key information contained in the documents
- Discuss potential issues and opportunities with clients
Who This Course Is Right For
The course was designed for advisors with beginner to intermediate experience with estate planning. Advisors who have several years of helping clients plan for estate planning may find this course is not suited for their advanced experience level.
What You Get With How to Review Estate Planning
5 Hours CE
Automatic reporting for CFP, IWI,
and American College. Self-reporting for CPA CPE credits.
5 Modules
Over an hour and a half of educational videos
Kitces Certificate
Earn a Kitces Course Certificate
to add to your resume.
2 Real-World Case Studies
Practice applying planning strategies
to real-life situations.
1 Interactive Capstone
Put your learning into practice.
Self-Paced
Learn whenever it’s convenient for you.
Instructors
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Chief Financial Planning Nerd and Founder, Kitces.com
Head of Planning Strategy, Buckingham Wealth Partners
Michael Kitces is the founder and Chief Financial Planning Nerd at Kitces.com. He is also Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. In addition, he is a co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting.
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
Lead Financial Planning Nerd, Kitces.com
Chief Planning Officer, Buckingham Wealth Partners
Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com, guides advisors through Form 1040 and its associated items and schedules. Interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application. Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.
Pricing & Sign-Up Information
Our BETA Course Is Now Full
Stay tuned for the release of the course How To Spot Issues For Discussion When Reviewing Estate Documents next month.
100% Satisfaction Guarantee. Advisors may receive a full refund for Kitces Courses within 45 days of purchase, or prior to completing the course, whichever comes first. Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
Become a Premier Member
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership rates.
FAQS
General Questions
Who are the courses designed for?
Kitces Online Courses are designed for advisors who have limited to no experience interacting with clients. Advisors with five or more years of experience may find the course is not suited to their experience level.
How long will advisors have access to the course?
For our standard courses, advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
The content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.
Sign Up/ Log In
I want to buy the course, but why do I need a Kitces Account?
Our courses are housed on a Learning Management System (LMS) that is connected to Kitces.com. To purchase any of our courses, you will need to first login or create a Kitces account, and then you will be directed to the Learning Management System (LMS) to complete the purchase of your course.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! After logging into Kitces.com, click on "Courses" from the left navigation menu in the members section to return to your course dashboard.
CE Information
Are the courses CE-eligible? How is CE reported?
The courses are eligible for Continuing Education for CFP, CPE, and American College certifications, as well as most other relevant certifications. Kitces.com will report CE for CFP, IWI, and American College certifications on your behalf on the 1st and 16th of each month. A completion certificate will be emailed to you so you can self-report CPE and other relevant CE.
Will I receive a certificate?
Yes. A completion certificate will be emailed to you for reporting purposes.
Where do I add my certification number information?
If you didn’t include your certification number information upon signing up for the course, no worries! You can add it easily after signing into your Learner portal and completing the following steps:
1. Hover your mouse over Learner in the top-right menu to see a dropdown appear
2. From the dropdown, select My Info
3. Update the certification fields shown and click Update User
Refunds
What is the refund policy?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
