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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
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Estate Planning

NID1025
Essential Estate Planning Documents & Probate Avoidance
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
22 Slides