After completing Estate Planning: Starting an Estate Plan, the user should be able to:

	Define the most commonly-used estate planning terms
	Determine the goals of his or her estate plan
	Choose members of an estate planning team
	Take inventory of the estate's assets
	Compare the different types of property ownership

What Is an Estate?

	Assets, liabilities, and responsibilities
	Your estate plan
	Your will

Looking Ahead

	Why many of us don't plan
	The importance of looking ahead
	Putting it all together

Getting Started

	What should your goals be?
	Starting now
	Your estate planning team
	Finding team members

Taking Inventory

	Tangible, intangible, and real property
	Where do you keep your papers?
	Don't put your will in the box!

Joint Property

	Joint tenancy
	Tenancy by the entirety
	Tenants in common
	Community property
	Separate property

This course has the following features:

	Exercises that allow users to practice the skills needed to prepare an estate plan
	A file containing the text of the exercises
	A file containing the text of the legal documents presented in the course
	Activities that allow users to apply concepts in an interactive questioning environment
	A course index
	A glossary
	A Skill Assessment

	Estate Planning: Sorting Out Your Assets (EPLC02)
	Estate Planning: Preparing Your Will (EPLC03)
	Estate Planning: All About Probate (EPLC04)
	Estate Planning: Considering Your Family (EPLC05)
	Estate Planning: Taxes to Expect (EPLC06)
	Estate Planning: Tax Strategies (EPLC07)
	Estate Planning: Retirement Issues (EPLC08)
	Estate Planning: Revising an Estate Plan (EPLC09)