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Estate Planning - Starting an Estate Plan


This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

This lesson is part of our Estate Planning online training series which contains over 25 hours of self-paced courseware. Our web-based training provides 6 months of unlimited access.


After completing this course you will 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?
  • Looking Ahead
  • Getting Started
  • Taking Inventory
  • Joint Property

This course is for anyone who wants to get the most out of using Estate Planning.

Prerequisites: None:

Technical Requirements:

  • Internet connection
  • Browser: Internet Explorer, FireFox, Chrome, Safari, Opera or any standards compliant browser.
  • Authorware and Macromedia Flash player recommended but not required.
  • JavaScript must be enabled.

Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 6 months of unlimited access (1 user), includes a variety of features and all courses qualify for Continuing Education Unit credit.

StaffKit is an e-learning leader in providing computer training tutorials and online education. We have satisfied customers in over 75 countries using our online training courses. We have been a leading provider of self-paced web based training for the past 10 years.

Total Courses: 9
Total Time: 25+ hours
Only $49.95
Available in Package only
Total Courses: 62
Total Time: 212+ hours
Only $99.95
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