Course Description
Scroll Down to Register
This is a Beacon Hill Course-in-a-Book™ title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-Book™ title, you have two purchase options:
– Purchase the "Hardcopy Book (mailed), Online Exam" or
– Purchase the "Online Exam ONLY (You Have the Book)" – In this case you already own the book or you will be purchasing the e-Book from the publisher.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course was updated on 4/20/2021
This course and exam are based on the book Executor's Guide by Mary Randolph.(9th ed., 2021, Nolo).
Settle an estate or trust with this all-in-one guide for executors. The Executor's Guide will help you make progress, one step at a time, through the unfamiliar land of legal procedures and terminology. It explains how to:
figure out who inherits property
claim life insurance, Social Security, and other benefits
understand a will
determine whether or not probate is necessary
Field of Study:
CFP Board: Estate Planning
NAPFA: Estate Planning
Level of Complexity: Overview
This course is registered with the CFP Board (Course ID #245564).
