Advising on Wills and Intestacy

A will is an important and powerful document that many Canadians wrongfully avoid. You need to help your clients learn the costs of not having a will and the very negative results of such a decision. Learn how easily the potential heartbreak, surprises, and financial devastation can be avoided.

Learn the 11 reasons that a will should be reviewed, the 7 arguments commonly given for not preparing a will (and the 7 reasons these arguments are invalid), and 6 types of financial abuse arising from a POA.This course also describes common mistakes made in will preparation and provides a highly useful Asset Inventory form and a Beneficiary Endowment form to use with clients. Use them to determine the value of the estate and whether beneficiaries will inherit as planned. Here is practical, everyday information that is at the very basis of financial planning.

  • Download the course materials for reading and print before course expiration
  • Each quiz requires a 60% or higher grade to pass and earn a certificate
  • Download your certificate to your device or computer for safe keeping