Course curriculum

  1. 1
    • Welcome to Written Wishes!

    • Welcome to Chapter 1!

    • Meet Your Course Coach.

    • Your Estate Planning Binder

    • What You Can Accomplish with an Estate Plan! Items 1-5

    • What You Can Accomplish with an Estate Plan! Items 6-12

    • What You Need to Know About Estate Taxes.

    • The Truth About Trusts

    • More about Trusts

    • Chapter 1 Quiz

    • Complete Chapter 1 - Communicate with Your Coach

  2. 2
    • Welcome to Chapter 2!

    • Passing Assets to Heirs Efficiently

    • What You Need to Know to Assemble Your Asset Information

    • Adding Your Asset Detail to Your Binder

    • Assembling Your Debt Information

    • Adding Your Debt Detail to the Binder

    • Net Worth Statement

    • D$%13DJKfdFu39@ErJ2...What is my Password?

    • Adding Your Digital Assets to the Binder

    • Other Assets to Inventory

    • Complete Chapter 2 - Communicate with Your Coach!

  3. 3
    • Welcome to Chapter 3!

    • What is the Purpose of a Will?

    • Your Will

    • Advanced Directives for Health Care

    • Financial Power of Attorney

    • Chapter 3 Quiz

    • Complete Chapter 3 - Contact Your Coach

  4. 4
    • Welcome to Chapter 4!

    • Who Needs Life Insurance?

    • Life Insurance - How Much do You Need?

    • Other Things to Know about Insurance Policies

    • Quiz on Insurance

    • Get Appropriate Life Insurance In Place

    • Complete Chapter 4 - Communicate with Your Coach!

    • Closing Thoughts on Written Wishes