Property and Estate Planning

Credentials in Wills, Trusts & Estates demonstrate competency in estate planning, the preparation of wills, and creation of trusts while relying on an understanding of the array of legal instruments to transfer assets and property. The professional working in estate planning also has expertise in the administration of an estate including the executor’s role, probate court, and tax liabilities for a decedent’s estate. Specifically, this badge demonstrates the earner's ability to describe types of property, estates, and probate and non-probate assets that drive the necessity of wills and other estate planning.