Advance Directives and Non-Traditional Families

This credential documents competencies including 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 explain special estate planning considerations as relates to non-traditional families, power of attorney, healthcare surrogates, advance directives and other provisions.