NaviPlan Standard Training & Support
Elective module:
Estate objectives and testamentary trusts
This module will enable you to
Capture your clients’ existing estate plan and objectives and implement estate planning strategies in a recommended estate plan.
- Define estate planning assumptions
- Define your clients’ funded trusts and estate expenses
- Model your clients’ existing estate plan
- Create an alternate estate plan scenario with a credit shelter and marital trust
- Model a living trust in an alternate estate plan scenario
- Implement a recommended estate plan
- Evaluate relevant output pages in a client report to assess estate planning alternatives
| Self Study Options | Cost | Time |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
$50 USD | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
| Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the NaviPlan Standard v11.0 training materials you see here are still relevant for v11.2. | ||
