NaviPlan Standard Training & Support
Elective module:
Estate objectives & testamentary trusts
Objectives
• Describe estate planning assumptions
• Include past gifting and estate expense details
• Analyze a Simple Will scenario
• Create living and marital trusts
• Implement a recommended estate plan
| 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 |
