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NaviPlan Standard v11.0.2.3 - USA

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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

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Assets and liabilities module : : Incomes and expenses module : : Retirement goal analysis module : : Asset allocation module : : Life insurance analysis module : : Client reports module -------------------------------- Elective Modules : : Long-Term care module : : Monte Carlo module : : Detailed estate planning module : : Accumulation goals : : Advanced retirement features : : Disability insurance analysis : : Estate objectives & testamentary trusts : : Gifting, ILITs, and bequests