CE/CPE Course Information

Wills, Estate Administration, and Trusts

CPE Credits: 4
Subject Area: Legal Concepts
Field of Study: Business Law
Program Level: Overview
Lesson Version: 9-1
Publication/Revision Date: August 22, 2018
Prerequisites/Advanced Preparation: None

Learning
Objectives
After completing this course, you will be able to answer technical questions on
  • Wills
  • Intestate succession
  • Estate administration
  • Trusts
  • Allocation of receipts and disbursements of a trust or estate between principal and income
Course Topics
  1. Wills
  2. Intestate Succession
  3. Estate Administration
  4. Trusts
  5. Allocation between Principal and Income

This self-study course consists of an Audiovisual presentation or a 20-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 20 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

State Board and other CPE agency registrations can be viewed on our sponsor approvals page.

For more information regarding administrative policies such as complaints and refunds, please contact our CPE Department at (800) 874-5346 ext. CPE (273).