Finance · Library course
Get Your Will and Estate Documents in Order
Stop leaving your family to guess. Set up the will, beneficiary forms, power of attorney, and healthcare directive that actually decide who gets what.
- Beginner
- 8 lessons
- 1 h 32 min to complete
7-day preview, no card needed. The course is in the library the day your academy goes live.
Finance
What it covers
What your people will learn.
- Finance
If you died this week, your family would be left guessing at the hospital, in the bank, and in front of a judge. This course closes every one of those gaps in about 90 minutes.
Most people stall on estate planning because it feels morbid, expensive, and built for the wealthy. So the documents never get done, and the wrong person ends up making medical calls or fighting over accounts. The truth that trips everyone up: a beneficiary form on your retirement account or life insurance overrides your will entirely, so a will alone is rarely enough.
This course walks you through each document in plain language and shows where each one actually controls. You will see what a will does and does not cover, why the beneficiary form beats it, what a power of attorney and a healthcare directive decide while you are still alive, how probate really works, and when a trust is worth it versus when it is not. It ends with a guided 90-minute sprint so you finish with real paperwork, not good intentions.
Who it's for
New parents: want a guardian named and money routed correctly before anything happens to them.
Anyone over 40 with assets: need the will, beneficiary forms, and directives aligned so nothing lands in probate by accident.
People caring for aging parents: want the power of attorney and healthcare directive in place before a crisis forces the decisions.
The lessons
8 lessons, in order.
About 1 h 32 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.
- The Documents Nobody Wants to Think About10 min
- The Will, What It Actually Does (And Doesn't)11 min
- The Form That Beats Your Will12 min
- Power of Attorney, The Document for the Living13 min
- The Healthcare Directive, Decisions Nobody Should Guess13 min
- Probate, Plain11 min
- Trusts, When You Need One, When You Don't10 min
- The 90-Minute Estate Sprint12 min
In your academy
A starting point, not a rental.
A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.
- 1
One click
Add it to your academy
Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.
- 2
Your brand
Rebrand it, edit it
It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.
- 3
Practice
Practice and the tutor come with it
Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.
On the same shelf
Other Finance courses your academy opens with. The library holds 150+ across eight tracks.
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Questions
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