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Estate Planning

Estate planning is a job that focuses on helping people plan for the end of their life and the distribution of their estates. These people have advanced degrees in finance, law or accounting. In addition, they must have taken a Certified Estate Planner program and passed in order to become certified. They have advanced knowledge in laws involving wills, living trusts and trusts that will help shield the estate from taxes. Estate planners keep their certifications updated by taking classes that meet their credit requirements. Estate planners must also follow ethical standards set by their states. Estate planning is a career that is helps many people with making sure their life's wishes are carried out as desired. Estate planners can be primarily lawyers who specialize in estate planning or accountants who choose to learn the legal obligations and focus on estate planning.

Fast Facts

  • Estate planning professionals must be licensed financial, legal and tax professionals in addition to being certified through the National Institute of Certified Estate Planners.
  • Estate planning courses can be taken online however the certification exam must be taken in person at a registered facility.

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