People spend most of their working lives acquiring money and assets. With decades of disciplined saving, older clients are looking for someone equally committed to making sure their real and personal property is properly distributed. Many retirees also want to ensure that heirs do not recklessly spend their bequeaths. Realizing the complexity of the law, few want to design their own estate plan. Becoming Board Certified in Estate Planning (BCE) means that you are someone whose counsel will actively be sought.

Estate planning specialists may impress clients, but more importantly, you will be viewed in the same light as an accountant or doctor; someone who is neutral and wants what is best for the investor. The BCE program covers all relevant aspects of estate planning; the information learned will apply to virtually all, if not all, of your clients. Course materials stress real world situations, definitions, and solutions presented in plain English.

Estate planning is taught in law and business schools, but the legalese and esoteric examples turn off students as well as would-be practitioners. Students tell us that even their clients easily understand our materials, concepts, and suggested courses of action. The BCE course emphasizes trusts and other effective planning tools. Unlike all other courses, special attention is given to what needs to be done after the client's death. The advice given by the Board Certified in Estate Planning practitioner during this period of grief will make you a permanent family advisor for generations to come.