Certified Estate and Trust Specialist™ | How it Will Help You

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 Certified Estate and Trust Specialist™ (CES™) 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 CES™ 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 CES™ 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 Certified Estate and Trust Specialist™ practitioner during this period of grief will make you a permanent family advisor for generations to come.

 

*You cannot practice law unless you are licensed to do so. An advisor who is not an attorney can describe general legal concepts (e.g., pros and cons of a living trust) but cannot offer legal advice (i.e., “You should set up a trust" or “I will draft (or fill out) a power of attorney for you" or “A trust would be better for you than a will").