StretchLearn Course

Protect the people you love before you have to

A clear, practical course that takes you from no plan to a complete, executed estate plan with real documents and current numbers

Preview Curriculum Back to Catalog

Beginner9 hr 20 minSelf PacedRegistered

Course Overview

What this course is designed to develop

This course walks you through the documents and decisions that determine who cares for your children, who makes your medical and financial choices if you cannot, and who inherits what you own. Using real instruments, current dollar thresholds, and worked examples, you will learn to assemble a complete starter estate plan, coordinate beneficiary designations so they do not contradict your will, and decide when a revocable living trust is worth the cost. By the end you will have a working plan you can execute and a calendar for keeping it current.

Learning Outcomes

What the learner should be able to understand, build, or execute.

Identify the four foundational estate documents every adult needs and what each one does

Draft and properly execute a valid will, including witnessing and a self-proving affidavit

Name financial and healthcare agents through durable powers of attorney and an advance directive

Coordinate beneficiary designations and titling so assets pass outside probate as intended

Decide whether a revocable living trust fits your situation using cost and probate-avoidance trade-offs

Build a review schedule that updates the plan after marriage, birth, divorce, death, or a move

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: Why Estate Planning Is for Everyone

Understand what an estate plan really is, what happens without one, and the four documents that form the foundation of any plan.

3 lessons

What Estate Planning Actually MeansContent · 45 min

Preview Enabled

Dying Without a Plan: Intestacy and Its CostsContent · 45 min

LMS Access

The Four Documents Every Adult NeedsContent · 45 min

LMS Access

Module 2

Module 2: Wills, Executors, and Guardianship

Write a will that is legally valid, choose the right people to carry it out, and use it to protect your children and shape your bequests.

3 lessons

Anatomy of a Valid WillContent · 50 min

LMS Access

Choosing Your Executor and GuardianContent · 45 min

LMS Access

Distributing Assets and Common Will MistakesContent · 45 min

LMS Access

Module 3

Module 3: Beneficiaries, Titling, and Avoiding Probate

Learn how the biggest assets actually transfer at death, coordinate beneficiary forms with your will, and decide whether a living trust is worth it.

3 lessons

Beneficiary Designations: The Will OverrideContent · 50 min

LMS Access

How Property Is Titled and Transfer-on-Death ToolsContent · 45 min

LMS Access

Probate and the Revocable Living TrustContent · 50 min

LMS Access

Module 4

Module 4: Incapacity, Healthcare, and Keeping the Plan Current

Put incapacity protections in place, document your healthcare wishes, organize the paperwork, and build a schedule that keeps the plan alive as life changes.

3 lessons

Powers of Attorney for Finances and HealthContent · 45 min

LMS Access

Advance Directives and End-of-Life WishesContent · 45 min

LMS Access

Organizing, Storing, and Updating Your PlanContent · 50 min

LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

estate planningwillspower of attorneybeneficiary designationsprobateliving trustadvance directiveguardianship