Protecting Your Client’s Legacy: The Advisor’s Role in Post-Death Administration

We often hear people talk about “winding up affairs” for a deceased loved one; this course will review what “winding up affairs” (i.e., the process of post-death administration) really means. Watch now to learn how that process unfolds whether the deceased had no estate plan, a will-based plan, or a revocable living trust-based plan. This course also explores the ways advisors can work with their clients and their client’s legal counsel to ensure the smoothest possible post-death administration experience in ways that will strengthen and enrich their client relationships now and in the future.

This course is eligible for 1.0 credit.

To receive certified financial planner (CFP) or continuing education (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. 

Please note the following before you begin:

• You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
• Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
• After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
• This on-demand program is not eligible for certified professional education (CPE) credit.
• If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
• You will receive a link to a brief course evaluation after completing the quiz. 

Click here to start the quiz.