{"product_id":"protecting-your-client-s-legacy-the-advisor-s-role-in-post-death-administration","title":"Protecting Your Client’s Legacy: The Advisor’s Role in Post-Death Administration","description":"\u003cp\u003eWe 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.\u003c\/p\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo 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. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou 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.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf 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.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8654903\/Quiz-Protecting-Your-Client-s-Legacy-The-Advisor-s-Role-in-Post-Death-Administration\" rel=\"noopener\" target=\"_blank\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166633230407,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263_577dcefa-fd94-4efa-ab9a-9dabb08b2527.png?v=1788542560","url":"https:\/\/wcstore.wealthcounsel.com\/products\/protecting-your-client-s-legacy-the-advisor-s-role-in-post-death-administration","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}