All About WILLS
Learn with Dr Av Senthil, CFP
10 modules
English | Get 75% off/-
Access for 15 days
In this course we cover the basics of WILLS
Overview
Some of the common questions we have regarding "Writing a WILL" are
1. When should I write a WILL?
2. I am just 40 years young, should I write now? May be after I retire!
3. I have written the WILL and registered the same. So there will be no challenges in execution. Am I right?
4. I don't want to write a WILL and create relationship challenges / issues with my children / spouse - What are the consequences of not writing a WILL?
5. Should I write a letter of WISHES?
We have covered these questions in our course and also using few case studies.
These are shared from a pure 'knowledge' sharing perspective. It is better that you reach out to your Investment Advisor / Lawyer / Tax Advisor / Chartered Accountant / Auditor / Financial Advisor for your queries on WILLS.
Having said this, we are sharing a WILL template to kick start the process.
Let us NOT contribute our hard earned savings and investments to the 1 Lakh Crore Unclaimed club.
All these are covered in the short videos of this course.
As always if you aren't happy with the course, you can ask for full refund within 3 days of enrolment - No questions asked!!
Modules
01 Unclaimed Savings and Investments
02 Why Should I Create a Will?
03 Case Study #1
04 Case Study #2
05 Case Study #3
06 Case Studies "4 to 8"
07 Estate Planning
08 Who Should Create a Will?
09 Q&A
Sample Will Format with Checklist (For Personal use) (Downloadable MS Word Document)
FAQs
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Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.
About the creator
Learn with Dr Av Senthil, CFP
Meet Dr. AV Senthil, a finance pro with a PhD, CMA, and CFP. He's helping HNIs, individuals, and corporates manage their personal and business wealth. Now, he offers insightful online courses for all. Learn smart financial strategies from an expert. Join today for financial success and secure your future with confidence.
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