The Certified Executor Advisor (CEA) program
Topic
Estate Planning
Program ID
325912
Hours
28
Format
Self-Study / Recorded webinar
Complexity
Intermediate
Description
: The Certified Executor Advisor (CEA) designation program is an on-line curriculum designed to provide candidates with a practical level of knowledge covering all issues executors may face in the course of their duties. Empowering dialogue prior to death with those who have both risk and vested legal responsibilities creates significant planning opportunities. Designed for the multiple professions executors may turn to in the course of their duties, the program provides a high-level understanding of how each of the other professions can assist the executors with estate settlement, the testators with estate preparation, and ultimately, the heirs, with responsibly managing their
inheritance.
Learning Objectives
Though it is obviously challenging to summarize all of the learning objectives of a 30 hour program, by way of a brief summary, CEA candidates will learn: ethical responsibilities of executors, urgent issues arising upon death, duties of an executor, valuation and liquidation of real and other property, ethical management of digital property, a wide range of financial considerations of wealth transfer, necessary information about trusts, charities, the estate, and probate, administrative challenges of intestacy, stress, conflicts, dealing with beneficiaries, mistakes and abuses of authority, and finally, the art of the conversation, to know how to engage in difficult conversations in order to motivate Americans to take the actions necessary to achieve success and familial harmony.