In the exam, the candidate will be required to deal with all components of an estate situation, which will include taxation and legal issues as well as administrative problems. These issues must be dealt with as they would impact the estate presented. You are required to identify any issues that you feel may arise, even if you believe that your answer is to refer to an expert on the subject. You must consider all risks to the estate and trustee liability as well as opportunities to maximize the estate assets. Wherever possible you are to provide solutions.
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Upon successfully completing this course, you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion. Please note that a certificate will not be issued upon completion of this course.