Estate Planning Certification Exclusive for Real Estate Professionals to fully serve clients and families.

Be on the families team as they pass their wealth to the next generation. Join a team with estate planning, financial advisors and real estate professionals that are capturing clients and relationships and fast becoming the advocate for their property and asset protection.

The Silent Generation—the parents of the Boomer—and Boomers will pass down $84.4 trillion in assets through 2045, with $72.6 trillion going directly to heirs, according to an analysis by financial market intelligence firm Cerulli and Associates.

Be active in the largest property transfer in history.

Learn how to tap into the greatest wealth transfer in history increasing your business opportunities and additional revenue by adding estate planning knowledge to your skill set.

Gain a Realtor Estate Planning Advocate Certified in Estate Planning (REPAC) Designation
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*This 8 Hour Course has been condensed to 3 hours.
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The course covers today's need for estate planning, who makes up the estate planning team and how you tap into those professionals that influence the family decisions, and how to get families to take action.
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Learn about the core of estate planning, Wills, Common use of Trusts, Powers of Attorney, Life Estates, Living Will and more.

$595

Realtor Introduction to Estate Planning & Marketing Services

  • What is Probate?

  • Why Estate Planning is Important

  • Traditional Advisors in Estate Planning

  • Estate Planning for Real Estate Professionals

  • The Importance of Asset Protection

  • Property Transfers and Distributions

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The Fundamentals and Basics of Estate Planning

  • Proper use of Wills

  • Trusts - Revocable / Irrevocable

  • Types of Power of Attorney Documents

  • Life Estates

  • Living Wills and Advance Directives

  • HIPPA Authorizations

  • Special Needs Trusts

  • Pet Trusts

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Engaging Clients in Estate Planning

  • How to craft conversations about avoiding Probate

  • The importance of accessing children and family medical records

  • How to craft your business around protecting assets

  • How to be first in line when property is transferred or sold

  • The marketing genious of updating Wills, Trusts and POA's

  • How to get knowledge of estate and property inheritance

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All students that complete the course and sit through a 45 minute interactive mock estate planning session are awarded use of the REPAC Designation along with this certificate of course completion and acknowledgement of estate planning fundamentals.

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