Mastery Hub: Wills

Mastery: Wills is a comprehensive course designed for legal professionals, estate planners, and individuals seeking deep expertise in the creation, interpretation, and execution of wills. This program covers the full lifecycle of wills, from fundamental principles of testamentary capacity and formalities to advanced topics such as testamentary trusts, codicils, and contested wills. Participants will gain authoritative knowledge of jurisdictional variations, revocation methods, and the integration of wills with broader estate planning strategies. Essential for anyone aiming to achieve mastery in probate law and estate administration, this course equips learners with the precision and confidence required to navigate complex familial and financial legacies. In an era of increasing asset diversity and cross-border estates, a thorough command of wills is indispensable for mitigating disputes and ensuring client intentions are honored.

What You'll Master

  • Master the legal requirements for a valid will, including testamentary capacity, intent, and formal execution.
  • Analyze and draft various will structures, such as simple wills, mirror wills, living wills, and testamentary trusts.
  • Evaluate grounds for contesting wills, including undue influence, fraud, lack of capacity, and improper execution.
  • Apply strategies for will revocation, alteration through codicils, and integration with other estate planning tools.
  • Navigate jurisdictional differences in probate processes, international wills, and cross-border estate distributions.

Educational Value

This course is specifically tailored for candidates preparing for professional certifications and examinations in estate planning, trust law, and probate practice, such as the Certified Estate Planner (CEP), the American Bar Association’s estate planning specialty, or similar bar and licensing exams. It provides in-depth coverage of will validity, construction, and contests—topics frequently tested in advanced legal and financial credentialing exams. Mastery of these concepts ensures readiness for case-based questions, drafting exercises, and ethical scenario analyses commonly encountered in high-stakes assessments.

Mastery Resources

This program contains 4 specialized sub-courses.

Fundamentals of Will Drafting Mastery Hub: The Industry Foundation
Fundamentals of Will Drafting Mastery Hub: The Industry Foundation
Legal Requirements for Valid Wills Mastery Hub: The Industry Foundation
Legal Requirements for Valid Wills Mastery Hub: The Industry Foundation
Executor and Trustee Responsibilities Mastery Hub: The Industry Foundation
Executor and Trustee Responsibilities Mastery Hub: The Industry Foundation
Beneficiary Designation Strategies Mastery
Beneficiary Designation Strategies Mastery
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