Certification: Certified Estate and Trust Specialist
4141 Jutland Drive, Suite 330 San Diego, CA 92117
The CES designation will teach you exactly what you need to know about estate planning and asset repositioning implementation. You will learn about estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, wills, and post-mortem guidelines. In addition, you'll gain sophisticated knowledge about control trusts, incapacity, and funerals.
- More than two years of education or training after high school required?
- Yes
- More than two years of work experience required?
- Yes
- Oral or Written Exam Required?
- Yes
Online Exam
Specialty
The certification corresponds to a specialty within a recognized occupation. For example, Oncology Nurse and Pediatric Nurse are specialties within the nursing field, so Certified Oncology Nurse and Certified Pediatric Nurse would be classified as specialty certifications.