Inheritance Planning and Heir Preparation (ESC 800)

Maturity Markers and Inheritance Readiness

Without a doubt, the most complex area of planning is inheritances. There is nothing more devastating than an ill-thought-out inheritance plan. In this course, we learn how to use “maturity markers” to help parents and grandparents objectively assess the readiness of their heirs to receive an inheritance. We will also show you how to use an inheritance “fire drill” to determine the right amount of inheritance for each heir.


  • Understanding inheritance conundrums and how to overcome them
  • Using maturity markers to assess readiness of heirs to receive an inheritance
  • Learning how to conduct an inheritance “fire drill” with your clients



Inheritance Planning and Heir Training (ESC 800)

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