Yellow MasterClass: The Complete Guide to Modern Estate Planning
Nikhil Varghese
9 modules
English
Certificate of completion
Lifetime access
Learn at your own pace on how to secure your legacy with expert estate planning strategies
Overview
This comprehensive course draws on 20+ years of expert experience to provide clear, actionable guidance on modern estate planning in India. Covering Wills, Trusts, Probate, Taxes, and more, it empowers you to skip the costly lawyers and confidently create your own estate plan.
This course is pre-recorded. Learn at your own pace!
Key Highlights
Create a personalized estate plan
Understand the role of Wills and Trusts
Minimize tax implications
Navigate the probate process
Protect your assets for future generations
What you will learn
Develop a customized estate plan
Learn how to create an estate plan tailored to your specific circumstances and objectives.
Understand Wills and Trusts
Gain insight into the functions of Wills and Trusts as estate planning tools and how they can benefit your beneficiaries.
Minimize tax liabilities
Discover practical ways to reduce tax implications on your estate and maximize the inheritance for your loved ones.
Navigate probate with ease
Get guidance on the probate process and how to streamline the transfer of assets to heirs.
Protect assets for heirs
Explore strategies to safeguard your assets and ensure a smooth transfer to future generations.
Modules
Welcome
1 attachment • 2.75 mins
Intro
Public Cases
1 attachment • 7.64 mins
Public Cases of Estate Planning
The Basics
1 attachment • 17.7 mins
The Basics of Estate Planning
The Tools
2 attachments • 43.89 mins
Everything about Wills
Everything about Trusts
Legalese
1 attachment • 17.35 mins
Terms Related to Estate Planning
Case Studies
1 attachment • 15.37 mins
Case Studies for Estate Planning
Will Writing
1 attachment • 31.24 mins
How to write a Will with Yellow
Quiz
1 attachment • 30 mins
Yellow MasterClass Quiz
Bonus
10 attachments • 31.97 mins
Estate planning for women
Estate planning for NRIs
Estate planning for Seniors
Estate planning to understand Ancestral Property
Asset transfer post demise
Yellow Asset Tracker [DOWNLOAD]
AMD Format [DOWNLOAD]
Complete Will Checklist [DOWNLOAD]
Yellow SMART Guide [DOWNLOAD]
Global Will Checklist [DOWNLOAD]
Certification
When you complete this course you receive a ‘Certificate of Completion’ signed and addressed personally by me.
FAQs
How can I enrol in a course?
Enrolling in a course is simple! Just browse through our website, select the course you're interested in, and click on the "Enrol Now" button. Follow the prompts to complete the enrolment process, and you'll gain immediate access to the course materials.
Can I access the course materials on any device?
Yes, our platform is designed to be accessible on various devices, including computers, laptops, tablets, and smartphones. You can access the course materials anytime, anywhere, as long as you have an internet connection.
How can I access the course materials?
Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.
Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.
About the creator
Nikhil Varghese
Nikhil, a CA by profession, spent a large portion of his 15-year career at PwC and Ernst & Young involved in estate planning, taxation, and M&A transactions. Most recently he advised Indian and NRI HNIs and UHNIs, family offices, and businesses as the South India regional head for estate planning at IIFL Wealth. At Yellow, he is building a team of estate planning experts to provide users with best-in-class support to complement our tech platform.
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