CES - Certified Estate Specialists

Certified Estate Specialist (CES)

You only have one opportunity to sell the family estate. Shouldn't you make sure you have a top-notch professional?

A Certified Estate Specialist has advanced education in exactly how to deal with the settling of estates, from working with family members to dealing with lawyers and accountants.

Families take a lifetime to acquire and maintain their assets. It can take only hours to dispose of those assets. Make sure you seek out a Certified Estate Specialist so that all aspects of the settling of the estate can be handled appropriately to the benefit of estate executors.

Certified Estate Specialists are accustomed to dealing with other professionals, such as CPA's, tax attorney's, financial planners and family lawyers. They are familiar with the legal requirements and restrictions on their geographic areas, and will use their knowledge to bring the greatest return to those involved in the sale.

Class Description

Learn to market your services to professionals (CPAs, trustees, tax attorneys, financial planners, etc) who deal with estates.

This course covers:

• Legal and financial aspects
• Duties
• The relationship of parties involved in an estate
• The role of the auctioneer
• How to position your firm to take advantage of this opportunity

Credit Hours: 21 (3 days)

Who Should Attend? Auctioneers wanting to develop alliances with estate planning professionals.