CFP® Module 4 — Estate Planning Specialist

About this course

Wills, trusts, succession laws across faiths, gift planning, and the inter-generational structures Indian households increasingly need.

1. 1

   Module 4.1

   Indian succession landscape

   • Personal laws and their scope
   • Testamentary vs intestate succession
2. 2

   Module 4.2

   Drafting a will

   • Components of a valid will
   • Witnessing, registration, probate when needed
3. 3

   Module 4.3

   Hindu Succession Act 1956

   • Class I and Class II heirs
   • Coparcenary rights post-2005 amendment
4. 4

   Module 4.4

   Muslim, Christian, Parsi succession

   • Personal-law inheritance rules
   • Common interfaith planning issues
5. 5

   Module 4.5

   Joint holdings and nominations

   • Bank, demat, mutual fund, and property nominations
   • Common confusions between nominee and legal heir
6. 6

   Module 4.6

   Trusts in Indian planning

   • Private discretionary trusts
   • Public-charitable trusts and Section 8 entities
7. 7

   Module 4.7

   Gift planning

   • Gifts to relatives — Section 56(2)(x) exemptions
   • Clubbing of income from gifts
8. 8

   Module 4.8

   Powers of attorney and living wills

   • General vs special POA
   • Advance medical directives
9. 9

   Module 4.9

   HNW estate structures

   • Multi-jurisdictional considerations
   • Family-governance frameworks