Skip to content

Assentt Coach

Learning paths Rewards Leaderboard Pricing

Sign in Start learning free

Learning paths Rewards Leaderboard Pricing Start learning free

Coach/Learning paths/Wealth and estate planning/Estate planning

Learning path overview

0%

Wealth and estate planning

9 units

1Module 1Build the plan

Net worth and goals9m
Asset allocation and fees10m
Asset locationCheck

2Module 2Retirement income

CPP and OAS timing10m
Drawdown order and RRIFs10m
Retiring from a corporationCheck

3Module 3Estate planning

Wills and powers of attorney9m
Taxes at death10m
Probate, beneficiaries and trustsCheck

Module 3 · Unit 3 of 3

Probate, beneficiaries and trusts

10 min
+10 XP
Knowledge check · +25 XP
VIP
Completed

You're exploring without an account.Your progress is saved on this device. Create a free account to keep it, earn XP and climb the leaderboard.

Save my progress

Locked unit

Unlock this unit

Create free account Sign in

Knowledge check

Passed

Choose the best answer for each question, then check your answers.

Finished this unit?

Pass the knowledge check, then complete the unit to bank your XP.

Previous unitTaxes at death Finish learning pathBack to the learning path

In this unit

Rewards

Complete unit+10
Pass the check+25
Path trophy+100

Assentt Coach

Build real money skills—one lesson, quiz, and badge at a time.

Educational content—not a substitute for personalised professional advice.

Learn

Learning paths
XP, levels & trophies
Leaderboard
Pricing
My learning

More from Assentt

Assentt AI
Contact
FAQ

Assentt

© 2026 Assentt. Assentt Coach is part of the Assentt family.