Course Details

Homeownership is a cornerstone of asset building, and protecting that investment is essential to preserving intergenerational wealth. This three-day, in-person course equips housing counselors and program managers with practical tools to help clients navigate estate planning and property inheritance. Participants will explore wills, trusts, probate, and legal mechanisms that safeguard homeownership across generations. The course also addresses title issues, access to estate planning services, and strategies to protect property value. Participants will be better prepared to guide families in securing their legacy and assets through comprehensive planning tailored to their community’s needs and challenges.