Education • Seminars • Online Learning
Education that brings clarity to estate transitions.
AAEAP offers practical education for families navigating estate settlement and for professionals who serve seniors, executors, and households in transition. Choose seminar-style learning or online modules — built for real-world situations.
For Clients & Families
Understand what happens next — and what to do first. These sessions are designed for adult children, executors, and seniors who want a straightforward plan.
- Step-by-step estate roadmap
- Downsizing decisions
- Clean-out & liquidation basics
- What documents to gather
Built to reduce overwhelm and help families make smart decisions with confidence.
For Professionals
Training and continuing education for estate analysts and transition professionals who want repeatable processes, higher standards, and member credibility.
- Best-practice frameworks
- Ethics & client care
- Case documentation
- Collaboration & referrals
Designed for professionals serving seniors, executors, and families in transition.
Seminars
Live, structured sessions focused on practical outcomes — not theory. Seminars can be offered privately for families, or as group sessions for communities and organizations.
- “What To Do First” checklist for executors and families
- Downsizing & relocation planning for seniors
- Organizing household assets and paperwork
- Understanding clean-outs, donation, liquidation, and sale prep
- How to coordinate with legal, real estate, and care teams
Online Education
Self-paced learning built for busy families and working professionals. Short modules you can complete on your schedule.
- Estate Transition 101 (foundations)
- Documentation & inventory basics
- Professional standards & ethics
- Client communication in high-emotion situations
- Reporting and coordination workflows
Coming soon: a structured learning library for both families and professionals.
Education FAQs
Is education only for professionals?
No. AAEAP offers education for families and seniors as well as training for professionals. The goal is clarity, structure, and better outcomes during estate transitions.
Are seminars virtual or in-person?
Seminars may be offered virtually or in-person depending on location and format. Use the request form and we’ll align on the best option.
Do you offer continuing education or certificates?
AAEAP education is designed to support professional development and consistent best practices. Program structure and member learning paths can expand as the association grows.