Wills and Trusts: Protecting What Matters Most- THE WOODLANDS
Join us in The Woodlands and earn your up to 2 CE Credits, REALTORS®!
The Woodlands 2-Step CE for REALTORS®
Two CE Classes. One Smart Move.
These two 1-Hour Credit Continuing Education classes are designed to help REALTORS® strengthen both the financial readiness and long-term protection of their clients—skills that matter well beyond the closing table.
CE Class 1: Wills & Trusts – Protecting What Matters Most
53746-RECE Course Number
This class introduces REALTORS® to the fundamentals of wills and trusts and how they intersect with real estate ownership.
Agents will learn:
- The key differences between wills and living trusts
- Which is better a Trust or a Will?
- Everyday scenarios that could have been avoided with proper planning
- How estate planning decisions impact heirs, sales timelines, and transactions
- What is Probate and How to Avoid It.
What agents gain:
Confidence in having informed conversations with clients about estate planning, clearer expectations during trust-owned transactions, and the ability to help clients avoid costly surprises after closing.
CE Class 2: Credit Class for Real Estate
38394-RECE Course Number
This course focuses on understanding credit as it relates to buyer qualification, contract strength, and closing success.
Agents will learn:
- How credit scores are calculated and commonly misunderstood
- What actually impacts a buyer’s ability to qualify
- The difference between credit myths and lender reality
- How credit improvements can affect purchasing power
- When and how to guide clients toward the right resources
What agents gain:
Stronger buyer consultations, fewer failed contracts, and the ability to position clients for success earlier in the process—saving time, deals, and reputations.
Join us in The Woodlands and earn your up to 2 CE Credits, REALTORS®!
The Woodlands 2-Step CE for REALTORS®
Two CE Classes. One Smart Move.
These two 1-Hour Credit Continuing Education classes are designed to help REALTORS® strengthen both the financial readiness and long-term protection of their clients—skills that matter well beyond the closing table.
CE Class 1: Wills & Trusts – Protecting What Matters Most
53746-RECE Course Number
This class introduces REALTORS® to the fundamentals of wills and trusts and how they intersect with real estate ownership.
Agents will learn:
- The key differences between wills and living trusts
- Which is better a Trust or a Will?
- Everyday scenarios that could have been avoided with proper planning
- How estate planning decisions impact heirs, sales timelines, and transactions
- What is Probate and How to Avoid It.
What agents gain:
Confidence in having informed conversations with clients about estate planning, clearer expectations during trust-owned transactions, and the ability to help clients avoid costly surprises after closing.
CE Class 2: Credit Class for Real Estate
38394-RECE Course Number
This course focuses on understanding credit as it relates to buyer qualification, contract strength, and closing success.
Agents will learn:
- How credit scores are calculated and commonly misunderstood
- What actually impacts a buyer’s ability to qualify
- The difference between credit myths and lender reality
- How credit improvements can affect purchasing power
- When and how to guide clients toward the right resources
What agents gain:
Stronger buyer consultations, fewer failed contracts, and the ability to position clients for success earlier in the process—saving time, deals, and reputations.
Good to know
Highlights
- 4 hours
- In person
Location
1900 Lake Woodlands Dr
1900 Lake Woodlands Drive
The Woodlands, TX 77380
How do you want to get there?

Agenda
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Doors Open
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Opening Remarks - Staci Neves
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