Estate Planning & Real Property: What Every Real Estate Agent Needs to Know
A live, four hour CE class taught by an Atlanta estate planning attorney, built to help you spot the trust and title problems that quietly kill closings.
Same Class. Same CE Credit.
Choose How You Join.
Live via Zoom
Join from your home, office, or anywhere
- Full 4 hours of live CE credit
- Attend live from any device
- Real-time Q&A with the instructor
- Downloadable checklists and reference cards
- Same curriculum as the in-person class
Live In-Person
Keller Williams, Cumberland, Atlanta
- Full 4 hours of live CE credit
- In-the-room access to the instructor
- Catered lunch provided
- Printed materials and networking
- Downloadable checklists and reference cards
Limited to 80 seats. When they are gone, they are gone.
The in-person seat is $20 more than Zoom, which covers the cost of your catered lunch.
The Five Estate Issues That
Quietly Kill Real Estate Deals
The Unfunded Trust
Your seller has a trust, but the property was never actually transferred into it. Learn to catch this at the listing stage instead of at the closing table.
Title Held in a Deceased Person's Name
The owner passed and title was never moved. Know what probate or administration looks like and how it changes your timeline.
Heirs' Property & Multiple Owners
When property passes without a will, ownership can fracture across many heirs. Recognize the signs before you take the listing.
Powers of Attorney Gone Wrong
A signer is acting under a power of attorney that may not actually authorize a real estate sale. Spot the red flags early.
Missing Trust Documents
Everyone says there is a trust, but no one can produce it. Understand what documents the closing actually requires and how to get the deal back on track.
The Full Curriculum
Six teaching modules covering the trust, title, probate, and Georgia-law fundamentals every agent needs to protect a closing.
Trust & Property Fundamentals
How trusts hold real property and what an agent needs to verify.
Title, Deeds & Trust Funding
Reading the deed, confirming title, and why funding matters.
Probate, Estates & Heirs' Property
What happens when an owner dies and how it affects the sale.
Powers of Attorney & Capacity
When a POA can sign, when it cannot, and the warning signs.
Document Walkthroughs
A hands-on look at the actual documents you will encounter.
Georgia Law & Issue Spotting
Georgia-specific rules and real scenarios you will practice.
This Is Not a Checkbox CE Course
Taught by a Practicing Attorney
You learn from someone who works on these exact trust, title, and estate matters every single week, not a generic CE narrator.
Real Documents, Real Scenarios
You walk through the actual documents and practice spotting the issues before they become a problem at closing.
Skills That Save Closings
One issue caught at the listing stage can save a deal, a commission, and a client relationship. This class pays for itself many times over.
Amber Saunders, Esq.
Principal Attorney & CEO, The Saunders Firm, P.C.
Amber is an estate planning and real property attorney who has been practicing since 2013. She works on the trust, title, and probate issues in this class every week, which is exactly why she built it.
She created this course because she was tired of watching closings fall apart over trust and title problems that could have been caught at the listing stage. She teaches from real cases, real documents, and real Georgia law.
"I don't want to make you an estate planning lawyer. I want to make you the agent who knows when to pick up the phone and call one."
Before You Reserve Your Seat
How many CE hours do I earn?
The class provides 4 hours of continuing education credit, awarded through WR Real Estate Academy, our affiliated school.
What is the difference between the $27 and $47 options?
The class itself, the curriculum, and the CE credit are identical. The $27 option lets you attend live by Zoom. The $47 option is for attending live and in person at the Keller Williams location, and the extra $20 covers your catered lunch.
Where is the in-person class held?
Keller Williams, 2700 Cumberland Pkwy SE, Suite 400, Atlanta, GA 30339. In-person attendance is limited to 80 seats.
When is the class?
Thursday, June 25, 2026, from 11:00 AM to 3:00 PM Eastern Time. Both the Zoom and in-person groups attend the same live session together.
Do I need any estate planning background?
No. This class is built for working real estate agents. You will learn to recognize trust and title issues and know when to bring in an attorney, not to practice law yourself.
Will I get materials to keep?
Yes. Both options include downloadable checklists and reference cards you can use at your next listing.
4 CE Hours. From $27.
Reserve Your Seat for June 25.
The in-person room is capped at 80 seats and lunch is included. Once it fills, only the Zoom option remains.
CE credit provided through WR Real Estate Academy. Thursday, June 25, 2026, 11:00 AM to 3:00 PM ET.
