4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This concise Estate Planning Course gives you practical tools to structure wills, revocable trusts, and beneficiary designations for real property, business interests, life insurance, and superannuation accounts. Learn probate and estate tax basics, incapacity planning, asset protection, and implementation checklists so you can design efficient, compliant plans that protect assets, reduce conflict, and honour client intentions.
Elevify advantages
Develop skills
- Design tax-smart beneficiary plans: align superannuation, retirement funds, and insurance quickly.
- Draft and fund revocable trusts: cut probate delays and protect client privacy.
- Structure asset titling: move real estate, companies, and accounts into trusts smoothly.
- Build creditor-resistant plans: use spendthrift and protection trusts effectively.
- Implement incapacity plans: enduring powers of attorney, advance care directives, and client communication.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.

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