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Estate Planning Course
Master the essentials of estate planning with our comprehensive course designed for finance professionals. Delve into key topics like setting up education funds, creating trusts, and understanding guardianship. Learn to draft wills, explore various trusts, and navigate powers of attorney. Enhance your skills in presenting estate plans, grasp estate tax laws, and apply asset valuation techniques. Avoid common legal pitfalls and discover strategies to minimise estate taxes effectively. Elevate your expertise and secure your clients' financial futures today.
- Master estate planning tools: wills, trusts, and directives.
- Navigate estate tax laws: state and federal insights.
- Enhance asset valuation: business, real estate, retirement.
- Draft clear legal documents: avoid common pitfalls.
- Optimise tax strategies: gifting and charitable contributions.

4 to 360 hours flexible workload
certificate recognized by the MEC
What will I learn?
Master the essentials of estate planning with our comprehensive course designed for finance professionals. Delve into key topics like setting up education funds, creating trusts, and understanding guardianship. Learn to draft wills, explore various trusts, and navigate powers of attorney. Enhance your skills in presenting estate plans, grasp estate tax laws, and apply asset valuation techniques. Avoid common legal pitfalls and discover strategies to minimise estate taxes effectively. Elevate your expertise and secure your clients' financial futures today.
Elevify advantages
Develop skills
- Master estate planning tools: wills, trusts, and directives.
- Navigate estate tax laws: state and federal insights.
- Enhance asset valuation: business, real estate, retirement.
- Draft clear legal documents: avoid common pitfalls.
- Optimise tax strategies: gifting and charitable contributions.
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
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