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Estate Planning Course

Estate Planning Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This concise Estate Planning Course provides you with practical tools to structure wills, revocable trusts, and beneficiary designations for real property, business interests, life insurance, and pension 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-efficient beneficiary plans: align SIPPs, workplace pensions, and insurance quickly.
  • Draft and fund revocable trusts: reduce probate delays and protect client privacy.
  • Structure asset titling: transfer real estate, limited companies, and accounts into trusts smoothly.
  • Build creditor-resistant plans: use spendthrift and protection trusts effectively.
  • Implement incapacity plans: Lasting Powers of Attorney, advance 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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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