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Estate Planning Course

Estate Planning Course
from 4 to 360h flexible workload
certificate recognized by MEC

What will I learn?

Learn the important things about planning how to share your property after life with our course made for people who work with money. We'll talk about important things like setting up money for children's school, making trusts, and understanding who will take care of children if something happens. You'll learn how to write wills, understand different types of trusts, and how power of attorney works. Get better at explaining estate plans, understand the laws about estate tax, and learn how to value assets. Stay away from common legal problems and find ways to pay less estate tax. Become an expert and make sure your customers' money is safe for the future.

Elevify advantages

Develop skills

  • Learn how to use estate planning tools well: wills, trusts, and instructions.
  • Understand the estate tax laws: what's happening in the state and the country.
  • Get better at valuing assets: businesses, land, and retirement funds.
  • Write clear legal papers: so you don't have problems later.
  • Find the best ways to pay less tax: giving gifts and donating to charity.

Suggested summary

Before starting, you can change the chapters and 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

I was just promoted to Intelligence Advisor for the Prison System, and the Elevify course was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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