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Estate Planning Course

Estate Planning Course
from 4 to 360h 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 such as setting up education funds, creating trusts, and understanding guardianship. Learn to draft wills, explore various trusts, and navigate power 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor and the course from Elevify was crucial in my selection.
EmersonPolice Investigator
The course was essential in meeting my boss's and the company's expectations.
SilviaNurse
Very excellent course. Lots of valuable information.
WiltonCivil Firefighter

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