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Estate Planning Course

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

What will I learn?

Gain essential tools for creating wills, revocable trusts, and beneficiary designations covering property, businesses, insurance, and retirement funds. Master probate, estate taxes, incapacity planning, asset protection, and checklists to build effective plans that safeguard wealth, minimise disputes, and fulfil client wishes.

Elevify advantages

Develop skills

  • Design tax-efficient beneficiary strategies for IRAs, 401(k)s, and insurance policies quickly.
  • Prepare and fund revocable trusts to avoid probate and ensure privacy.
  • Arrange asset ownership to transfer real estate, LLCs, and accounts into trusts seamlessly.
  • Create plans resistant to creditors using spendthrift and protective trusts.
  • Set up incapacity measures including power of attorney, healthcare directives, and client discussions.

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

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content that I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way of presentation and video transcription, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot in learning.
André Felipe
André FelipePrompt Engineering Student

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