Estate Planning Course
This course equips you with skills to handle estate planning for wealthy clients, covering trusts, wills, beneficiary setups, tax and probate essentials, asset titling, and creditor safeguards. Develop compliant strategies to transfer wealth efficiently, protecting every asset while reducing taxes and conflicts.

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.What our students say
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