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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

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify 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
Very great course. Lots of rich information.
WiltonCivil Firefighter

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