from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This concise Estate Planning Course gives you practical tools to structure wills, revocable trusts, and beneficiary designations for real property, business interests, life insurance, and retirement accounts. Learn probate and estate tax basics, incapacity planning, asset protection, and implementation checklists so you can design efficient, compliant plans that protect assets, reduce conflict, and honor client intentions.
Elevify advantages
Develop skills
- Design tax-smart beneficiary plans: align IRAs, 401(k)s, and insurance fast.
- Draft and fund revocable trusts: cut probate delays and protect client privacy.
- Structure asset titling: move real estate, LLCs, and accounts into trusts smoothly.
- Build creditor-resistant plans: use spendthrift and protection trusts effectively.
- Implement incapacity plans: POAs, healthcare directives, and client communication.
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 are saying
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