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Estate Planning Course

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

What will I learn?

Gain practical skills to create wills, revocable trusts, and beneficiary designations for property, businesses, insurance, and retirement funds. Master probate basics, estate taxes, incapacity planning, asset protection strategies, and checklists to build efficient plans that safeguard assets, minimise disputes, and fulfil client wishes.

Elevify advantages

Develop skills

  • Design tax-efficient beneficiary plans for IRAs, 401(k)s, and insurance quickly.
  • Draft and fund revocable trusts to avoid probate and ensure privacy.
  • Title assets properly to transfer real estate, LLCs, and accounts into trusts seamlessly.
  • Create creditor-proof plans using spendthrift and protective trusts.
  • Set up incapacity measures with POAs, healthcare directives, and clear client talks.

Suggested summary

Before starting, you can change the chapters and 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 for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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