Estate Planning Course
This course equips you with essential estate planning knowledge for wealthy clients, covering trusts, wills, beneficiary setups, tax and probate fundamentals, asset titling, and creditor safeguards. Develop compliant strategies to transfer wealth securely, protecting every asset while reducing costs and conflicts effectively.

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.What our students say
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