from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This straightforward Estate Planning Course equips you with practical strategies to set up wills, revocable trusts, and beneficiary designations for property, business shares, life insurance, and pension accounts. You'll grasp the fundamentals of probate and estate taxes, planning for incapacity, safeguarding assets, and checklists for execution, enabling you to create effective, lawful plans that secure wealth, minimise disputes, and respect client wishes.
Elevify advantages
Develop skills
- Design tax-efficient beneficiary arrangements: quickly align pensions, retirement savings, and insurance policies.
- Prepare and populate revocable trusts: avoid probate hold-ups and keep client matters private.
- Organise asset ownership: transfer land, companies, and accounts into trusts without hassle.
- Create plans resistant to debtors: apply spendthrift and protective trusts properly.
- Execute incapacity strategies: powers of attorney, health directives, and clear client discussions.
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
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

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The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

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