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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?

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.
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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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