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Estate Planning Course

Estate Planning Course
flexible workload of 4 to 360h
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
Workload: between 4 and 360 hours

What our students say

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

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