from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This straightforward Estate Planning Course provides practical tools to set up wills, revocable trusts, and beneficiary designations for real property, business interests, life insurance, and retirement accounts. You will learn the basics of probate and estate tax, planning for incapacity, asset protection, and implementation checklists to create efficient, compliant plans that safeguard assets, minimise disputes, and respect client wishes.
Elevify advantages
Develop skills
- Design tax-efficient beneficiary plans: align IRAs, 401(k)s, and insurance quickly.
- Draft and fund revocable trusts: reduce probate delays and safeguard client privacy.
- Structure asset titling: transfer real estate, LLCs, and accounts into trusts smoothly.
- Build creditor-resistant plans: utilise 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.What our students say
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