flexible workload from 4 to 360h
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 fulfil client wishes.
Elevify advantages
Develop skills
- Design tax-efficient beneficiary arrangements: quickly match IRAs, 401(k)s, and insurance policies.
- Prepare and populate revocable trusts: avoid probate hold-ups and maintain client confidentiality.
- Organise asset ownership: transfer real estate, LLCs, and accounts into trusts without hitches.
- Develop plans resistant to creditors: apply spendthrift and protective trusts proficiently.
- 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
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