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Estate Planning Course

Estate Planning Course
4 to 360 hours of flexible workload
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 Differentials

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 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

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 switch platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the presentation style and video transcription, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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