Log in
Choose your language

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

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course