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Estate Planning Course

Estate Planning Course
from 4 to 360h flexible workload
certificate valid in your country

What will I learn?

This concise Estate Planning Course provides 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 honour client intentions.

Elevify advantages

Develop skills

  • Design tax-smart beneficiary plans: align IRAs, 401(k)s, and insurance quickly.
  • 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

I was just promoted to Intelligence Advisor for the Prison System, 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

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Course in PDF