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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 straightforward Estate Planning Course provides practical tools to set up wills, revocable trusts, and beneficiary designations for property, business shares, life insurance, and pension accounts. You'll learn the basics of probate and estate taxes, planning for incapacity, protecting assets, and checklists for implementation, helping you create efficient, compliant plans that safeguard assets, minimise disputes, and respect client wishes.

Elevify advantages

Develop skills

  • Design tax-efficient beneficiary plans: align pensions, retirement savings, and insurance quickly.
  • Prepare and fund revocable trusts: avoid probate hold-ups and keep client affairs private.
  • Arrange asset ownership: transfer property, companies, and accounts into trusts without hassle.
  • Create plans resistant to creditors: apply spendthrift and protection trusts properly.
  • Put in place incapacity arrangements: powers of attorney, health directives, and 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.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change 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 change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, 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 help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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