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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

I was just promoted to Intelligence Advisor of 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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