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Estate Planning Course

Estate Planning Course
from 4 to 360h flexible workload
certificate recognized by MEC

What will I learn?

Get a proper understanding of how to plan your affairs after you're gone with our detailed course made for finance experts. Look closely at important things like setting up money for school fees, setting up trusts, and knowing about guardianship. Learn how to write a will, understand different types of trusts, and how power of attorney works. Improve your skills in explaining estate plans, understand the laws about estate tax, and learn how to value assets properly. Avoid making common mistakes that can cause legal problems and find out how to reduce estate taxes effectively. Improve your knowledge and make sure your clients' financial future is secure.

Elevify advantages

Develop skills

  • Get a good understanding of estate planning things: wills, trusts, and directives.
  • Know how the estate tax laws work: what's happening in Zambia and generally.
  • Improve how you value assets: businesses, land and houses, and retirement savings.
  • Write clear legal papers: avoid common mistakes.
  • Make the most of tax strategies: giving gifts and donating to charity.

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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