Estate Planning Course

What will I learn?

Learn the important things about planning how your property and belongings will be shared after you pass away. This course is made for people who work with money and finances. You'll learn about setting up money for children's school fees, making trusts, and understanding who will take care of children if their parents are gone. You'll also learn how to write wills, understand different types of trusts, and how power of attorney works. Improve your skills in explaining these plans to people, understand the laws about estate tax, and learn how to value things like land and property. Learn how to avoid problems with the law and find ways to pay less tax on your estate. Become an expert and help your clients make sure their money and property are safe for the future.

Develop skills

Enhance the practical skills listed below

Learn how to use important tools for planning your estate: wills, trusts, and instructions.

Understand the laws about estate tax: what the government says you need to pay.

Get better at figuring out how much things are worth: businesses, land, and retirement savings.

Write clear legal papers: avoid common mistakes.

Find the best ways to reduce tax: giving gifts and donating to charity.

Suggested summary

Workload: between 4 and 360 hours

Before beginning, feel free to change the chapters and the workload.

  • Choose which chapter to start with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can add

You will be able to generate more chapters like the examples below

This is a free course focused on personal and professional development. It is not akin to a technical, undergraduate, or postgraduate course, but offers practical and relevant knowledge for your professional journey.