Professional Certificate in Estate Planning for Everyone
-- viewing nowThe Professional Certificate in Estate Planning for Everyone is a vital course designed to equip learners with the necessary skills to excel in estate planning. This program is essential in an industry where demand for skilled professionals continues to grow due to an aging population and increasing wealth preservation concerns.
6,510+
Students enrolled
GBP £ 140
GBP £ 202
Save 44% with our special offer
About this course
100% online
Learn from anywhere
Shareable certificate
Add to your LinkedIn profile
2 months to complete
at 2-3 hours a week
Start anytime
No waiting period
Course Details
• Introduction to Estate Planning — Understanding the basics and importance of estate planning, including the creation of wills, trusts, and other legal documents.
• Wills and Probate — Learning about the process of creating a will, the role of an executor, and avoiding probate.
• Trusts and Estate Taxes — Exploring different types of trusts, such as revocable and irrevocable trusts, and understanding how estate taxes affect them.
• Asset Protection — Discovering strategies to safeguard assets from creditors, lawsuits, and other potential threats.
• Health Care Directives — Exploring the importance of health care directives, living wills, and powers of attorney for health care.
• Financial Power of Attorney — Understanding the role of financial power of attorney, the different types, and their implications.
• Estate Planning for Blended Families — Navigating the unique challenges of estate planning when there are children from previous marriages involved.
• Special Needs Planning — Addressing the specific needs of family members with special needs and ensuring their financial security.
• Estate Planning for Small Business Owners — Learning about succession planning, buy-sell agreements, and other considerations for small business owners.
• Review and Maintenance of Estate Plans — Emphasizing the importance of regularly reviewing and updating estate plans to ensure they remain effective and up-to-date.
Career Path
Entry Requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course Status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
Why people choose us for their career
Loading reviews...
Frequently Asked Questions
Course fee
- 3-4 hours per week
- Early certificate delivery
- Open enrollment - start anytime
- 2-3 hours per week
- Regular certificate delivery
- Open enrollment - start anytime
- Full course access
- Digital certificate
- Course materials
Get course information
Earn a career certificate