Professional Certificate in Estate Planning Essentials

Monday, 16 February 2026 10:08:38

International applicants and their qualifications are accepted

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Overview

Overview

Professional Certificate in Estate Planning Essentials


This comprehensive program is designed for estate planning professionals and individuals who want to gain expertise in creating wills, trusts, and other estate planning documents.


The program covers essential topics such as estate planning laws, tax planning, and wealth transfer strategies, providing learners with a solid foundation to navigate complex estate planning issues.


Through interactive modules and real-world case studies, learners will develop the skills to create effective estate plans that meet the unique needs of clients.


By completing this program, learners will be able to protect clients' assets and ensure their wishes are carried out after death.


Take the first step towards becoming an expert in estate planning. Explore the Professional Certificate in Estate Planning Essentials today and start building a successful career in this field.

Estate Planning Essentials is a comprehensive course that equips you with the knowledge and skills to create a lasting legacy for your loved ones. By mastering the fundamentals of estate planning, you'll gain a deeper understanding of estate planning and its importance in ensuring the smooth transfer of wealth. This course offers estate planning benefits such as tax efficiency, asset protection, and peace of mind. With a strong foundation in estate planning, you'll be well-positioned for a career in this field, with opportunities in law, finance, and wealth management. Unique features include expert-led sessions and real-world case studies.

Entry requirements

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

•
Wills and Testamentary Succession •
Estate Tax Planning and Exemptions •
Trusts and Estate Planning Strategies •
Powers of Attorney and Advance Directives •
Asset Protection and Guardianship •
Long-Term Care Planning and Medicaid •
Charitable Giving and Estate Planning •
Inheritance Taxation and Estate Planning •
Special Needs Planning and Estate Planning •
International Estate Planning and Taxation

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): £140
2 months (Standard mode): £90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about Professional Certificate in Estate Planning Essentials

The Professional Certificate in Estate Planning Essentials is a comprehensive program designed to equip individuals with the knowledge and skills necessary to navigate the complex world of estate planning.
This program is ideal for professionals such as financial advisors, attorneys, and accountants who want to enhance their expertise in estate planning and gain a deeper understanding of the laws and regulations governing estate planning.
Upon completion of the program, learners can expect to gain a solid understanding of estate planning concepts, including wills, trusts, powers of attorney, and tax planning.
The program's learning outcomes include the ability to analyze clients' estate planning needs, develop effective estate plans, and communicate complex estate planning concepts to clients.
The duration of the program is typically 4-6 months, with learners completing a series of online courses and assignments.
The Professional Certificate in Estate Planning Essentials is highly relevant to the financial services industry, as it provides learners with the knowledge and skills necessary to advise clients on estate planning strategies and help them achieve their financial goals.
The program is also relevant to the legal and accounting industries, as it provides learners with a deeper understanding of the laws and regulations governing estate planning.
By completing the Professional Certificate in Estate Planning Essentials, learners can enhance their career prospects and demonstrate their expertise in estate planning to employers and clients.
The program is offered by reputable institutions and is accredited by industry-recognized organizations, ensuring that learners receive high-quality instruction and training.
Overall, the Professional Certificate in Estate Planning Essentials is a valuable investment for individuals looking to advance their careers in estate planning or related fields.

Why this course?

Professional Certificate in Estate Planning Essentials holds significant importance in today's market, particularly in the UK. According to a recent survey by the Society of Trust and Estate Practitioners (STEP), 75% of UK adults have some form of estate plan in place, yet only 25% of those plans are up-to-date. This highlights the need for professionals and individuals alike to stay informed about the latest estate planning laws and best practices.
Year Percentage of UK Adults with an Estate Plan
2015 45%
2018 55%
2020 65%
2022 75%

Who should enrol in Professional Certificate in Estate Planning Essentials?

Ideal Audience for Professional Certificate in Estate Planning Essentials Individuals seeking to gain essential knowledge in estate planning, including
High net worth individuals Business owners and entrepreneurs
Executors, trustees, and administrators Those with significant assets, including property, investments, and businesses
Individuals aged 55+, with an estimated 1 in 5 UK adults having less than £10,000 in savings And 1 in 4 having no pension, highlighting the need for effective estate planning
Those seeking to ensure their loved ones are protected and provided for And to minimize the risk of inheritance tax and other financial burdens