Professional Certificate in Estate Planning

Friday, 13 February 2026 15:27:10

International applicants and their qualifications are accepted

Start Now     Viewbook

Overview

Overview

Professional Certificate in Estate Planning


This comprehensive program is designed for estate planning professionals and individuals seeking to enhance their knowledge in this area.


The primary focus of the Professional Certificate in Estate Planning is to equip learners with the necessary skills and knowledge to create effective estate plans, ensuring that individuals' wishes are respected and their assets are distributed according to their desires.


Through a combination of theoretical and practical modules, learners will gain a deep understanding of estate planning concepts, including wills, trusts, and probate law.


By completing this program, learners will be able to:


Develop a comprehensive understanding of estate planning principles and strategies


Design and implement effective estate plans that meet the unique needs of their clients


Communicate complex estate planning concepts to clients and stakeholders


Stay up-to-date with the latest developments in estate planning law and best practices.


Take the first step towards becoming a skilled estate planning professional and explore this program further to learn more about how it can benefit your career and clients.

Estate Planning is a vital aspect of financial management that ensures your assets are distributed according to your wishes. This Professional Certificate course equips you with the knowledge and skills to create comprehensive estate plans, minimizing taxes and disputes. By completing this program, you'll gain expertise in wills, trusts, and probate, as well as strategic planning for your family's financial future. Career prospects are excellent, with opportunities in law firms, financial institutions, and private practice. Unique features include interactive simulations, real-life case studies, and a supportive community of peers.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

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 •
Inheritance Taxation and Estate Planning •
Charitable Giving and Estate Planning •
Special Needs Planning and Estate Planning •
Business Succession Planning and Estate Planning •
International Estate Planning and Taxation •
Elder Law and Estate Planning

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.

Start Now

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.

Start Now

  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
  • Start Now
    •

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

The Professional Certificate in Estate Planning is a comprehensive program designed to equip individuals with the necessary knowledge and skills to navigate the complex world of estate planning.
This program focuses on teaching students how to create effective estate plans, including wills, trusts, and powers of attorney, to ensure that their assets are distributed according to their wishes.
Upon completion of the program, students will have gained a deep understanding of estate planning principles, including tax planning, asset protection, and family governance.
The duration of the Professional Certificate in Estate Planning is typically 6-12 months, depending on the institution and the student's prior experience.
Throughout the program, students will engage in interactive learning activities, including case studies, group discussions, and hands-on exercises, to apply their knowledge in a practical setting.
The Professional Certificate in Estate Planning is highly relevant to the financial services industry, as it provides professionals with the skills and expertise needed to advise clients on estate planning strategies.
Estate planning is a critical aspect of wealth management, and professionals with this certification can help clients achieve their financial goals and minimize estate taxes.
The program is also beneficial for individuals who want to start their own estate planning practice or work as an estate planning attorney.
By completing the Professional Certificate in Estate Planning, students will be well-prepared to take the bar exam and become licensed attorneys in the field of estate planning.
Overall, the Professional Certificate in Estate Planning is an excellent choice for individuals who want to gain expertise in estate planning and make a meaningful impact in the lives of their clients.

Why this course?

Professional Certificate in Estate Planning holds significant importance in today's market, particularly in the UK. According to a survey by the Society of Trust and Estate Practitioners (STEP), there is a growing demand for estate planning services, with 70% of respondents indicating an increase in demand over the past five years (Google Charts 3D Column Chart, see below). | Year | Demand for Estate Planning Services | | --- | --- | | 2018 | 40% | | 2019 | 55% | | 2020 | 65% | | 2021 | 70% | | 2022 | 75% |
Year Demand for Estate Planning Services
2018 40%
2019 55%
2020 65%
2021 70%
2022 75%

Who should enrol in Professional Certificate in Estate Planning?

Ideal Audience for Professional Certificate in Estate Planning Individuals seeking to protect their assets and ensure a smooth transition for their loved ones after passing away are the primary target audience for this course.
Key Characteristics: Prospective learners should be aged 25-65, with a household income of £40,000-£100,000, and have a basic understanding of financial planning and tax laws.
Career Goals: Those aiming to become estate planning specialists, financial advisors, or wealth managers can benefit from this course, which is also relevant for individuals looking to start their own businesses or work in related fields.
Background Knowledge: A basic understanding of financial planning, tax laws, and wills and probate is essential, but prior experience in estate planning is not necessary. The course will provide a comprehensive foundation for those new to the field.
UK-Specific Considerations: In the UK, the course will cover relevant laws and regulations, such as the Inheritance Tax Act 2014 and the Trusts of Land and Appointment of Trustees Act 1996, to ensure learners are equipped to navigate the complexities of estate planning in the UK market.