Graduate Certificate in Legacy Planning for Baby Boomers

Tuesday, 17 February 2026 15:40:43

International applicants and their qualifications are accepted

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Overview

Overview

Legacy Planning is crucial for Baby Boomers. This Graduate Certificate helps you navigate estate planning and wealth transfer.


Designed for busy professionals, this program offers flexible online learning. You'll learn about wills, trusts, and probate.


Master tax implications of inheritance and gift-giving strategies. Secure your family's future with effective legacy planning.


Our Graduate Certificate in Legacy Planning empowers you to create a lasting legacy. Don't delay, secure your future.


Explore the program today and start planning your legacy!

Legacy planning is simplified with our Graduate Certificate in Legacy Planning for Baby Boomers. Designed specifically for Baby Boomers, this program equips you with the knowledge and skills to confidently manage estate planning, tax optimization, and charitable giving. Gain expertise in wills, trusts, and probate, opening doors to exciting career opportunities as a legacy planner or estate administrator. Our unique curriculum features real-world case studies and expert guest lecturers, providing practical, hands-on experience. Secure your family's future and potentially launch a fulfilling new career with our comprehensive Legacy Planning certificate.

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

• Estate Planning for Baby Boomers: Wills, Trusts, and Probate
• Tax Implications of Legacy Planning
• Advanced Asset Protection Strategies
• Long-Term Care Planning and Funding
• Charitable Giving and Philanthropic Legacy
• Digital Asset Management and Online Legacy
• Family Communication and Conflict Resolution in Estate Matters
• Ethical Considerations in Legacy 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.

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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

Career Role (Legacy Planning for Baby Boomers) Description
Will & Estate Planning Lawyer (Legacy Planning, Estate Administration) Advising clients on wills, trusts, probate, and inheritance tax planning. High demand in the UK.
Financial Advisor specializing in Retirement Planning (Retirement Planning, Financial Planning, Legacy Planning) Assisting Baby Boomers with retirement income planning, investment strategies, and legacy preservation. Growing career path.
Chartered Financial Planner (Financial Planning, Wealth Management, Legacy Planning) Developing and implementing comprehensive financial plans, including legacy considerations for high-net-worth individuals. Excellent earning potential.
Trust and Estate Administrator (Estate Administration, Probate, Trust Management) Managing the administration of trusts and estates, ensuring compliance with legal and regulatory requirements. Steady job security.

Key facts about Graduate Certificate in Legacy Planning for Baby Boomers

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A Graduate Certificate in Legacy Planning for Baby Boomers provides specialized knowledge and skills to navigate the complex world of estate planning and wealth transfer. This program is designed to equip professionals and individuals with the tools to effectively manage and preserve family assets for future generations.


Learning outcomes typically include mastering advanced techniques in estate administration, trust management, tax implications of inheritance, and charitable giving strategies. Students gain practical experience in developing comprehensive legacy plans that align with clients' unique financial situations and personal goals. This involves understanding various legal instruments like wills, trusts, and power of attorney.


The program duration varies depending on the institution, but generally, a Graduate Certificate in Legacy Planning for Baby Boomers can be completed within 12 to 18 months through part-time or full-time study. The flexible format caters to working professionals seeking to upskill or transition careers. This includes online, hybrid, and on-campus options to accommodate diverse learning styles.


This Graduate Certificate holds significant industry relevance in the burgeoning field of financial planning and elder care. The growing Baby Boomer population creates high demand for professionals proficient in legacy planning, estate administration, and wealth preservation. Graduates are well-positioned for careers in financial advisory firms, law offices, trust companies, and non-profit organizations.


Furthermore, expertise in this area can lead to roles focused on retirement planning, succession planning, or philanthropy. The skills acquired are highly transferable and valuable in various sectors, making this certificate a smart investment for career advancement or personal enrichment in the field of financial planning, particularly for those supporting this demographic.

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Why this course?

A Graduate Certificate in Legacy Planning is increasingly significant for Baby Boomers in the UK, a demographic facing crucial financial decisions as they enter retirement. With the UK’s over-65 population projected to reach 16 million by 2040 (ONS data), the demand for expert legacy planning is surging. This necessitates professionals with specialized knowledge in areas like inheritance tax planning and wealth preservation. The certificate provides the up-to-date skills and knowledge needed to navigate complex legal and financial landscapes. According to recent industry reports, over 70% of Baby Boomers lack sufficient estate planning, highlighting a critical skills gap. This certificate empowers individuals to address this need, either for personal use or as a springboard for a new career within a growing sector.

Age Group Percentage with Will
55-64 80%
65-74 75%
75+ 65%

Who should enrol in Graduate Certificate in Legacy Planning for Baby Boomers?

Ideal Audience for a Graduate Certificate in Legacy Planning Description
Baby Boomers (born 1946-1964) With over 12 million Baby Boomers in the UK nearing retirement, many are actively seeking to secure their financial future and plan their estate. This certificate is perfect for those entering this crucial life stage, focusing on wills, trusts, inheritance tax planning, and power of attorney. They are likely looking to understand inheritance tax implications and distribute assets strategically to family members.
High-Net-Worth Individuals Those with significant assets who wish to understand complex estate planning strategies and ensure a smooth transfer of wealth to future generations. Minimising inheritance tax and managing large estates are key considerations.
Family Business Owners Business owners preparing for succession planning, seeking ways to transfer ownership and ensure the business's longevity, protecting their legacy and family's future prosperity.
Professionals Supporting Baby Boomers Financial advisors, solicitors, and accountants working with Baby Boomers will benefit from enhanced expertise in legacy planning, improving their service offerings and building client trust.