How To Prepare A Will Workshop

Learn the essentials of estate planning and will writing with our finance and investing courses online & in Sydney!

Many people know they should have a will but aren't sure where to start. Others assume estate planning is something to think about later in life. In reality, every adult can benefit from understanding how important legal and financial decisions are made if illness, injury, or death occur unexpectedly.

This practical and accessible workshop provides an introduction to the key documents and decisions that form the foundation of a well-prepared estate plan. You'll gain a clearer understanding of wills, enduring powers of attorney, enduring guardianships, executors, beneficiaries, and testamentary trusts, helping you make more informed decisions about your own affairs and those of your family.

Designed for everyday Australians rather than legal professionals, the workshop explains complex concepts in plain English and provides an opportunity to ask questions in a supportive learning environment.

Whether you're creating your first will, reviewing existing arrangements, caring for ageing parents, or simply wanting greater peace of mind, this workshop will help you better understand your options and the steps involved in protecting your wishes.

Learning Outcomes

By the end of this estate planning course, students will learn how to prepare a will and will gain an understanding of:

• The four key documents that every person should have to ensure their affairs are managed
• The significant tax benefits of testamentary trust wills
• The wealth protection advantages of testamentary trust wills
• What assets form part of your legal estate
• The role of an executor
• Who can contest a will

These enhanced skills will not only open doors to expanded career prospects in legal and financial advisory roles but also allow students to make a positive impact on the lives of their clients by ensuring their wishes are respected and their affairs are managed effectively.

Course content

What does this Estate Planning Course cover?

• Planning for when you cannot make your own medical and financial decisions.
• Learn about enduring powers of attorney and enduring guardianships.
• Who can make a will?
• Who can be a beneficiary?
• Who can be an executor?
• How marriage and divorce affect wills.
• What assets your will can deal with.
• Assets that your will cannot deal with - and what you can do to ensure that they are left to the beneficiaries of your choice.
• The 3 types of wills.
• What is a testamentary trust?
• Tax benefits of creating a testamentary trust in your will.
• Who can contest a will?

Intended audience

Who is this estate planning course for?

This course is for anyone who wants to formalise how they want to be looked after medically and financially if they are unable to make decisions later in life, as well as those who want to ensure that their estate is distributed according to their wishes - and in the most tax effective way.

Course venue

Rozelle Campus

2A Gordon Street, Rozelle NSW 2039 (corner of Gordon St & Victoria Rd on the grounds of St. Joseph's Church)

Additional information

Please note the following:

Disclaimer: All educational content is general in nature only and must not in any way be construed or relied upon as personal advice. No consideration has been given or will be given to individual investment objectives, financial circumstances or the needs of any particular person.