How to Prepare a Will Workshop

Looking after your estate and writing a will is not just for those who have retired, it's for anyone who wants to know their finances and their assets are looked after. Managing your estate can be a complicated process and it is often an overlooked aspect of one's personal finances. 

This estate planning course for beginners is an easy way to begin the process of learning about various documents and how and when they operate. This means you will have the confidence of knowing that should anything happen to you, your finances are safe and going to the right people.

You will walk away from this course knowing when each estate document operates, what an executor actually does and the wealth protection and tax advantages of a testamentary trust will. You will also learn who can contest a will and what assets are controlled by your will (and those that are not). 

Learn how to ensure this delicate process goes smoothly and that your wishes are achieved in our estate planning course for beginners in Sydney.

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.