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Learn how to prepare a will with our personal investment courses online & in Sydney!

Looking after your estate and writing a will is not just for those who have retired, but it's for anyone who wants to know their finances and their assets are looked after and their future safe. Managing your estate can be a complicated process and it is often an overlooked aspect of one's personal finances. This estate planning course is not just for those who have retired - it's for anyone who wants to formalise how they want to be looked after (medically and financially) if they are unable to make their own decisions later in life, as well as those who want to ensure that their estate is distributed according to their wishes – and doing so in the most tax-effective way.

This estate planning course for beginners is an easy way to ensure you have begun the process of learning about the 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

What will be covered in this course?

Our Estate planning course covers the following topics:

  • 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?

Who should enrol in this course?

Learning how to prepare a will is not just for those looking to retire. Our estate planning course is aimed at 

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

Additional information

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.

Classes Online Courses

How To Prepare A Will: Estate Planning Course for Beginners

<p>Learn how to prepare a will with our <a href="https://www.sydneycommunitycollege.edu.au/courses/business/personal-investment">personal investment courses</a> online &amp; in Sydney!</p>

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$199 Limited inc GST / $0 / $159.20 / $179.10

If there isn't a class to suit you, please join our waitlist and we will notify you when we have places available. Join waitlist for How To Prepare A Will: Estate Planning Course for Beginners

If there isn't a class to suit you, please join our waitlist and we will notify you when we have places available. Join waitlist for How To Prepare A Will: Estate Planning Course for Beginners

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