How To Prepare A Will: Estate Planning Course for Beginners

What you'll learn

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

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

Course content

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?

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.