How To Prepare A Will Workshop

What you'll learn

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 Will Preparation workshop, you will have explored concepts and techniques such as:

• Understanding the four key documents commonly used in estate planning
• Identifying which assets form part of an estate and which do not
• Understanding the role and responsibilities of an executor
• Exploring the purpose and benefits of testamentary trust wills
• Understanding how marriage, divorce, and family circumstances can affect estate planning
• Recognising who may be eligible to contest a will
• Developing greater confidence when discussing estate planning with legal professionals

Course content

What will be covered in this Will Preparation workshop?

During the workshop, participants will work with concepts and ideas such as:

• Planning for circumstances where you are unable to make your own medical or financial decisions
• Understanding enduring powers of attorney and enduring guardianships
• Who can make a will
• Who can be a beneficiary
• Who can act as an executor
• How marriage and divorce affect wills
• Understanding which assets your will can control
• Assets that fall outside your will and alternative ways of managing them
• The different types of wills available
• Understanding testamentary trusts
• Tax advantages associated with testamentary trust wills
• Wealth protection considerations in estate planning
• Who may be able to contest a will
• Common estate planning mistakes and how to avoid them

Intended audience

Who is this Will Preparation workshop for?

This workshop is ideal for any adult wanting to better understand wills, estate planning, powers of attorney, and related legal and financial arrangements.

It is particularly relevant for people establishing or reviewing their estate plans, parents and grandparents wanting to protect family assets, carers supporting ageing relatives, and anyone seeking greater confidence about how their affairs will be managed in the future.

No prior legal or financial knowledge is required.

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:

This workshop provides general educational information only and does not constitute legal, taxation, financial, or personal advice. Individual circumstances vary, and participants should seek professional advice relevant to their own situation before making estate planning decisions.