How To Prepare A Will Workshop
Gain valuable knowledge in estate planning and learn how to prepare a will with confidence. This practical workshop is designed to help you understand how your finances and assets are managed if something happens to you.
Looking after your estate is not just for retirees. Anyone who wants peace of mind about their medical, financial and legal affairs can benefit from understanding how wills and related documents operate. Managing your estate can be complex, but this beginner-friendly course breaks it down into clear, manageable steps.
You will learn when each key estate document operates, what an executor actually does, the wealth protection and tax advantages of a testamentary trust will, who can contest a will, and which assets are (and are not) controlled by your will.
Course Content
- The four key estate planning documents, including enduring powers of attorney and guardianships
- Testamentary trusts, tax benefits and wealth protection strategies
- Who can make, benefit from, or contest a will, and what assets your will can control
Schedule & Pricing
- Location: Rozelle Campus, 2A Gordon Street, Rozelle NSW 2039
- Duration: 1-day workshop (10:00am–3:00pm)
- Course fee: $239
Disclaimer
All educational content is general in nature only and must not be construed or relied upon as personal advice. No consideration has been given to individual investment objectives, financial circumstances or personal needs.
Details
You will learn
- The four key documents required for effective estate planning
- Tax and wealth protection benefits of testamentary trust wills
- The role of an executor and who can contest a will
You will get
- Statement of Completion
- Comprehensive course notes
- Practical guidance on estate planning documents
Appropriate for
Anyone who wants to formalise how they will be looked after medically and financially and ensure their estate is distributed according to their wishes in a tax-effective way.
Preparation
What to bring
- Pen and notepad
- Questions about your estate planning needs
- Reading glasses if required
What to wear
Casual
Your Teacher
Sydney Community College
38 reviewsSydney Community College is a registered charity with a voluntary Board of Directors.
The College has a mission to offer innovative continuing adult education and training programmes that support individual efforts and facilitate sustainable social change.
We do this by:
- Providing quality continuing adult education opportunities for people to build practical and theoretical skills and develop knowledge;
- Leveraging from and developing community capacity and inclusivity;
- Developing innovative affordable and accessible skills training programmes;
- Partnering with like organisations to deliver learning opportunities for disadvantaged individuals and communities;
- Partnering with all levels of government to deliver education policy objectives.
Cancellations & Refunds
If the organiser cancels the class:
You are entitled to a full refund.
If you can't attend the class:
You’re welcome to send someone in your place.
OR
- A refund can be requested 10 days before class starts. An admin fee of AU$45.00 applies.
Terms & Conditions
At Sydney Community College, we know that plans can change unexpectedly. Whether it’s a shift in your schedule, a family emergency, or just a change of heart, we want to support you in the fairest way possible.
At the same time, we’re a not-for-profit organisation that commits resources to running each class—so last-minute cancellations can significantly impact our ability to offer quality, affordable programs.
That’s why we’ve created a simple, transparent policy that balances your need for flexibility with our need to plan and deliver courses sustainably. Our cancellation policy offers two clear options, depending on when you notify us:
Cancel More Than 10 Days Before the Course Starts – You can choose to receive a full refund, minus a $45 administration fee OR a non-refundable credit note valid for 12 months for the full value you paid for the course. This credit can be used towards any future course at the College.
Option 2: Cancel Within 10 Days of the Course Starting - You’ll receive a credit note valid for 12 months for 50% of the course fee you paid for the course. This credit can be used towards any future course at the College.
Please note that both refund and credit options are only available before the course begins. Once the course has started—or if you decide to withdraw after it has commenced—no refunds or credits can be issued. If you need to cancel your enrolment, just email us and we’ll take care of it based on the timelines above.
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How To Prepare A Will Workshop
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