Improve your personal and professional development by learning to prepare a will in this estate planning course for beginners, available in Sydney. Writing a will isn't just for retirees — it's for anyone wanting peace of mind about their financial and legal affairs.
This course simplifies the complicated process of estate planning, covering essential documents and their functions, helping you ensure that your assets and wishes are managed appropriately in the event of unforeseen circumstances.
Gain confidence about your legal documents, understand the role of executors, learn about testamentary trusts, and find out who can contest a will. Join this informative class to take control over your future and that of your loved ones.
Course Outline
- Key legal documents: wills, powers of attorney, enduring guardianships
- Understanding executors, beneficiaries, and will contests
- Testamentary trusts and their tax and wealth protection benefits
- Legal and personal considerations: marriage, divorce, and assets outside the will
Schedule & Pricing
- Saturday, 14 March 2026, 10:00am – 3:00pm
- Location: 2A Gordon Street, Rozelle NSW 2039
- Price: $229 (includes Statement of Completion)
Additional Information
Disclaimer: All educational content is general in nature and should not be construed or relied upon as personal advice. No consideration is given to individual objectives, circumstances, or needs.
Details
You will learn
- Understand the key legal documents for managing your estate
- Learn the tax and wealth protection benefits of testamentary trusts
- Know who can contest a will and what assets are covered
You will get
- Statement of Completion
- Practical knowledge of estate planning tools
- Confidence in executing your own will and estate documents
Appropriate for
Anyone who wants to formalise how they are looked after medically and financially if unable to make decisions later in life, as well as those looking to ensure their estate is distributed in accordance with their wishes and in the most tax effective way.
Preparation
What to bring
- Pen and notepad for note-taking
- List of personal assets (optional)
- Questions relevant to your estate planning needs
What to wear
Your Teacher
Sydney Community College
Sydney 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.
Have more questions about this class?
Tags:
How to Prepare a Will
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