Improve your work skills and gain valuable knowledge in estate planning by learning how to prepare a will through this hands-on and accessible course in Sydney.
This estate planning course for beginners offers an entry-level understanding of how wills and other legal documents work to protect your assets and direct how your estate is managed. Understand the role of executors, assets governed by wills, and the benefits of testamentary trust wills for tax and wealth protection.
If you're considering how to formally manage your medical and financial affairs should you become incapacitated, or want to ensure your estate is distributed according to your intentions, this course is an essential stepping stone.
Course Outline
- Medical and financial planning: powers of attorney and guardianships
- Understanding the types of wills, their tax benefits, and testamentary trusts
- Who can be a beneficiary or executor, and how marriage or divorce impacts wills
- What assets your will can and cannot manage, and how to handle those assets
- Who can contest a will, and strategies to minimise such risks
Schedule & Pricing
- Duration: 10:00 am – 3:00 pm
- Upcoming dates: 15 Nov 2025, 14 Mar 2026
- Location: 2A Gordon St, Rozelle NSW 2039
- Price: $229
Disclaimer
All educational content is general in nature only and must not be construed as personal advice. No consideration has been given to individual objectives or financial circumstances.
You will learn
- Understand the four essential estate documents
- Explore tax and wealth benefits of testamentary trusts
- Know what assets your will controls and who can contest it
You will get
- Statement of Completion
- Guidance from experienced estate planning instructors
- Comprehensive understanding of wills and estate planning
Appropriate for
Anyone wanting to plan how they're medically and financially cared for if unable to make decisions and ensure their estate is distributed effectively and tax-efficiently.
What to bring
- Pen and notepad
- Questions specific to your estate planning goals
- Interest in personal financial planning
What to wear
Casual
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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