How to Prepare a Will Workshop
Gain essential 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. Estate planning is not just for retirees—it’s for anyone who wants peace of mind knowing their wishes will be respected and their loved ones protected.
You’ll explore the key documents involved in estate planning, how and when they operate, and the important role of an executor. The course also explains the tax and wealth protection advantages of testamentary trust wills, what assets form part of your legal estate, and which assets fall outside your will.
By the end of the workshop, you’ll have a clear understanding of how to ensure your estate is distributed according to your wishes in the most effective and tax-aware way.
Learning Outcomes
- Understand the four key estate planning documents everyone should have.
- Identify what assets are covered by your will and the role of an executor.
- Recognise the tax and wealth protection benefits of testamentary trust wills.
Course Content
- Enduring powers of attorney and enduring guardianships.
- Who can make a will, be a beneficiary, or act as executor.
- How marriage and divorce affect wills.
- The three types of wills and what is a testamentary trust.
- Who can contest a will and how to minimise disputes.
Schedule & Pricing
- One-day workshop: 10:00am–3:00pm.
- Location: Rozelle Campus, 2A Gordon Street, Rozelle NSW 2039.
- Course fee: $229.
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 financial circumstances or needs.
Details
You will learn
- The four essential estate planning documents.
- Executor responsibilities and contesting a will.
- Tax and asset protection benefits of testamentary trusts.
You will get
- Statement of Completion
- Comprehensive course notes
- Practical estate planning guidance
Appropriate for
Anyone who wants to formalise their medical and financial wishes and ensure their estate is distributed according to their intentions in a tax-effective way.
Preparation
What to bring
- Notebook and pen
- Questions about your estate planning needs
- Photo ID for registration
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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