How To Prepare A Will Workshop
Gain valuable knowledge in estate planning and learn how to prepare a will with this practical, beginner-friendly workshop in Sydney. Writing a will is not just for retirees – it is essential for anyone who wants confidence that their finances and assets will be managed according to their wishes.
This course introduces the key documents involved in estate planning and explains how and when they operate. You will develop a clear understanding of what happens to your assets, who can act on your behalf, and how to ensure your loved ones are protected.
By the end of the workshop, you will understand the role of an executor, the benefits of testamentary trust wills, and which assets are controlled by your will – and which are not. Learn how to approach this delicate process with clarity and confidence.
Course Content
- Planning for when you cannot make your own medical or financial decisions, including enduring powers of attorney and guardianships.
- How wills work: who can make a will, who can be a beneficiary or executor, and how marriage or divorce affects your will.
- Testamentary trusts, tax benefits, and who can contest a will.
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
- Understand the four key estate planning documents everyone should have
- Identify which assets are covered by your will and which are not
- Explain the role of an executor and who can contest a will
You will get
- Statement of Completion
- Comprehensive course notes
- Practical guidance from an experienced presenter
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
- Pen and notepad
- Any 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.
Have more questions about this class?
Tags:
How To Prepare A Will Workshop
Book soon! 2 people viewed this class.
Be the first to know when this class has new dates! Add your email to the waitlist.
Your Next Adventure Starts Here
Join thousands of learners exploring new skills and passions. Whether online or in person, our classes are designed to inspire, connect, and bring joy to learning. Start your journey today!
Explore classes