Beginner/Intermediate Estate Management Masterclass

Beginner/Intermediate Estate Management Masterclass is designed for people responsible for administering estates. Whether you see 2 bequests per year or 200, this multi-day course will give you the skills to manage a gift to your charity from notification to payment.

Note that this new Masterclass replaces our former Estate Management 101 training. Former attendees can attend this Masterclass for a refresher, or move on to the Advanced Masterclass to expand their knowledge.

Who is this for?

• Bequest administrators

• Executive Directors of small charities

• In-house legal who may help the Gifts in Wills team

What will it cover?

• Administering a bequest from notification to payment (full explanation of the 20 step process)

• Key terms and roles in estate administration

• Probate processes and how to search probate in all states and territories

• Your role in the process and how to be a proactive estate administrator

• How to ask for and receive necessary estate documents

• Forecasting your charity’s Gifts in Wills income

• Main areas of risk such as indemnities, executor’s commissions and checking final statement

Course structure

Delivered online over three weeks, this training includes both pre-recorded presentations and questions to complete at your own pace, and live Q and A sessions with the Bequest Assist team. You’ll be given lots of take-home materials to put to use in your charity and the opportunity to have all of your questions answered live. We include many case studies to help bring the material to life, allowing you to apply it to your day-to-day work. All of our courses are space-limited so you can meet your peers and have ample time for your questions.

What does it cost?

Cost to participate = $720 (exc GST)
Bequest Assist Estate Management Client special price = $620 (exc GST)

Enquire below to learn more about taking the course on demand.