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. This course is on-demand and can be completed in your own time - perfect for new starters to your Gifts in Wills team, or for those looking to expand their skills!

Who is this for?

• Bequest administrators

• Members of the Gifts in Wills team

• 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

• Basic understanding of common legal problems in estates such as Family Provision Claims

Course structure

Delivered online on-demand, this training is designed to be completed over three weeks to let the presentations, quizzes and additional materials soak in. 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 by a Bequest Assist team member at the end of the course. We include many case studies to help bring the material to life, allowing you to apply it to your day-to-day work.

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.