Training
Level up your organisation’s estate administration with training tailored to your skill level by Bequest Assist.
We are now taking enrolments for our 2024 courses.
Bequest Basics
Designed for anyone who speaks with donors considering leaving a bequest or assists Gifts in Wills fundraisers. It will give you the language to talk about bequests and help you prevent potential pitfalls in will drafting.
Beginner/Intermediate Estate Management Masterclass
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 replaces our former Estate Management 101 training.
Advanced Estate Management Masterclass
For people who have completed the Estate Management Masterclass and are ready to tackle advanced topics like Family Provision Claims, executors’ commissions and life estates. This course is equivalent to an Estate Management 201 training.