Training
Level up your organisation’s estate administration with training tailored to your skill level by Bequest Assist.
All our courses are now available on-demand!
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 is the core Masterclass anyone in your team needs to feel confident as a proactive estate administrator.
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 will leave you ready to tackle even the most complex of estates.