BEQUEST ASSIST TRAINING

ESTATE MANAGEMENT 101 - Next course TBA

THE COURSE

Bequest Assist will provide you with the tools needed to effectively perform Estate Management and optimise revenue and forecasting from Gifts In Wills. The 2 x 2.5 hour Zoom sessions with a follow up Q&A one month later, book and take-home practice will help you understand and develop your ability to oversee incoming Bequests.

WHAT YOU’LL LEARN

  • The key steps in managing estates
  • Communication tips for solicitors and executors
  • How to identify issues that may complicate the process and address them
  • How to implement a more systematic approach to estate management in your organisation

WHO IS THIS COURSE FOR

  • Anyone new to estate management
  • Bequest managers tasked with receiving incoming estates who are uncertain what they should do
  • Anyone that believes they need a better process in their charity

DATE & TIME

2 -2.5 hour Zoom sessions + Follow Up session:

  • Day One: TBA
  • Day Two: TBA
  • Follow Up Session: TBA 

COURSE FEE

  • Option 1: Includes PDF of the Estate Administration Guidebook for Australian Charities. $TBA
  • Option 2: For those who have already purchased the Estate Administration Guidebook for Australian Charities. $TBA

Registration

If you would like to register for the course or would like further details about the course, please email Emilie Haranas at em@bequestassist.com.au or press the register link below. 

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