Bequest Assist Webinars

Bequest Assist is committed to sharing information regarding best practices in estate administration with Australian charities. We present free webinars on a range of topics.

Upcoming Webinars

Tuesday 23rd April 2024

1-2 pm (Melbourne/Sydney Time)

HOW TO FIND PROBATE NOTICES AND PURCHASE DOCUMENTS IN EACH STATE AND TERRITORY

Note:  if you already receive notification emails for our monthly webinars, you do not need to re-register for each one.

Whether you receive one bequest or one hundred, there is info to share and something to learn.

For those looking for more intensive training opportunities, please have a look at our Estate Management Courses by clicking the link below.

Previous Webinars

Webinar 29: March 2024
Five Ways to increase your Gifts in Wills income
presented as part of IAC’s 2024 webinar series: Where there’s a Will

Webinar 28: February 2024
Estate Administration Helpline

Webinar 27: November 2023
The biggest losses to gifts in Wills income

Webinar 26: September 2023
Share Transfers

Webinar 25: August 2023
Working With Lay Executors

Webinar 24: May 2023
Gifts in Wills Forecasting

Webinar 19: 13 September 2022
Compassionate Conversations
Presented by the Australian Centre for Grief and Bereavement

Webinar 18: 9 August 2022
Trusts in Perpetuity
Co-hosted with Suzie Willis and Jane Braithwaite, Equity Trustees

Webinar 17: 12 July 2022
Recognition For Bequests
Co-hosted with Renae Randle, Guide Dogs Queensland.

Webinar 16: 10 May 2022
Informal Wills
Hosted by Eleanor DeMarzi, Bequest Assist

Webinar 15: 5 April 2022
Share Transfers
Co-hosted with Martin Williams, Save The Children and
Gabriella Atchinson, Médecines Sans Frontières

Webinar 14: 8 March 2022
Closing the Circle, the Passing of a Supporter

Webinar 13: 8 February 2022
Conflicts With Executors/Solicitors
Co-hosted with Angela Liaskos and Simon Crawford, HWL Ebsworth

Webinar 12: 23 November 2021
20 Steps to Estate Management
Co-hosted with Alexis Escavy, Greenpeace

Webinar 11: 26 October 2021
Online Wills - Points to Consider

Webinar 05: 9 February 2021
Taxation on Deceased Estates: Why Transfer Shares?
Co-hosted with Jamie Towers, Mazars Australia

Webinar 10: 28 September 2021
TFM Claims by Adult Children
Co-hosted with Georgina Grigoriou, Jarndyce Mediation

Webinar 08: 27 July 2021
Discussing Life Interests
Co-hosted with Stewart McNab, Barrister

Webinar 09: 24 August 2021
Special Gifts in Wills

Webinar 07: 18 May 2021
Indemnities and Releases
Co-hosted with Paul Evans, Mackinson d’Apic

Webinar 06: 23 March 2021
Working with Public Trustees For a Better Outcome
Co-hosted with  David Andrew, State Trustees and
Matthew Kennedy, NSW T&G

Webinar 03: 6 October 2020
Excessive Legal Fees and Commissions
Co-hosted with Laura Hanrahan, Holding Redlich

Webinar 02: 13 August 2020
Contested Estates - How to Improve Your Outcome
Co-hosted with Nancy Collins, King & Collins

Webinar 20: 11 October 2022
Avoiding Disputes with Beneficiaries/Executors
Co-hosted with Nancy Collins, King & Collins

Webinar 01: July 2020
Obtaining Documents

Webinar 04: November 2020
Questions from the Field

Webinar 21: November 2022
Super after Death

Webinar 23: April 2023
20 Steps to Bequest Success

Webinar 22: March 2023
Bequest Detective Clinic: 5 Complex Bequests from 2022