Overview of Wills and Estate Planning Law

Substantive Law

CPD Points 1


This course provides a practical introduction to Wills and estate planning law in Australia, covering the key considerations for lawyers when giving estate planning advice.

Despite being one of the most important documents a person can make, statistics show that more than 50% of Australian adults do not have a Will. However, estate planning is much broader than simply preparing and executing a Will – it involves a process of helping clients to rearrange their affairs during their lifetime to best achieve the desired outcome on their death. This is a key area where lawyers can assist clients.

This course provides a practical introduction to Wills and estate planning law in Australia. The course covers the key considerations for lawyers when giving estate planning advice:

  • identifying assets and liabilities, particularly assets that require special treatment;
  • dealing with life insurance and superannuation benefits;
  • requirements for preparing and executing a valid Will;
  • limiting the impact of family provision legislation;
  • using testamentary trusts in Wills; and
  • testamentary capacity and substitute decision-making documents.

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Last Updated: February 2023

Author Profiles

LawCPD author: Lucy Dickens

Lucy Dickens

Lucy is a Director at Birman & Ride where she brings together people, process and technology to reshape the provision of legal services, constantly challenging the way things are done to see if they can be improved.

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LawCPD author: Michael Hodgkins

Michael Hodgkins

Michael has been a partner of Birman & Ride since July 2009. He leads the firm’s family and property law teams which offer a broad range of services including settlements, commercial law, family law, wills and estate planning.

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What Lawyers Say

  1. 5.0/5
    Clear and well structured
    I found this course to be really useful. The language was clear and the course was very well structured. I'd love another course by these people.
    - S. Fox, Solicitor
  2. 5.0/5
    a great course
    Excellent refresher on this topic.
    - F. Dillon, Solicitor
  3. 4.0/5
    useful info
    Useful information on wills, trusts and estates.
    - N. Brown, Solicitor
  4. 5.0/5
    Good course
    The course is informative and extends the field of knowledge for my practice in this area of law.
    - K. Chow, Solicitor
  5. 4.0/5
    Some great insights added.
    There were definitely various items in this course that allowed me to understand where I need to further research for better in-depth understanding.
    - R. Tricksey, Solicitor
  6. 4.0/5
    Substantive overview
    This is a substantive overview of Wills and Estate Planning, for non-specialists.
    - I. Wadley, Solicitor
  7. 5.0/5
    Very informative and useful for practice in this area of law
    Whilst I prefer interactive courses with videos to watch, this had all the elements I needed for a refresher in this area of law. The information was current and relevant and helpful to me in matters I am currently working on.
    - M. Nicolle, Solicitor
  8. 5.0/5
    I highly recommend this course prepared by Lucy Dickens.
    - E. Cummings, Solicitor
  9. 5.0/5
    Thank you
    The course was excellent and enjoyable to undertake. It was interesting and a healthy refresher.
    - H. Pearce, Solicitor
  10. 5.0/5
    Good overview
    A very good overview of an often misunderstood and underrated area of the law.
    - H. Concanen, Solicitor
  11. 5.0/5
    Super helpful
    I tracked back through this course that I did last year to learn a little more about a Will - so it has been super helpful.
    - Tracey Jackson, Solicitor, RSPCA Queensland
  12. 4.0/5
    A useful course.
    I found this course useful and the website was easy to navigate.
    - Dimitrios Katsaros, Partner, Katsaros & Associates