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.
Last Updated: December 2021
Author Profiles

Lucy Dickens
Lucy is a Senior Associate 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.

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.
Features
What Lawyers Say
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5.0/5Thank youThe course was excellent and enjoyable to undertake. It was interesting and a healthy refresher.
- H. Pearce, SolicitorHUGHOverview of Wills and Estate Planning Law 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.LawCPD -
5.0/5Good overviewA very good overview of an often misunderstood and underrated area of the law.
- H. Concanen, SolicitorHudsonOverview of Wills and Estate Planning Law 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.LawCPD -
5.0/5Super helpfulI 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 QueenslandTracey Jackson, Solicitor, RSPCA QueenslandOverview of Wills and Estate Planning Law 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.LawCPD -
4.0/5A useful course.I found this course useful and the website was easy to navigate.
- Dimitrios Katsaros, Partner, Katsaros & AssociatesDimitrios Katsaros, Partner, Katsaros & AssociatesOverview of Wills and Estate Planning Law 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.LawCPD
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