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If you are interested in attending future courses, please express your interest, and we will put you on our short list.

Course Details

Designed specifically for professional advisers, accountants and lawyers, the Topdocs Legal Estate Planning Course provides you with an opportunity to create a new income stream for your firm by increasing your service offering to your clients.

This comprehensive course will provide you with the required knowledge to confidently facilitate Estate Planning for your clients, enabling you to communicate your understanding of their estate planning needs and to work with Topdocs Legal or other solicitors to provide Estate Planning services to your clients.

Comprehensive 1-day course with additional online training

This is your opportunity to:

broaden the scope of your advisory services
increase advice revenue even in difficult economic times
increase the average value of your client base
attract new clients and obtain referrals from existing clients
retain your existing client base by providing a holistic service offering

Course Overview

The course is held as a one day intensive, along with a 7 hour online training module. For more information, please download the course brochure and outline below:

download Download the Topdocs Legal Estate Planning brochure here
download Download the Topdocs Legal Estate Planning course outline here

CPD accredited

The Topdocs Legal Estate Planning Course has received accreditation from the Financial Planning Association of Australia (FPA) for 15 hours of CPD.

Legal practitioners, accountants and other professionals will be entitled to self-assess to the extent of 15 points/hours of CPD.