WIQS 2025 update: Estate Administration

In this course, training is given on the following areas of estate administration:

• the advantages and disadvantages of nil rate band discretionary trusts in wills, and how to wind up unwanted ones
• the requirements for a valid post-death variation, and what can and cannot be done by varying the disposition of an estate
• the statutory provisions allowing the removal of personal representatives

By the end of this course, you will be able to:

• advise clients on whether to keep or wind up nil rate band discretionary trusts created by wills
• advise clients on the uses and limitations of post-death variations of wills
• advise on the circumstances in which personal representatives should be removed

Course format

This online course consists of the following elements:

• an interactive course presentation, with a variety of knowledge checks spaced throughout to test understanding of the material as the learner progresses

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form.

Assessment

In order to pass the assessment, you must achieve a pass mark of 80%. The assessment can be taken a maximum of three times before the course must be taken again.

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer opportunity to apply your knowledge. They do not form part of the assessment.

Length

The course will take approximately 100 minutes to complete, excluding assessment.