Who is this course for?
Smart Women
Wanting to protect the people they love:
Your children;
Your partner:
Yourself:
Your parents.
Ready to take control
You know you need more than a Will, but are not sure what is in an Estate Plan and why it's necessary.
You want the information you need to start having the important conversations before committing to a process or strategy.
Needing direction
You're happy to pay for professional help, but need to convince your partner that an Estate Plan is a family investment, not a DIY project.
An idea of how complex (or not) your wishes are would help settle this conversation.
What problem does this course solve?
Learn what is an Estate Plan
- What before death and after death planning is essential (and what happens if you don't have these documents);
- What assets can't be gifted in a Will (planning for non-Estate assets);
- The legal and non-legal ways that an Estate Plan can Future-proof your family!
Identify what you'll need help with
- Identify the aspects of your planning that you'll want input and strategy advice from the professional on;
- Make decisions as you go! As you complete each lesson and learn about the roles record your choices as you go for the parts that were straightforward in your circumstances.
Be empowered to choose the right Estate Planning solution for you
- Having the legal concepts and information under your belt will help you choose the right Estate Planning provider for you.
- We only ever recommend that you use a service that provides at least one meeting with a practising lawyer, but the variety and cost of such services is great- knowing your main questions ahead of time will let you test if the provider is the right person for you.
Learn in your comfort zone; home and heart
- Talking and thinking about death is stressful for many couples. Maybe you don't have the relationship, financial security, or community that you wish you did. Our online course lets you process how all of these realities fit into your own Estate Planning in the privacy of your own home, at a pace that works for you emotionally.
You don't know what you don't know
Learn what we recommend to all clients to create a loving and secure future for their family, no matter what the future brings.
What's covered? 15 value packed lessons!
Lesson 1: What is an Estate Plan
Lesson 2: Estate and Non-Estate Assets
Lesson 3: The value of using a lawyer
Lesson 4: What happens if you don't have a Will
Lesson 5: Choosing an Executor
Lesson 6: Types of gifts
Lesson 7: Testamentary Trusts
Lesson 8: Guardianship of Children
Lesson 9: Legal requirements of a Will
Lesson 10: When is a Will automatically revoked
Lesson 11: Enduring Power of Attorney
Lesson 12: What can an Attorney do
Lesson 13: Other considerations
Lesson 14: Medical Treatment Decision Maker
Lesson 15: Advance Care Directives
What's the Cost?
For under a quarter of the cost of an hour with a lawyer, this Masterclass is exceptional value!
TOTAL:
$149
One off payment
15 video lessons, over 4 essential topics; and
Cost of Course is redeemable from the cost of working one-on-one with your Estate Planning with Head and Heart Estate Planning.
About the expert, Lucy Percy
Lucy Percy is the founder and Principal lawyer of Head and Heart Estate Planning in Melbourne, working exclusively in this area of law.
Lucy's Estate Planning recommendations are based on her professional knowledge, as well as he own wishes for her family of three young children, and her experience of losing a parent too young.
Frequently Asked Questions?
Yes! Hand on my heart, the information shared in this Course is valuable no matter where you live.
I am a Melbourne based lawyer who works with Estate Planning clients in:
- Victoria;
- New South Wales; and
- Queensland.
The document names, and information given is based on the Victorian jurisdiction.
The principals however are very beneficial for all States.
Any questions that you have after completing this course will be able to be answered by your lawyer in your State, and that professional will be able to advise you of the equivalent documents in your State.
The Masterclasses (coming soon) will have special expert guests from the various States, with multiple versions of the same Masterclass.
It will be clear at checkout to make sure you purchase the right Masterclass for your State.
Absolutely!
Working with families one-on-one to complete their Estate Planning is my favourite thing to do.
More information about how to work with me can be found at my website.
I only work with clients in Victoria, NSW, and Queensland. Contact me for a referral to other fabulous and like-minded lawyers anywhere else.
Coming soon:
I am working on a one-meeting Estate Planning solution to create a competitively priced way for more people to work with me!
No, as you'll learn in the Course I will always recommend that you use a lawyer to assist you with your documents.
Whilst the documents, or the online bot might be easy enough to fill out, it's the strategy that a lawyer will bring to your personal circumstances that just cannot be substituted.
I happily endorse clients who work with their financial planner, accountant, or an online bot; so long as there is one meeting with a practising Australian lawyer before signing the documents.
Masterclasses!
A deep dive into some really important topics. I excluded them from the main course because they won't apply to everyone, and to keep the Course content to a manageable size.
Masterclasses will cover the intersection between Estate Planning and the following areas of law:
- Will challenges;
- Loans (undocumented);
- What happens after death;
- Domestic violence survivors.
