Financial Toolbox: Wills (are really important)

We will be hosting eight virtual workshops covering all the vital areas everyone should be in control of.

Our fourth virtual workshop will be on WILLS.

Do you lie in bed wondering about not having a Will?

Beverley Sorrell will answer all of your keep-you-up-all-night questions about the importance of having a Will and the consequences of not having a Will in place when you die.

Other questions which will be answered are:

• What do you need to think about if you want to make a Will? 
• Items to include or rule out
• Can I change my Will and when should I make a new Will?
• Enduring Powers of Attorney and Guardianship
• Advanced Health Directives

Come along to this workshop and your mind Will be put at ease (pun intended).

PRESENTER BIO: BEVERLEY SORRELL

BA(Hons), LLB (Hons), LLM (Estate Planning)

Senior Lawyer - Wills, Estates and Probate

Beverley is a senior lawyer at Dwyer Durack in the Wills, Probate and Estates Department. Beverley practices in wills and estate planning, probate and administration of estates, inheritance claims and estate disputes. Beverley also acts on behalf of clients in guardianship and administration matters in the State Administrative Tribunal.

Beverley prides herself in providing an exceptional client service and is focused on assisting clients reach a cost effective stress free resolution. Beverley has a special interest in utilising collaborative practice as a form of dispute resolution focusing on clients’ needs to achieve better outcomes.

Beverley has a Masters in Law specialising in Estate Planning.

Prior to practicing in wills and estates, Beverley worked in family law both in private practice and as a Legal Associate for Justice Crisford at the Family Court of Western Australia and as the Appeals Associate for Chief Justice Thackray of the Family Court of Western Australia.

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TICKET INFORMATION:

We will be delivering eight virtual workshops in this series, on offer we have the individual workshop ticket option, as well as a bundle ticket option which encompasses all eight workshops at a discounted rate. Please select the ticket which best suits your needs at the checkout. There are only 100 tickets per workshop on offer – so get in quick!

IMAGES & VIDEO DISCLAIMER:

Please be advised that this live virtual ZOOM workshop will be recorded, and the presentations and other images will be saved in the Financial Toolbox library for future training purposes. If you would prefer that your image is not used in the recording, once the ZOOM workshop has started, hover over your video (bottom left of your screen) and click the ellipses button in your video to display the menu, then choose "Hide Self View". Please note you will still be able to see your ‘handle name’ (the name you signed in with) and you will still be able to ask questions.

DISCLAIMER:

All of our workshops are hosted by our expert volunteers from Chartered Accountants Australia & New Zealand and other specialist firms. Our presenters are independent and unbiased as we have no affiliation with any financial or legal organisations. Financial Toolbox presentations have been prepared for general information purposes only. Accordingly, no recommendations (expressed or implied) or other information should be acted upon without obtaining specific advice from an authorised representative. Check Financial Toolbox our profile for more information on all of our workshops offered.