Strengthen your expertise. Navigate complex estate matters. Approach planning and administration with greater confidence.

Bring together estate planning, trust administration, deceased estate practice and beneficial ownership compliance in one comprehensive self-study collection.

Estate and trust matters require careful judgement, sound administration and an understanding of the people, assets and obligations involved. Family circumstances, business interests, digital assets and disputes can add complexity at every stage, from planning for succession to administering a deceased estate.

The Estate, Trust & Compliance Master Collection brings together eight courses to help practitioners broaden their knowledge and strengthen their approach to these interconnected responsibilities.

Explore modern estate planning and business succession, build your understanding of trusts and beneficial ownership, and develop insight into specialised deceased estate transactions, disputes and redistribution agreements. The collection also explores the use of automation to simplify liquidation and distribution processes.

Whether you advise clients, administer estates or support trust and compliance functions, this collection helps you connect proactive planning with effective administration.

Your Learning Pathway

1. Beneficial Ownership
Strengthen your understanding of an essential compliance topic.
Build your knowledge of beneficial ownership and its significance in identifying the individuals behind ownership and control structures. This course complements the collection’s focus on trusts, transparency and responsible administration.

2. Business Continuity & Estate Clarity: Estate Planning & Succession in the Modern Workplace
Connect estate planning with the future of the business.
Explore the relationship between estate planning, succession and business continuity. Broaden your perspective on how planning for death or a change in leadership can affect business interests and the people who depend on them.

3. Modern Estate Planning: Blending Family, Digital Life and Legal Reality
Take a more complete view of the modern estate.
Explore estate planning through the connected realities of family life, digital interests and legal considerations. Develop a broader perspective on planning that reflects how people live, hold assets and wish to provide for those they leave behind.

4. Trusts: Formation, Legal Framework, Administration and Strategic Considerations
Build a stronger understanding of trusts throughout their lifecycle.
Bring together the key areas of trust formation, legal structure, ongoing administration and strategic considerations. Strengthen the foundation you need to engage more confidently with trust matters and understand how these areas influence one another.

5. Deceased Estates: Unique & Specific Transactions
Broaden your knowledge beyond routine estate administration.
Explore transactions that require particular attention within deceased estates. Develop insight into specialised matters that can add complexity to administration and require a more considered approach.

6. Disputes in Deceased Estates
Understand the challenges that arise when estate matters become contested.
Build your awareness of disputes in deceased estates and their implications for administration. Develop a clearer perspective on the difficulties that can arise when interests conflict and the importance of handling these matters carefully.

7. Redistribution Agreements in Deceased Estates: Legal Principles, Drafting & Practical Implementation
Connect legal understanding with practical implementation.
Explore the principles behind redistribution agreements, together with drafting considerations and their application in deceased estates. Strengthen your understanding of an important area where clear documentation and careful implementation matter.

8. Simplifying Deceased Estate Liquidation & Distribution with Automation
Explore a more efficient approach to complex administration.
Discover how automation can support deceased estate liquidation and distribution processes. Consider opportunities to simplify repetitive work and support a more organised approach to administration.

This collection is designed to help you:

• Take a broader approach to estate planning that considers family circumstances, business continuity and digital life
• Strengthen your understanding of trust formation, legal frameworks, administration and strategic considerations
• Build your knowledge of beneficial ownership and its relevance to transparent administration and compliance
• Develop insight into unique transactions and disputes that can complicate deceased estate administration
• Understand the legal principles, drafting considerations and practical implementation of redistribution agreements
• Explore how automation can support more efficient deceased estate liquidation and distribution processes
• Identify issues that require closer investigation or specialist input when working with clients and beneficiaries

Why Choose This Programme?

Connect planning with administration
Understand how decisions made during a person’s lifetime can influence the work required when an estate is administered.

Explore complex practical matters
Broaden your knowledge through courses addressing specialised transactions, disputes and redistribution agreements alongside estate and trust fundamentals.

Strengthen your compliance knowledge
Develop a more rounded perspective by considering beneficial ownership alongside trust structures and administration.

Combine professional knowledge with process improvement
Explore automation alongside estate practice to identify opportunities for more efficient working methods.

Learn through flexible self-study
Work through the eight courses at your own pace, fitting professional development around your existing responsibilities.

Build a Broader Perspective on Estate and Trust Practice.

Strengthen the knowledge behind your advice, develop confidence in complex matters and take a more connected approach to estate, trust and compliance work.

Presenter: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)

Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.

All Included:

• Video presented courses
• Downloadable course material
• Certificate of training
• Assessments (optional)
• SAIT Accredited (Verifiable CPD Hours)
• Comprehensive templates included!💥