Drafting Wills – An Additional Revenue Stream

WHAT YOU WILL LEARN

By the end of this event the attendee should:

• • Understand legislation governing wills and deceased estates;
  • Understand the importance of having a will that is legally enforceable.
  • Understand the basic structure of a will;
  • Understand the basic requirements for drafting a will;
  • Be able to draft a legally enforceable will; and
  • How to use the service of drafting a will as additional revenue source.

DESCRIPTION

Expand your business and grow your revenue stream by drafting wills for your clients.

An estate without a will falls under intestate law which is governed by the Intestate Succession Act, 1987 (Act 81 of 1987). When an estate falls under this law, distributions from the estate have to follow a specific order.  The estate will be divided amongst the surviving spouse, children, parents or siblings according to a set formula.

In many cases these intestate law distributions place unnecessary hardships on a family or dependents. As an accountant you are in a position to advice your clients on how to draft a will ensuring that all the requirements for a will to be considered an enforceable document are met. 

Join us for the webinar to learn how you can draft your will and also increase your revenue by drafting wills for your clients.  

PRICE

The following pricing apply:
Ad hoc: R475.00
Subscription: Included for free in Accountant in Practice plus Tax, Accountant in Practice and Bookkeeper package.

CONTENT

Study unit 1

What is a will? 

Study unit 2

The importance of having a will

Study unit 3

What does the law say? 

Study unit 4

Some legal definitions. 

Study unit 5

Parts of a will.

Study unit 6

How to draft a will.

REQUIREMENTS

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date

PRESENTER

Jako Liebenberg CA(SA)

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012.

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.