CORE SKILLS

COLLABORATIVE PRACTICE TRAINING

for Wills and Estates

Core Collaborative Practice Skills for Wills and Estates

2 DAY WORKSHOP (BRISBANE ONLY)

4 WEEK ONLINE COURSE

This workshop teaches the interdisciplinary model of Collaborative Practice for Wills and Estates, enabling differing professional disciplines to work together to assist grieving families to resolve their estate dispute or facilitate family succession conversations before death.

This program suits estate lawyers, financial advisers, mediators and conflict coaches who want to add a high value service to their Wills and Estates clients while bringing greater enjoyment and meaning to their work.

This program also suits anyone who has completed collaborative training in the Family Law context who wants to qualify to practice collaboratively in the Wills and Estates context.

The program teaches the unique Collaborative Practice model developed for the pre-death and post death contexts with a particular focus on multi-party and multi-capacity facilitations unique to estate matters. Coupled with practical role play training in an estates “mock file” role play series, you will recieve comprehensive training for the Wills and Estates contexts not offered anywhere else.

Book  a course with us

Click on the course on the map below to learn more and book

Perth Intro Dates
Adelaide Intro Dates
Brisbane Intro Dates

ONLINE

Core Skills: 4 week course commencing 19 April 2021.

BRISBANE

Core Skills: 24 & 25 May 2021

SYDNEY

Core Skills: dates to be confirmed

Register your interest.

ADELAIDE

 Core Skills: dates to be confirmed.

Register your interest.

PERTH

Core Skills: dates to be confirmed

Register your interest.

Start with the Core Skills Training

Help grieving families resolve their estate dispute, or facilitate pre-death family succession arrangements with a compassionate and collaborative approach.

Join Collaborative Estates Lawyer and 2019 WLAQ Trailblazer of the Year, Zinta Harris for the Wills and Estates Core Skills Training. This program will boost your dispute resolution and negotiation skills to a new level so that you can offer this unique alternative to your Wills and Estates clients. You will add value to your clients and bring greater enjoyment and meaning to your work.

After completing this training you will qualify to register as a collaborative professional in your State and with the International Academy of Collaborative Professionals. This course can be completed over 2 days face-to-face or over 4 weeks online (earning you 16 CPD points, including 1 Ethics point). 

This program is designed for all professionals working with families facing an estate dispute (before death or after death) including:

  • wills & estates lawyers
  • counsellors
  • psychologists
  • coaches
  • financial planners
  • accountants
    • wills and estates lawyers
    • counsellors
    • psychologists
    • coaches
    • financial planners
    • accountants

    During this course you will run a mock Wills and Estates Collaborative matter from Client Intake Interview to Professional Team meeting and concluding with the first Collaborative Meeting, coached by Zinta Harris and a team of experienced Collaborative Professionals including communications coaches and financial neutrals. You can choose the context of your mock file, either a pre-death Estate Planning Facilitation or a post-death Disputed Estate Resolution.

    You will recieve electronic and hard copy course materials containing template letters, checklists, agendas, minutes, client workbook and Model Collaborative Participants Agreements for the Wills and Estates contexts which you will train with and can adapt for immediate use!

    Core Skills Training Program Outline

     Day 1 face-to-face or Weeks 1 and 2 Online:

    • What is Collaborative Practice and how is it different from working collegially?
    • Staying out of Court? What about Statutory Time Limits and Final Orders?
    • Understanding the different models of Collaborative Practice – multi-party and multi-capacity considerations
    • Collaborative Practice for Estate Planning Facilitation (pre-death)
    • Collaborative Practice for Estate Dispute Resolution (post-death)
    • Which clients will suit the process (and which won’t!)
    • Who makes up the Professional Team (and your role in it) – multi-party and multi-capacity dimensions
    • Framework and stages of a Collaborative Matter unique to the Wills & Estates contexts
    • Essential communication and negotiation skills of a Collaborative Professional
    • Setting a successful foundation – the importance of the Client Intake Interview
    • Running the mock file Client Intake Interview
    • How to onboard other parties to the Collaborative matter
    • Introduction to the Model Collaborative Participation Agreements (in both pre-death and post-death contexts)

     Day 2 face-to-face or Weeks 3 and 4 Online:

    • Debrief and recap
    • Roleplay video fishbowls (pre-death and post-death)
    • Tailoring the Professional Team for your matter – considerations for multi-parties and multi-capacities
    • Running the Professional Team meeting for your mock file
    • Agreeing peliminary information exchange and agenda setting
    • Preparing your client for the First Collaborative Meeting
    • Holding the First Collaborative Meeting
    • Running the mock file First Collaborative Meeting
    • Circulating Minutes and documenting Holding Pattern Agreements
    • Between meeting administrative steps – why coach facilitation is key
    • Setting further Collaborative Meetings and keeping momentum 
    • The essential skills of interest based negotitation – brainstorming, option generation and evaluation
    • Dealing with impasse and roadblocks
    • Reaching Resolution, Documentation and Final Court Orders
    • Ethical Guidelines and Professional Standards
    • Establishing and marketing your Collaborative Practice
    • Practice Groups and why you need to join one for Wills and Estates

    Meet Your  Program Co-Ordinator and Trainer

    Meet Your

    Program Co-Ordinator

    and Trainer

    ZINTA HARRIS

    Zinta Harris is the owner of Resolve Estate Law, a Brisbane-based Accredited Succession Law & Business Law Specialist, Collaborative Lawyer, and Mediator.

    Zinta Harris is the owner of a boutique specialist estates law firm, Resolve Estate Law. Zinta is passionate about brokering peaceful resolutions to family disputes over inheritance so that “family wars” are avoided.

    After over 25 years practising as a wills and estates lawyer, Zinta has seen firsthand the impact of estate battles on hundreds of families. She now specialises in helping grieving families stay out of Court and work together to reach an early resolution to their estate dispute.

    Zinta Harris is the author of the book “Rest in Peace – how to manage an estate dispute without inheriting heartache”. The book was awarded the Australian Book Awards’ ‘Best General Business Book’ 2019. She also writes the popular blog “Catching the Curveball” which provides regular commentary on issues relating to grief, loss, estates law, family, parenting, love and life.

    Zinta’s aim is to create a new path for grieving families by keeping them out of Court and minimising the emotional and financial toll of an estates battle so that they have the freedom to grieve and get on with living life without conflict. Zinta was named the 2019 WLAQ Trailblazer of the Year and Lawyers Weekly 2019 Sole Practitioner of the Year for her work in this area.

    Meet Your Guest Presenters

    Meet Your

    Guest Presenters

    Anne Marie Rice

    BEN COHEN

    Partner Bartley Cohen – Guest Presenter – Brisbane

    As an expert in lawyers’ professional negligence claims and disciplinary proceedings, chair of the QLS Ethics Committee and former member of the QLS Alternative Dispute Resolution Committee, Ben Cohen is uniquely placed to address the ethical and risk issues that collaborative professionals face delivering this new and unique form of dispute resolution to families in conflict.

    Anne Marie Rice

    STAFFORD SHEPHERD

    Director QLS Ethics & Practice Centre – Guest Presenter – Brisbane

    Stafford is the “go to” ethical guidance officer for lawyers across Qld and has responsibility for assisting practitioners to have a better understanding of the ethical dynamics of collaborative practice. He is also the executive editor of the “Australian Solicitors Conduct Rules 2012 in Practice: A Commentary for Australian Legal Practitioners”. In our eyes, this makes Stafford the leading Qld authority on all things ethics for collaborative practice.

    Anne Marie Rice

    Lynda McKIE

    Senior Wealth Advisor, Elston – Guest Presenter – Brisbane & Online

    Lynda is a collaboratively trained financial adviser working regularly with collaborative teams advising on financial settlement matters which involve family businesses, corporate structures and Self-Managed Superannuation Funds to find outcomes for parties engaged in non-court based dispute resolution. Lynda speaks from her years of experience, on the power of neutral financial advice in collaborative family dispute resolution.

    Anne Marie Rice

    VALERIE NORTON

    Family Dispute Resolution Practitioner, The Mediation Collective – Guest Presenter – Sydney & Online

    Valerie holds qualifications in Sociology, Psychology (1st class Hons), FDRP, is a Nationally Accredited Mediator (NMAS) and collaboratively trained professional. Her combined study in psychology, interpersonal communication and business experience, along with a desire to help people in crisis, led her to work as a collaborative coach for families facing divorce or other family or business related disputes.

    Her understanding of complex psychological issues associated with families gives Valerie an insight into the personalities and dynamics in a mediation room. Currently, Valerie coaches and assesses candidates for NMAS accreditation at the College of Law and Relationships Australia and sits on the board of Collaborative Professionals NSW.

    Anne Marie Rice

    Linda Kochanski

    Mediator, Trainer, College of Law – Guest Presenter – Brisbane & Online

    Linda started her professional life as a lawyer where she gained extensive experience in various areas of law, but discovered her areas of special interest in family law, and mediation.

    Linda has worked for Relationships Australia in various roles and has practised in all forms of relationship mediation. Linda continues to practice mediation, she is a member of Bond University’s Dispute Resolution Centre and on the Advisory Board of the Australian Mediation Association. She is recognised as a leading voice in the ADR space and is presently the Practice Leader for Dispute Resolution Programs at the College of Law and sits on the National Mediation Standards Board.

    Anne Marie Rice

    JOHN O’Sullivan

    Legal Director O’Sullivan Law, Collaborative Lawyer & Mediator – Guest Presenter – Perth

    John O’Sullivan has been practicing law in WA for over 25 years. John has a degree in Economics and a Graduate Diploma in Financial Analysis giving him insight into the financial complexities of his client’s disputes. John is also a mediator and believes that disputes are almost always about much more than the law. John is a council member of Collaborative Professionals WA and a board member of the Australian Association of Collaborative Professionals. John is enthusiastic about Collaborative Practice as a better way to resolve disputes achieving both lasting compromises and repairing, rather than further damaging, relationships. 


    Ben Cohen (partner Bartley Cohen) – Guest Presenter Brisbane

    As an expert in lawyers’ professional negligence claims and disciplinary proceedings, chair of the QLS Ethics Committee and former member of the QLS Alternative Dispute Resolution Committee, Ben Cohen is uniquely placed to address the ethical and risk issues that collaborative professionals face delivering this new and unique form of dispute resolution to families in conflict.


    Stafford Shepherd (Director QLS Ethics & Practice Centre) – Guest Presenter Brisbane

    Stafford is the “go to” ethical guidance officer for lawyers across Qld and has responsibility for assisting practitioners to have a better understanding of the ethical dynamics of collaborative practice. He is also the executive editor of the “Australian Solicitors Conduct Rules 2012 in Practice: A Commentary for Australian Legal Practitioners”. In our eyes, this makes Stafford the leading Qld authority on all things ethics for collaborative practice.

    Lynda McKie (Senior Wealth Adviser, Elston) – Guest Presenter Brisbane & Online

    Lynda is a collaboratively trained financial adviser working regularly with collaborative teams advising on financial settlement matters which involve family businesses, corporate structures and Self-Managed Superannuation Funds to find outcomes for parties engaged in non-court based dispute resolution. Lynda speaks from her years of experience, on the power of neutral financial advice in collaborative family dispute resolution.

     

    Valerie Norton (Family Dispute Resolution Practitioner, The Mediation Collective) – Guest Presenter Sydney & Online

    Valerie holds qualifications in Sociology, Psychology (1st class Hons), FDRP, is a Nationally Accredited Mediator (NMAS) and collaboratively trained professional. Her combined study in psychology, interpersonal communication and business experience, along with a desire to help people in crisis, led her to work as a collaborative coach for families facing divorce or other family or business related disputes.

    Her understanding of complex psychological issues associated with families gives Valerie an insight into the personalities and dynamics in a mediation room. Currently, Valerie coaches and assesses candidates for NMAS accreditation at the College of Law and Relationships Australia and sits on the board of Collaborative Professionals NSW.

              Linda Kochanski (Mediator, Trainer, College of Law) – Guest Presenter Brisbane & Online

    Linda started her professional life as a lawyer where she gained extensive experience in various areas of law, but discovered her areas of special interest in family law, and mediation.

    Linda has worked for Relationships Australia in various roles and has practised in all forms of relationship mediation. Linda continues to practice mediation, she is a member of Bond University’s Dispute Resolution Centre and on the Advisory Board of the Australian Mediation Association. She is recognised as a leading voice in the ADR space and is presently the Practice Leader for Dispute Resolution Programs at the College of Law and sits on the National Mediation Standards Board.

     

    John O’Sullivan (Legal Director O’Sullivan Law, Collaborative Lawyer and Mediator) – Guest Presenter Perth

    John O’Sullivan has been practicing law for over 25 years. He has a degree in Economics and a Graduate Diploma in Financial Analysis giving him insight into the financial complexities of his client’s disputes. John is also a mediator and believes that disputes are almost always about more than the law. John is a council member of Collaborative Professionals WA and a board member of AACP. John is enthusiastic about Collaborative Practice as a better way to resolve disputes to achieve lasting compromises and repairing, rather than damaging, relationships.

    What past attendees thought...

    “I was concerned that it [the training] would be a bit 'happy-clappy' and not actually usable in a litigation context...

    [to those hesitating over signing up] - don't be put off but all the reasons in your head why it won't work, come along with an open mind."

    — Peter Nevin – lawyer

    “[to colleagues thinking about doing the training] come and join the new cool group of wills and estates collaborative lawyers who don't send nasty letters and have happier clients."

    — Beverley Sorrell – lawyer

    “This course is a great way to be introduced to a whole new way of thinking about resolving estate disputes. It challenges your thinking about available ways to resolve conflicts.”

    — Josh Fox – lawyer

    “I learned a lot about how we set up our clients' mindsets for litigation from the outset, and even changing that could change the course of a matter.

    I am excited and keen to spread the word!"

    — Jacqui Brauman – lawyer

    “CP is amazing and transformative. Zinta, your passion and energy is truly amazing!

    I look forward to being a communications coach"

    — Yvette Strawbridge – Mediator & Counsellor

    “This course will better your skills and for a financial neutral to understand how often professional services operate and how you can work together.

    I found working with Zinta and Anne-Marie very rewarding — their approach is non-judgmental which is important to ensure that attendees feel comfortable asking questions and participating in role plays.” 

    — Jessie Hinds – financial adviser

    “I am excited about everything and have particularly appreciated the tools and the food for thought gained in the training.”

     I am very conscious of the tools learned and the explanation about human reactions and neuroscience it has been extraordinarily helpful and worthwhile. I thought it [the training] was great, I very much enjoyed the interactive nature of it and the way it was presented, the role plays were challenging at first but ended up being quite fun - you were both great presenters and teachers and very informative - you've put a huge amount of work into creating an interesting, educational and very valuable body of knowledge and presented it in a way that was very considerate of attendees - you had our undivided attention on the day."

    — Succession Lawyer

    “Fantastic experience – I loved how you both worked together to bring training on the collaborative model based on experience (Anne-Marie) and a continual tie in to the estates context (Zinta). You were also flexible to explore the grey areas and go with the flow of the attendees with our (constant) questions!”

    — Kylie Costigan – estate planning and estate administration lawyer

    “The outcomes of this course provides the basis and training to involved professionals enabling them to successfully manage the foundation and guidance to support and achieve agreeable conclusions in succession planning, wills and estates conversations and disputes.”

    — Julie Gray – financial planner

    “This course will increase your knowledge and your contacts.” 

    — Stuart Warren – financial planner

    “I was concerned that it [the training] would be a bit 'happy-clappy' and not actually usable in a litigation context...

    [to those hesitating over signing up] - don't be put off but all the reasons in your head why it won't work, come along with an open mind."

    — Peter Nevin – lawyer

    “[to colleagues thinking about doing the training] come and join the new cool group of wills and estates collaborative lawyers who don't send nasty letters and have happier clients."

    — Beverley Sorrell – lawyer

    “This course is a great way to be introduced to a whole new way of thinking about resolving estate disputes. It challenges your thinking about available ways to resolve conflicts.”

    — Josh Fox – lawyer

    “I learned a lot about how we set up our clients' mindsets for litigation from the outset, and even changing that could change the course of a matter.

    I am excited and keen to spread the word!"

    — Jacqui Brauman – lawyer

    “CP is amazing and transformative. Zinta, your passion and energy is truly amazing!

    I look forward to being a communications coach"

    — Yvette Strawbridge – Mediator & Counsellor

    “This course will better your skills and for a financial neutral to understand how often professional services operate and how you can work together.

    I found working with Zinta and Anne-Marie very rewarding — their approach is non-judgmental which is important to ensure that attendees feel comfortable asking questions and participating in role plays.” 

    — Jessie Hinds – financial adviser

    “I am excited about everything and have particularly appreciated the tools and the food for thought gained in the training.”

     I am very conscious of the tools learned and the explanation about human reactions and neuroscience it has been extraordinarily helpful and worthwhile. I thought it [the training] was great, I very much enjoyed the interactive nature of it and the way it was presented, the role plays were challenging at first but ended up being quite fun - you were both great presenters and teachers and very informative - you've put a huge amount of work into creating an interesting, educational and very valuable body of knowledge and presented it in a way that was very considerate of attendees - you had out undivided attention on the day."

    — Succession Lawyer

    “Fantastic experience – I loved how you both worked together to bring training on the collaborative model based on experience (Anne-Marie) and a continual tie in to the estates context (Zinta). You were also flexible to explore the grey areas and go with the flow of the attendees with our (constant) questions!”

    — Kylie Costigan – estate planning and estate administration lawyer

    “The outcomes of this course provides the basis and training to involved professionals enabling them to successfully manage the foundation and guidance to support and achieve agreeable conclusions in succession planning, wills and estates conversations and disputes.”

    — Julie Gray – financial planner

    “This course will increase your knowledge and your contacts.” 

    — Stuart Warren – financial planner

    Explore our other courses

    Advanced  TRAINING

    Have you already completed the Wills and Estates Core Skills / Introductory or Skills Expansion Training but now know that you need to learn more? Then join Zinta Harris for a 1-day masterclass to do just that! Open to those already trained from ALL STATES.

    Early Bird $479

    Full Price $559

    SKILLS  Expansion TRAINING

    This 1-day intensive training – run by wills and estates accredited specialist, Zinta Harris – is for coaches, counsellors and financial neutrals who are  already experienced Collaborative Professionals in Family Law – who want to learn about the succession law frameworks at play to help translate their skill set for the wills and estates contexts.

    Early Bird $479

    Full Price $559

    Advanced  TRAINING

    Have you already completed the Wills and Estates Core Skills / Introductory or Skills Expansion Training but now know that you need to learn more? Then join Zinta Harris for a 1-day masterclass to do just that! Open to those already trained from ALL STATES.

    Early Bird $479

    Full Price $559

    SKILLS

    Expansion TRAINING

    This 1-day intensive training – run by wills and estates accredited specialist, Zinta Harris – is for coaches, counsellors and financial neutrals who are  already experienced Collaborative Professionals in Family Law – who want to learn about the succession law frameworks at play to help translate their skill set for the wills and estates contexts.

    Early Bird $479

    Full Price $559

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