INTRODUCTORY COURSE

COLLABORATIVE PRACTICE TRAINING

for Wills and Estates

Beginning, building and sustaining a peacemaking practice

Introductory Collaborative Practice Training

2 DAY WORKSHOP

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

This program would also suit anyone who has completed an introductory program before but is seeking a “refesher” course with specific training in the wills and estates context.

Book  a course with us

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

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All States

QLD Beach Location

Intro: 5 & 6 June 2020

 

Brisbane

Intro: 16 & 23 March 2020

Sydney

Intro: 21 and 22 February 2020

Sydney

Intro: 14-15 August 2020

MELBOURNE

Intro: 1-2 May 2020

ADELAIDE

Intro: 18-19 September 2020

PERTH

Intro: 4-5 April 2020

Early Bird: $997

Full Price: $1147

Start with the Introductory 2-day workshop

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

Join Collaborative Estates Lawyer, Zinta Harris and co-presenter Anne-Marie Rice (of Rice Dispute Resolution) for a 2-day workshop that will teach you the skills you need to be able to offer an alternative resolution pathway to your clients. After completing the introductory course (delivering 16 CPD points, including 1 Ethics point) you will qualify to register as a collaborative practitioner in your state and with the International Academy of Collaborative Professionals.

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

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

    This course is suitable for anyone already registered as a collaborative professional seeking a refresher course or specific training in the wills and estates context.

    Introductory Course Program Outline

    Day 1:

    • Theory and Understanding Collaborative Practice
    • Understanding the different models of Collaborative Practice, roles, and attributes of the participants
    • Foundations of a Collaborative Matter
    • Core Skills of a Collaborative Professional
    • Overview of the Collaborative Process
    • The First Client Interview
    • Introduction to Collaborative Agreements

    Day 2:

     

    • Preparing for the First Collaborative Meeting
    • Holding the First Collaborative Meeting
    • Minutes, Holding Pattern Agreements
    • Information Gathering
    • Further Collaborative Meetings
    • Reaching Resolution Finalisation & Documentation
    • Ethical Guidelines
    • Establishing your Collaborative Practice

    Day 1:

    • Theory and Understanding Collaborative Practice
    • Understanding the different models of Collaborative Practice, roles, and attributes of the participants
    • Foundations of a Collaborative Matter
    • Core Skills of a Collaborative Professional
    • Overview of the Collaborative Process
    • The First Client Interview
    • Introduction to Collaborative Agreements

    Day 2:

     

    • Preparing for the First Collaborative Meeting
    • Holding the First Collaborative Meeting
    • Minutes, Holding Pattern Agreements
    • Information Gathering
    • Further Collaborative Meetings
    • Reaching Resolution Finalisation & Documentation
    • Ethical Guidelines
    • Establishing your Collaborative Practice

    Meet Your  Program Co-ordinators

    Meet Your  

    Program Co-ordinators

    ZINTA HARRIS

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

    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 20 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 peacefully 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.

    Anne Marie Rice
    ANNE-MARIE RICE
    Accredited Family Law Specialist, Collaborative Lawyer, and Mediator, Owner, Rice Dispute Resolution.

    Anne-Marie has been working in legal dispute resolution for almost 20 years and during that time she has helped many hundreds of clients resolve their conflict and move forward with their lives.

    Guiding the successful resolution of legal disputes involves a detailed understanding of much more than just the law and Anne-Marie’s work with those who find themselves in conflict with family, colleagues, employers or others, is focussed on finding a lasting compromise rather than just “winning the legal battle”.

    Anne-Marie has spent many years investing in the skills necessary to quickly understand clients’ legal and personal needs so that she is able to bring certainty, purpose and warmth to any mediation or collaborative law process. Anne-Marie has worked consistently in the collaborative model since 2006, has spoken at various local and international conferences on the concept of “positive problem solving” and has trained hundreds of lawyers and other professionals who want to find a better way to help their clients.

    Anne-Marie is the 2018 WLAQ Leneen Forde AC Woman Lawyer of the Year and her acceptance speech, in which she looked the traditional, adversarial model of dispute resolution squarely in the eyes, has become a social media sensation. The speech “Why Tired Matters” can be read or viewed at www.annemarierice.com.au.

    In 2019 Anne-Marie received the Queensland Law Society’s inaugural Outstanding Accredited Specialist award for her contributions to educating fellow practitioners and for outstanding leadership in her field.

    Anne-Marie’s commitment to changing the way lawyers approach their work has seen her featured in the media and most recently on the SBS flagship current affairs program Insight. Anne-Marie’s 1:1 interview with Jenny Brockie has been viewed over 130,000 times and can be seen here: www.facebook.com/InsightSBS/videos/jenny-1-on-1-burnout/406822059986306/

    What past attendees thought...

    “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

    “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 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

    “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

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

    — Stuart Warren – financial planner

    Explore our other courses

    Advanced  COURSE

    Have you already completed the Introductory Course but want to improve your basic skills? Then join Zinta Harris and Anne-Marie Rice for a 1-day masterclass to do just that! Open to those already trained in CP for Wills and Estates from ALL STATES to be held at a QLD beach location on 4 June 2020!

    Early Bird $459

    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 how to translate their skill set for the wills and estates contexts.

    Early Bird $459

    Full Price $559

    Advanced  COURSE

    Have you already completed the Introductory Course but want to improve your basic skills? Then join Zinta Harris and Anne-Marie Rice for a 1-day masterclass to do just that! Open to those already trained in CP for Wills and Estates from ALL STATES to be held at a QLD beach location on 4 June 2020!

    Early Bird $459

    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 how to translate their skill set for the wills and estates contexts.

    Early Bird $459

    Full Price $559

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