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

Swipe through to find your city below the map to learn more and book

Perth Intro Dates
Adelaide Intro Dates
Brisbane Intro Dates

All States

Intro Online: 6 week course coming soon.

Register your interest.

All States

Peppers Palm Cove
Intro: To be confirmed

Register your interest.

Brisbane

Intro: 16 & 23 March 2020

Sydney

Intro: 21 & 22 February 2020

Sydney

Intro: 14 & 15 August 2020

MELBOURNE

Intro: 13 & 14 November 2020

ADELAIDE

 Intro: To be confirmed.

PERTH

Intro: 18 & 19 September 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 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.

    During this course you will run a mock Collaborative matter from Client Intake Interview to Professional Team meeting concluding with the first Collaborative Meeting. 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 which you can adapt for immediate use!

    Introductory Course Program Outline

    Day 1:

    • 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
    • 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)
    • 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:

    • Debrief and recap of Day 1
    • Roleplay video fishbowls (pre-death and post-death)
    • Tailoring the Professional Team for your matter
    • 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
    • Circulating Minutes and documenting Holding Pattern Agreements
    • Between meeting administrative steps
    • 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

    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, 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.

    Meet Your Guest Presenters

    Meet Your

    Guest Presenters

    Anne-Marie Rice

    Anne-Marie Rice (Rice Dispute Resolution) – Guest Presenter QLD

    Anne-Marie is an Accredited Family Law Specialist, Collaborative Lawyer and Mediator who has been working in legal dispute resolution for 20 years. She 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 was named the 2018 WLAQ Leneen Forde AC Woman Lawyer of the Year and in 2019 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.

    Shelby Timmins

    Shelby Timmins (Mediator and Conflict Coach) – Guest Presenter NSW

    Accredited Mediator, Family Dispute Resolution Practitioner, Parenting Coordinator, Conflict Coach and Collaborative Professional.
    Shelby is a Nationally Accredited Mediator, Family Dispute Resolution Practitioner, Parenting Coordinator, Conflict Coach, Collaborative Professional and Doyles 2019 recommended mediator. She also holds a Masters in Law from the University of Sydney and was an Accredited Family Law Specialist with over 18 years experience before stepping aside from practising law to establish a boutique family law dispute resolution practice “Divorce Done Differently”. Her focus is now solely in mediation, interdisciplinary collaborative practice, conflict coaching, separation and divorce support. Shelby is a training faculty member of the International Association of Collaborative Professionals, Collaborative Professionals (NSW) Inc and President of Southern Sydney Collaborative Professionals.

    Ben Cohen

    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

    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.

    Lydia McKie

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

    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.

    John O'Sullivan

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

    John O’Sullivan has been practicing law in Western Australia for over 25 years and has been a Legal Director of O’Sullivan Law since 2007. 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 over litigation achieving both lasting compromises and repairing, rather than further damaging, the parties’ relationships.

    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

    Book  a course with us

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

    Swipe through to find your city below the map to learn more and book

    Perth Intro Dates
    Adelaide Intro Dates
    Brisbane Intro Dates

    All States

    QLD Beach Location

    Intro: 5 & 6 June 2020

     

    Brisbane

    Intro: 16 & 23 March 2020

    Sydney

    Intro: 21 & 22 February 2020

    Sydney

    Intro: 14 & 15 August 2020

    MELBOURNE

    Intro: 13 & 14 November 2020

    ADELAIDE

     Intro: To be confirmed.

    PERTH

    Intro: 18 & 19 September 2020

    Early Bird: $997

    Full Price: $1147

    Explore our other courses

    Advanced  COURSE

    Have you already completed the Wills and Estates 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 to be held at a QLD beach location on 6 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 Wills and Estates 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 to be held at a QLD beach location on 6 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

    Pin It on Pinterest

    Sorry, we're full! Join the waitlist. We will inform you when the product arrives in stock. Just leave your valid email address below.
    Email Quantity We won't share your address with anybody else.