INTRODUCTORY COURSE
COLLABORATIVE PRACTICE TRAINING
for Wills and Estates
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.
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Early Bird: $997
Full Price: $1147
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
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 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 (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 (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 (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
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 (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...
Book a course
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
Early Bird: $997
Full Price: $1147
Explore
Advanced
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
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
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
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
