Overview   

Accountants and attorneys are considered to be pre-eminent trusted advisors because of the professional advisory expectation that their clients have of them.  

It is important to reflect on this expectation and take advantage of it by offering those services that clients want.  In this part of our Grow your practice series, we focus on a service that accountants are qualified and experienced to offer but may inadvertently be allowing banks and other financial services providers to take this potential income away from them. 

Join Jako Liebenberg CA(SA) on 13 April 2022 from 10:00 a.m. to 12:00 p.m. as he shares insights on the process you should follow to establish a dedicated accounting practice service offering for reviewing and drafting wills for your clients, and successfully securing the appointment as executor of the estate.  

Learning objectives  

  By attending this CPD webinar you will develop the following competencies:   

• Learn how to establish new revenue sources from reviewing and drafting wills for clients.  

• Apply the legislation governing wills and deceased estates. 

• Know how to draft a legally enforceable will for clients. 

• Be able to advise clients on the important risks and considerations when drafting wills. 

• Have the knowledge to train your staff to identify opportunities to secure the appointment as an executor of the estate of your clients.  

Content 

  The webinar will cover the following topics:  

• What is a will? 

• What does the law say? 

• Drafting legally enforceable wills for clients. 

• Risks and considerations regarding wills. 

• Establishing a wills service offering to clients. 

• How to become executor of clients' estates.. 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAIBA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

About the 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.  

 Who should attend? 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: CA(SA), Professional Accountant (SA), FCCA, BAP(SA), AGA(SA), and ACCA. 

• Accounting officers. 

• Practice legal personnel. 

• Attorneys. 

  Price 

•  R 450.00 - Online admission - Individual. 

• Group Price 1 - R950 (maximum of 5 attendees) 

           Group Price 2 - R1 850 (maximum of 10 attendees) 

            Group Price 3 - R2 650 (maximum of 15 attendees) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options.