Overview   

The advisory role of accounting firms can be expanded through the provision of a service that is usually associated with attorneys and banks – the drafting of wills. 

The fact that the accountant already knows and understands a client's financial position provides for the accountant to fit perfectly into this role. In this webinar we invite Jako Liebenberg CA(SA) to share insights into how you can expand your practice through the establishment of the role of drafting wills for your clients as well as securing appointment as executor of their estates.  

Join Jako on 21 June 2023 from 9:00 a.m. to 11:00 a.m. as he guides you through this discussion on how to grow your practice and generate more income through the drafting wills.  

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Gain background knowledge of the legislation that governs wills in South Africa and be able to apply that knowledge in own practice. 

• Possess an understanding of why it is vital for one to have a legal will. 

• Appreciate and be able to advise clients on the implications of not having a will.  

• Understand and be able to relay information on the costs of death that have a financial impact on one's cash flow.  

• Have the knowledge to train your staff to review and draft wills, and identify opportunities to secure appointment as an executor of clients' estates.  

Content  

The webinar will cover the following topics:  

• Wills Act No. 7 of 1953. 

• Requirements of a legal will.  

• How to draft a will. 

• Risks regarding wills. 

• Establishing a wills service offering to clients. 

• Becoming 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, 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: 

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

• Legal personnel of a practice. 

 Price             

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R184 per person (up to 5 users) 

• Group Price 2 - From R121 per person (up to 10 users) 

• Group Price 3 - From R109 per person (over 11 users)

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. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.