Accredited courses from leading Australian universities, TAFEs and colleges
Qualification Level
Accredited courses from leading Australian universities, TAFEs and colleges
An estate planner helps people and businesses manage and pass on their wealth. Their work spans wills, trusts, powers of attorney, superannuation strategies, and tax planning.
Estate planners do a full review of each client’s financial position. This includes assets, debts, family structure, and long-term goals. They build a plan that cuts tax, protects assets, and makes a client’s wishes legally binding.
Estate planners work closely with solicitors, accountants, and financial advisers. They draft key legal documents and advise on structures such as testamentary trusts and blended family plans.
This is a skilled profession that rewards both technical depth and genuine care for clients. Those with FAAA or STEP accreditation are well placed to serve clients with complex estates. Planning wealth across generations is a growing part of this work.
Laura Atkinson is an Account Management and SEM specialist at Course Finder Group with six years' experience in the Australian education sector. She works day to day with universities, TAFEs and independent training providers, which gives her a close view of how courses map to real career outcomes. She writes practical guidance on career pathways, choosing the right qualification and what to expect when moving into a new field.
