A Guide to Wills and Estates for Legal Trainees

Anne-Marie Irugalbandara
June 18, 2023
5 min read
https://www.future1st.com.au/post/a-guide-to-wills-and-estates-for-legal-trainees

Starting out in Wills and Estates Law can feel like stepping into a large library where every book is about family, money, and the law all at once. You may feel that the topics are serious, personal, and sometimes sensitive. That is exactly why this area of law is so important for your training journey. Whether you are joining a law firm, working in a corporate legal department, assisting in government legal offices, contributing at community legal centres, or connecting through recruitment agencies, this guide is here to give you a solid foundation.

With Future1st, you have the opportunity to grow your legal career by understanding what families, individuals, and institutions expect when it comes to estate matters. From estate planning to the probate process, you will see that the skills you build in this area are not only useful but also deeply valued.

Why Wills and Estates Law Matters in Australia

Wills and estates sit at the intersection of personal life and legal structure. In Australia, this field ensures that assets are passed on according to law and intention. People want certainty about what happens to their possessions, property, and even sentimental items. Without a valid will, decisions about estates can end up in lengthy disputes or be left to statutory rules.

For you as a trainee, this means learning how to prepare, review, and interpret documents with care. You are not only working with words on paper; you are handling legacies and final wishes. It is law with a very human side.

Estate Planning Basics

Think of estate planning as setting the stage for what comes after someone’s life ends. It is like packing a suitcase for a long journey, making sure everything is in order. Estate planning involves:

  • Drafting Wills: Creating legally valid wills that reflect a person’s wishes.
  • Trusts: Establishing structures to hold and manage assets.
  • Powers of Attorney: Allowing others to make decisions on behalf of someone when they can no longer do so.
  • Guardianship Arrangements: Planning for children or dependents.

As a trainee, your role may include preparing drafts, checking compliance with legislation, and assisting with advice to clients. Pay close attention to formalities, as even a small mistake can make a document invalid.

The Probate Process

The probate process is the official way a will is accepted by the court. If you have ever heard someone say, “the court proved the will,” they are talking about probate. In Australia, probate confirms the will as valid and gives authority to executors to carry out the instructions.

Steps in the probate process often include:

  1. Filing an application with the Supreme Court in the relevant state or territory.
  2. Advertising requirements to notify potential creditors or claimants.
  3. Review by the court to confirm the will’s authenticity.
  4. Grant of probate which allows the executor to act.

For you as a trainee, expect to assist with preparing affidavits, gathering documents like death certificates and asset statements, and checking deadlines. Probate may sound formal and rigid, but it is also a safeguard to make sure assets go where they are meant to.

The Role of a Legal Services Trainee in Wills and Estates

If you are part of a Legal Services Trainee Australia program, your responsibilities in this area could include:

  • Drafting simple wills under supervision
  • Preparing probate documents.
  • Researching state legislation and recent case law.
  • Supporting senior lawyers with client meetings.
  • Maintaining clear records and correspondence.

You can learn more about opportunities through Future1st’s Legal Services Trainee jobs.

It is not glamorous work at first glance, but it is the kind of foundation that builds strong skills. Think of it like learning to tie your shoelaces before running a marathon. You need the basics to succeed.

Key Skills You Will Build

Working in wills and estates helps you develop skills that are practical and highly respected:

  • Attention to detail: Small errors can have large consequences.
  • Communication: You will learn to explain complex legal issues in plain language.
  • Sensitivity: Families often approach these matters during difficult times.
  • Organisation: Managing deadlines and documents is a daily task.

These skills transfer well into many other areas of law.

Challenges You May Face

Like all areas of law, wills and estates come with challenges:

  • Family disputes: Emotions run high, and disagreements over inheritance are common.
  • Complex estates: Assets spread across different jurisdictions or involving trusts can be tricky.
  • Strict rules: Legislation differs across states and territories, and procedural mistakes can cause delays.

The key is to treat challenges as opportunities to learn. A missed affidavit or late notice may cause stress, but it also teaches you the importance of accuracy and discipline.

Future1st and Your Career Path

By working with Future1st, you gain structured guidance in Wills and Estates Law. The training pathways prepare you to contribute meaningfully in professional legal environments. For law firms and departments, trainees like you bring fresh skills and a readiness to learn.

Future1st offers clear entry points for legal trainees, especially through placements where estate law is part of the practice. This is where your classroom learning meets real-world application.

Practical Tips for Legal Trainees

  1. Keep templates handy: Probate forms, affidavit structures, and sample wills are useful references.
  2. Ask questions early: Senior lawyers expect you to clarify rather than assume.
  3. Stay up to date: Laws change, so always check the most recent statutes and court rules.
  4. Be respectful: Remember that clients may be grieving or under stress.
  5. Stay organised: A tidy file is a lawyer’s best friend.

Conclusion

Working in Wills and Estates Law introduces you to the delicate balance of human concerns and legal structures. From estate planning to the probate process, your role as a trainee places you at the heart of meaningful legal work.

If you are ready to build your legal career in Australia, start with Future1st. Check the latest Legal Services Trainee opportunities and take the next step toward becoming a trusted professional in the field.

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Anne-Marie Irugalbandara
11 Jan 2022
5 min read
https://www.future1st.com.au/post/a-guide-to-wills-and-estates-for-legal-trainees