Estate Planning
Undergraduate
GRF-AFE329 2025Course information for 2025 intake View information for 2024 course intake
- Study method
- 100% online
- Assessments
- 100% online
- Enrol by
- 6 July 2025
- Entry requirements
- Part of a degree
- Duration
- 14 weeks
- Price from
- $2,124
- Upfront cost
- $0
- Loan available
- HECS-HELP and FEE-HELP available
Estate Planning
About this subject
After successfully completing this subject you should be able to:
- Explain the law underpinning estate planning, including: the formation and operation of Wills, Estate Administration, Asset Ownership, Powers of Attorney, Guardianship, Family Law, Taxation Law and Trust Law;
- Describe the estate planning process for financial advisers, and the role of other professional service providers;
- Describe and evaluate the use of asset protection, taxation, philanthropy and business succession strategies in estate planning; and
- Apply your technical knowledge and professional skills (problem solving, analytical and written communication) to provide estate law and financial planning advice, and to develop an estate plan
- Introduction to Estate Planning
- Estate Planning Process
- Wills, Probate and Succession
- Attorneys and Guardianship
- Taxation of Deceased Estates
- Asset Ownership and Trusts
- Family Issues
- Business Succession Planning and Strategies
- Contemporary Issues for the Estate Plan
- Developing the Estate Administration Plan
This subject advances student knowledge and skills in estate planning, from the regulatory environment, including the legal and tax implications of ownership structures in the management and transfer of assets, through to strategies to manage the client-professional relationship in the face of difficult circumstances including family breakdown, bankruptcy and the loss of a loved one.
Prerequisites: AFE122 Financial Planning 1 (required) and AFE227 Superannuation and Retirement (recommended).
Students should not enrol in this subject if they have previously completed 3219AFE: Estate Planning at Griffith University.
- Practice-Based Assignment - Estate Law Advice (40%)
- Practice-Based Assignment - Estate Plan (60%)
For textbook details check your university's handbook, website or learning management system (LMS).
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- QS Ranking 2024:
- 18
- Times Higher Education Ranking 2024:
- 20
Entry requirements
Part of a degree
To enrol in this subject you must be accepted into one of the following degrees:
Core
- GRF-AFA-DEG-2025 - Bachelor of Applied Financial Advice
Prior study
You must have successfully completed the following subject(s) before starting this subject:
To help set you up for success before you start this subject, we suggest completing or having equivalent knowledge in:
Additional requirements
- Equipment requirements - Audio/Video equipment
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
Related degrees
Once you’ve completed this subject it can be credited towards one of the following courses
Bachelor of Applied Financial Advice
Undergraduate
GRF-AFA-DEG