Following on from the previous CPD for Fixed Costs (which you can read about here), covering whether or not you could charge some of your time before the Probate is received on a time/cost basis, we are doing a deeper dive into costs for Estates. This will happen on Thursday 23 April 2026 at 12 Noon AEST and will cost $90. We will be looking at -
how do you discuss costs with your client if you are going to time record, and potentially charge the time recording and not the fixed fees?
preparing your Costs Disclosure Statement, how do you disclose both types of costs (fixed and non-fixed) in a way that allows you to potentially charge for one or the other, without panicking the client?
an excel spreadsheet of a typical Estate matter that you can use to set your estimate for your Costs Disclosure, as well as to estimate which parts will be fixed and which parts will be time costed
The excel spreadsheet will also work for matters that don’t require Probate where you are “just” doing Estate Administration, and we will discuss the different approaches to costs between Probate and matters that don’t require Probate.
If you have missed our previous training on Fixed Costs, then you can purchase the recording and the documents here.
In keeping with previous CPDs, you will get a $50 discount code if you email a requisition from the Supreme Court in relation to an Estate matter and provide enough information for the requisition to make sense. I will bundle them together and they will form part of the subject matter material available to participants. Email it to janis@janisconsults.com and then I will send you the discount code and a survey for you to complete with further questions.
You can find out more about the event by going into the Facebook Group, or you can register for the event by clicking on the button below.
NSW Estate Lawyers EMAIL LIST
Do you know about the email list for the NSW Estate Lawyers Facebook Group? I try to give useful updates on topics around Estates and Estate Planning, and most emails will include a case summary from a recent case generally from the NSW Supreme Court, though sometimes I cover other states because of course our courts refer to each other’s case law. I will also include a whip around of the topics that were raised in the Facebook Group that week, because I am aware that the algorithm doesn’t always show you what is happening.
If there are any other topics that you would like to see covered I am always happy to hear suggestions.
