Training Advisors
Empowering professionals with clear estate planning guidance
At Kate Redman & Associates, we’re committed to working alongside trusted advisers – such as financial planners, accountants, brokers, family lawyers, and business consultants – to support clients with estate planning, probate, and succession advice.
Why Our Adviser Training Matters
Estate planning sits at the edge of what most advisers can discuss – and getting it wrong creates real compliance risk. Our training gives you the knowledge and tools to:
Spot the signs
Confidently identify when clients have estate planning needs, without stepping into legal advice
Stay compliant
Navigate conversations about Wills, Powers of Attorney, super nominations, and trusts without crossing the line
Handle the tricky stuff
Manage client conversations about capacity, blended families, and legacy planning with confidence
Refer with confidence
Hand over to a specialist team you trust, knowing your client (and your reputation) is in safe hands
What We Offer
Interactive Training Sessions
Delivered virtually or in person across Brisbane and the Sunshine Coast. These sessions cover:
- Wills, intestacy, and estate administration
- Testamentary trusts and asset protection
- Superannuation nominations and tax considerations
- Family provision claims and estate disputes
- Client‑friendly language for legal concepts
Why Choose Us
Key Benefits for Your Practice
Delivered virtually or in person across Brisbane and the Sunshine Coast. These sessions cover:
- Position your firm as a trusted hub for holistic advice
- Provide accurate, practical information without overstepping legal bounds
- Offer added value to clients on critical life matters
- Strengthen referral relationships with a reliable Wills & Estate partner
Practical Support for the Advisers Your Clients Rely On
Whether you’re hosting a client seminar, running a team meeting, or building out your adviser toolkit, we’re here to help. Invite us to speak at your events, webinars, or training sessions – our lawyers deliver clear, engaging insights tailored to your audience, in plain English your clients will actually understand.
We also supply complimentary adviser resources; downloadable checklists, brochures, and SOA-friendly content you can use to support better conversations and stay compliance-ready.
Who this suits:
- Financial advisers
- Accountants
- Mortgage brokers & planners
- Family and corporate lawyers
- Business and succession advisers
Ready to Book a Session or Get Our Resources?
Whether you’ve got a specific training request or just want our latest adviser resources sent your way, we’d love to hear from you. We work alongside financial planners, accountants, brokers, family lawyers, and business consultants – supporting your clients with estate planning, probate, and succession advice that reflects well on the referral.