Estate Planning Facilitator Starter Pack

 

Estate Planning services can make you more money 
(and bring your clients even closer) 


Brought to you by The Legal Hub and The Art of Estate Planning, this online course gives you everything you need to have meaningful estate planning conversations
with your clients

 

Let's do this!
Ā 

Estate Planning FacilitatorĀ Starter Pack

 

Estate Planning services can make you more money 
(and bring your clients even closer) 


Brought to you by The Legal Hub and The Art of Estate Planning, this online course gives you everything you need to have meaningful estate planning conversations with your clients

Let's do this!

Are you ready to create an end-to-end Estate Planning offer in your practice?

 

Sign up for immediate access

 Are you ready to create an end-to-end estate planning service in your business?

 

Sign up for immediate access

The Starter Pack is jam-packed with everything you need to create your own Estate Planning Service. You can spend spend hours, weeks, months, years even, working it all out yourself.

Or

You can grab the very same ready-to-go tools and resources I've spent years and perfecting today.


It's a no-brainer really.

Why wait? You're leaving money on the table.

Here's what our clients say

Michael Gershkov, National Practise Manager, Lifespan

Tara is an exceptional presenter who knows how to engage with her audience and turn what some may consider to be boring into a fun and highly informative topic.

Tara has incredible knowledge of estate planning and this is one of the big areas advisers can add value with clients and ensure that they continue to participate in the intergeneration transfer of wealth by helping the parents move from accumulation to retirement and then aged care while turning their kids into clients of the future. Thank you Tara for being so awesome! If you want to know more about how much value Tara brings to advisers, call me.

Tim, Financial Adviser

The Art of Estate Planning course was brilliant and any adviser would get immense value.  The staff element cannot be understated.  Although Sarah in our office is not specifically client facing, she runs the whole process and giving her this training has made her so much more confident.

Sean, Financial Adviser

I thoroughly enjoyed the Art of Estate Planning course! Tara’s delivery was extremely engaging, easy to understand and I now feel empowered to make this part of my day to day process.


The Starter Pack is jam-packed with everything you need to create your own Estate Planning Service.

 

You can spend spend hours, weeks, months, years even, working it all out yourself.

Or

You can grab the very same ready-to-go tools and resources I've spent years perfecting today.



It's a no-brainer really.  Why wait? You're leaving money on the table.

Here's what our clients say

Tim, Financial Adviser

The Art of Estate Planning course was brilliant and any adviser would get immense value. 

The staff element cannot be understated.  Although Sarah in our office is not specifically client facing, she runs the whole process and giving her this training has made her so much more confident.

 

 

 

 

Michael Gershkov, National Practice Manager, Lifespan

Tara is an exceptional presenter who knows how to engage with her audience and turn what some may consider to be boring into a fun and highly informative topic.

Tara has incredible knowledge of estate planning and this is one of the big areas advisers can add value with clients and ensure that they continue to participate in the intergeneration transfer of wealth by helping the parents move from accumulation to retirement and then aged care while turning their kids into clients of the future. Thank you Tara for being so awesome! If you want to know more about how much value Tara brings to advisers, call me.

Sean, Financial Adviser

I thoroughly enjoyed the Art of Estate Planning course!

Tara’s delivery was extremely engaging, easy to understand and I now feel empowered to make this part of my day to day process.

 

 

 

 

 

 

John Cachia's Story

Hear the story on how estate planning transformed John's business and how it can do the same for you

 

The Estate Planning Facilitator Starter Pack

Worth 2.5 CPD Points 

Accredited with the FPA
(this does not constitute the FPA's endorsement)

Accredited with the FPA

On-demand
learning

 

Ready when you are

No boring legal jargon

 

Designed for Advisers and Accountants 

Hi, I’m Tara

It’s taken me eight years to create my own Estate Planning business resources and they are too good to keep to myself.

I’m a working estate planning lawyer with real-life experience and understanding of what you’re up against.

Over five guided modules I teach you my exact process, so you have all the tools and resources in your back-pocket ready to go.

But I don’t just teach you the rules around Estate Planning, I teach you how to talk about it, how to collaborate with lawyers, and how you can set up your business for success.

Creating a sustainable path for business growth.

I wish this kind of resource was available when I first started – it would have saved me so much time (and the stress of figuring it out on my own).

Which is why I’m sharing it with you.

My aim for this done-for-you Estate Planning course is to repay your investment after the first clients sign up for your service. 

 

Okay I'm in

Hi, I’m Tara Lucke

It’s taken me eight years to create my own Estate Planning business resources and they are too good to keep to myself.

I’m a working estate planning lawyer with real-life experience and understanding of what you’re up against.

Over four guided modules I teach you my exact process, so you have all the tools and resources in your back-pocket ready to go.

But I don’t just teach you the rules around Estate Planning; I teach you how to talk about it, how to collaborate with lawyers, and how you can set up your business for success.

Creating a sustainable path for business growth.

I wish this kind of resource was available when I first started – it would have saved me so much time (and the stress of figuring it out on my own).

Which is why I’m sharing it with you.

My aim for this done-for-you Estate Planning course is to repay your investment after the first client signs up for your service. 

Ok I'm in!

There's so much value in the

Estate Planning Facilitator Starter Pack

I’ll teach you the essentials of Estate Planning right down to the nitty gritty of how to broach the idea of Estate Planning with your clients to how to choose a lawyer you trust to collaborate with.

The skills you learn in this course can be applied straight away. You’ll have your very own Estate Planning service before you know it. 

Your clients will feel closer to you and you’ll have a sustainable path to business growth.

There's so much value in the

Estate Planning Facilitator
Starter Pack


I’ll teach you the essentials of Estate Planning right down to the nitty gritty of how to broach the idea of Estate Planning with your clients.

The skills you learn in this course can be applied straight away.  You’ll have your very own Estate Planning service before you know it. 

Your clients will feel closer to you and you’ll have a sustainable path to business growth.

Here's what you get

The on-demand, online Estate Planning Facilitator Starter Pack is a step-by-step accredited program designed for Financial Advisers and Accountants.

Over three modules you’ll learn how you can have a profitable estate planning offer LIVE in your business.

But it’s not just theory – there’s practical implementation advice too.

Estate Planning Fundamentals


Learn what you need to know to become across as an experienced
Estate Planning professional.

I break it all down for you in non-lawyer speak.

Checklists, Client Explainers & more

Done for you tools and resources so you and your team can hit the ground running.

Just what you need to implement an Estate Planning Service in your practice.

How to bring your estate planning service to life

The steps you need to take and how to make it happen.

From explaining the value of estate planning to your clients to pricing your services.

Here's what you get

 

The on-demand, online Estate Planning Facilitator Starter Pack is a step-by-step accredited program designed for Financial Advisers and Accountants.

Over three modules you’ll learn how you can have a profitable estate planning offer LIVE in your business.
 
But it’s not just theory – there’s practical implementation advice too.

Estate Planning Fundamentals

Learn what you need to know to come across as an experienced Estate Planning professional.

I break it all down for you in
non-lawyer speak.

Checklists, Client Explainers & more

Done-for-you tools and resources so you and your team can hit the ground running.

Just what you need to implement an
Estate Planning Service in your practice.

How to bring your estate planning service to life

The steps you need to take and how to make it happen.

From explaining the value of estate planning to your clients to pricing your services.

 

 

Make the most of this opportunity

 

Every Financial Adviser should add an Estate Planning Service to their practice if they want to grow and protect revenue.

It reinforces the value you bring to client relationships and helps with retention too.

 

 

Make the most of this opportunity

 

Every Financial Adviser should add an Estate Planning Service to their practice if they want to grow and protect revenue.

It reinforces the value you bring to client relationships and helps with retention too.

Is this you?

 I know my client’s need help to plan how to transfer their wealth, but I don’t know how to bring it up.

Is this you?

 I know my clients need help to plan how to transfer their wealth, but I don’t know how to bring it up.
When I bring up that difficult conversation about our own demise I want to make sure I handle it with empathy and understanding.
I want to help my clients make good financial decisions around transferring generational wealth so their hard-earned money winds up in the right hands and is not eaten away by the tax.
I’m worried about how I can grow my practice with the pressure on margins. I’m ready to explore other revenue streams.
I know I have to do something but don’t have time to create everything from scratch.

If you already know this is something you want to do – why wait?

Three  modules with mini masterclasses 

Step-by-step video and text instructions, broken down into bite-sized bits of information, including the exact process I use.

Workbooks, downloads, examples, and checklists

Chock full of useful and actionable instructions, tips, and advice. 
Fully customisable.

Testamentary Trust Resources 

With client materials designed to sell the benefits of Testamentary Trusts.
Includes fact sheets and videos.

Live Monthly Q&A in the Facebook group 

Can’t make it live?
No problem - send in your question and I’ll cover it.

Here's a peek at what's inside

Invest in your estate planning service and get the roadmap on how to get it up and running today

Get started today for

$300 (inc GST)

  • Lifetime access to the Estate Planning Facilitator Starter Pack
  • 2.5 CPD Points
  • Facebook Group Community
Let's do this!

FAQ

What you need to know

Have a question for Tara about whether the Starter Pack
is right for you?

Get in touch