Free Webinar

How you can launch your Estate Planning Service (without being a lawyer)

Watch my webinar to see how other financial advisers and accountants are growing their business and bringing clients closer.

 

Free Webinar

 

How you can launch your Estate Planning Service 
(without being a lawyer)

 

 

Watch my webinar to see how other financial advisers and accountants are growing their business and bringing clients closer.

In this value-packed 60 minute webinar you will find out 

Why you are perfectly positioned to talk about estate planning

Why your clients want to have an estate planning conversation with you, instead of a lawyer they don’t know

How to choose a lawyer to partner with

Spot the red flags before you lock in a partnership

The skills you need to talk about estate planning with confidence

Learn what you need to know to come across as an expert

How you can bring an estate planning
service to life

I share the steps you need to take and how to make it happen

About Tara Lucke

Hi, I’m Tara Lucke, an Estate Planning lawyer who wants to make it easier for you to talk about Estate Planning with your clients.

I may be biased, but I think there’s a great opportunity for Financial Advisers and Accountants right now.

Your clients need you. With 3 out of 4 needing to get their estate planning sorted, you just need to bring it up.

When you add an Estate Planning Service it’s a smart strategy to grow and protect revenue. It reinforces the value you bring to client relationships and helps with retention too.

What others are saying 

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. 

Tim, Financial Adviser

Brilliant course that makes estate planning so accessible to all advisers.  Any adviser would get immense value.  The best bit is that it also so helpful with regard to the integration into your business.  And 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.  We are big fans!

 

Deline, Financial Adviser

I have worked with Tara as an estate planning lawyer for a number of years now. As a financial advisor, I would often recommend clients review/update their estate plan however, clients would often put it on their ‘to do list’ and never actioned. Tara has assisted my organisation by delivering a legal solution by allowing us to collaborate together as financial and legal advisors to provide a fantastic outcome to our clients, whilst allowing me to remain the trusted advisor where I facilitated and managed the estate planning review process. I have no doubt about Tara’s passion and am grateful of the relationship Tara and I have built over the years, both professionally and personally.

 

What others are saying 

Tim, Financial Adviser

Brilliant course that makes estate planning so accessible to all advisers.  Any adviser would get immense value. 

The best bit is that it also so helpful with regard to the integration into your business. 

And 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. 

We are big fans!

Deline, Financial Adviser

I have worked with Tara as an estate planning lawyer for a number of years now. As a financial advisor, I would often recommend clients review/update their estate plan however, clients would often put it on their ‘to do list’ and never actioned. Tara has assisted my organisation by delivering a legal solution by allowing us to collaborate together as financial and legal advisors to provide a fantastic outcome to our clients, whilst allowing me to remain the trusted advisor where I facilitated and managed the estate planning review process. I have no doubt about Tara’s passion and am grateful of the relationship Tara and I have built over the years, both professionally and personally.

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. 




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