FREE POWER HOUR

Create efficiencies in your practice by outsourcing basic estate administration

12:00pm AEST/1:00pm AEDT on Thursday 11 December 2025

 
 
FREE POWER HOUR

 

Create efficiencies in your practice by outsourcing basic estate administration

 

12:00pm AEST/1:00pm AEDT on Thursday 11 December 2025

Let’s be real — no one became a lawyer to spend hours on hold with Centrelink or chasing down passwords to cancel Netflix.

Estate administration can be a minefield of time-consuming, little tasks that, while important, can leave grieving executors feeling overwhelmed and eat into your productivity (and profitability).

Enter Danielle Phillips from Sage Executor Solutions — your go-to estate admin wizard.

In this Power Hour for the Art of Estate Planning Facebook Group, Danielle shares how outsourcing the non-legal side of deceased estate admin can give your practice a serious efficiency boost, keep your clients happy, and free you up to focus on what you do best.

About Tara Lucke

Hi, I’m Tara Lucke, a lawyer with over 15 years experience specialising in estate planning and tax.

I see you - the new wave of estate planning lawyers.  Sole practitioners determined to do estate planning better. Lawyers in small firms who are doing their best to serve their clients with testamentary trusts despite not having access to the resources and depth of expertise of a large CBD firm. I love what you’re doing and I want to support you. 

The Art of Estate Planning is for YOU. You are not alone.  If you want to bounce an idea off me - if you would feel more confident with another set of eyes on a clause - if you need precedents you can rely on.  Your clients deserve high quality TT advice and documents, and you deserve to feel confident and supported while serving them.

What others are saying 

Lana, Lavenia Law

I have been using the art of estate planning will precedents for approximately two years now, and there is definitely no turning back for me.

They have been the best investment that I've made for my business. They are updated on a regular basis and they help me to deliver complex testamentary trust wills to suit the needs of my clients.

The on flow effect of that is that profitability for my business continues to grow.  So there's no hesitation from me to recommend that you jump on the Art of Estate Planning Will Precedents.

Lidia, Vicca Law 

I got the Art of Estate Planning testamentary Trust will precedents package at the beginning of this year, and it's absolutely revolutionized my business. I was finding that I had clients coming to me with more complex problems and I needed to find better and clearer solutions to be able to provide. Since I've gotten the precedents package, I'm finding that it is easier and quicker to do my wills. It's easier to explain to people. They seem to just “get it” because it's so clearly laid out. You're able to change it and modify it depending on the scenario for your clients. And I'm just so thankful that I have it. Tara and her team at the Art of Estate Planning are so helpful and I'm just absolutely loving elevating my wills with the help of the Art of Estate Planning testamentary trusts will precedent pack.

Lauren, Illawarra Estate and Family Law

I opened my sole practice 18 months ago, and when I was setting up, I knew using the Art of Estate Planning testamentary trust precedents, and being a member of the TT Precedents Club were something that would be beneficial to myself and my client. Buying the Art of Estate Planning precedents has been an investment in my firm that I do not regret.  As a member of the TT Precedents Club, when Tara released her Smokeball compatible precedents I received the updated version at no cost. The seamless integration into my practice management software has halved the time I spend preparing documents, allowing me to serve my clients more efficiently. And the Art of Estate Planning Precedents and the TT Precedents Club have made me more confident in delivering testamentary trusts to my clients, and knowing my precedents up to date has reduced a portion of my mental load. I would highly recommend looking into these precedents.   

What Art of Estate Planning customers say

Lana, Lavenia Law

I have been using the art of estate planning will precedents for approximately two years now, and there is definitely no turning back for me.

They have been the best investment that I've made for my business. They are updated on a regular basis and they help me to deliver complex testamentary trust wills to suit the needs of my clients.

The on flow effect of that is that profitability for my business continues to grow.  So there's no hesitation from me to recommend that you jump on the Art of Estate Planning Will Precedents.

Lidia, Vicca Law 

I got the Art of Estate Planning testamentary Trust will precedents package at the beginning of this year, and it's absolutely revolutionized my business. I was finding that I had clients coming to me with more complex problems and I needed to find better and clearer solutions to be able to provide. Since I've gotten the precedents package, I'm finding that it is easier and quicker to do my wills. It's easier to explain to people. They seem to just “get it” because it's so clearly laid out. You're able to change it and modify it depending on the scenario for your clients. And I'm just so thankful that I have it. Tara and her team at the Art of Estate Planning are so helpful and I'm just absolutely loving elevating my wills with the help of the Art of Estate Planning testamentary trusts will precedent pack.

Lauren, Illawarra Estate and Family Law

I opened my sole practice 18 months ago, and when I was setting up, I knew using the Art of Estate Planning testamentary trust precedents, and being a member of the TT Precedents Club were something that would be beneficial to myself and my client. Buying the Art of Estate Planning precedents has been an investment in my firm that I do not regret.  As a member of the TT Precedents Club, when Tara released her Smokeball compatible precedents I received the updated version at no cost. The seamless integration into my practice management software has halved the time I spend preparing documents, allowing me to serve my clients more efficiently. And the Art of Estate Planning Precedents and the TT Precedents Club have made me more confident in delivering testamentary trusts to my clients, and knowing my precedents up to date has reduced a portion of my mental load. I would highly recommend looking into these precedents.