This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• Testamentary trust precedents covering the following scenarios:
  • Establishing one testamentary trust
  • Establishing two or more testamentary trusts
• Simple will precedent (without a testamentary trust)
• 3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned
• Powers to include in a financial power of attorney
• Letter of wishes template
• Estate planning instruction sheet for individual and couple client
• Meeting agenda templates for an initial strategy meeting, signing meeting and
  combined strategy and signing meeting
• File note templates for an initial strategy meeting, signing meeting and combined
  strategy and signing meeting
• Material review template
• Estate planning matter workflow checklist
• Discretionary trust review checklist
• Family tree, structure diagram and estate planning flowchart templates
• Estate planning last check and draft document review template
• Extensive video training library
• Flyer - Annual review checklist (white label)
• Flyer - Excluding Foreign Persons From Your TDT (white label)
• Flyer - Testamentary trusts (white label)

This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• Testamentary trust precedents covering the following scenarios:
  • Establishing one testamentary trust
  • Establishing two or more testamentary trusts
• Simple will precedent (without a testamentary trust)
• Cover letter sending draft documentation
• Cover letter sending documentation for signing
• Cover letter after signed documents have been returned
• Powers to include in a financial power of attorney
• Letter of wishes template
• Extensive video training library
• Flyer - Annual review checklist (white label)
• Flyer - Excluding Foreign Persons From Your TDT (white label)
• Flyer - Testamentary trusts (white label)

This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• Testamentary trust precedents covering the following scenarios:
  • Establishing one testamentary trust
  • Establishing two or more testamentary trusts
• Simple will precedent (without a testamentary trust)
  Extensive video training library

• Cancel anytime, no lock in time periods

• 1 Lawyer + 1 Plus One Member

• Weekly Live Hot Seat Q&A every Thursday

• Clause drafting support

• Client strategy review

• Will drafting clause library

• Free precedent updates while a member

• Quarterly technical webinars

• Save 10% on all Art of Estate Planning Precedents

• Save 20% on the online course Testamentary Trusts: The Essential Guide for Australian Lawyer

• Be part of an Australian wide referral network

• Build connections and network with our private Facebook Group community

• Searchable database of previous weekly hot seats for problem solving estate planning issues

Find out more

This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• deed of succession for the role of appointor/principal/guardian/trustee
• deed of retirement and appointment for the role of appointor/principal/guardian
• deed of variation to update the succession mechanisms for the role of appointor/principal/guardian/trustee
• deed of acknowledgment
• a template letter summarising the recommendations following a review of a trust deed in relation to the succession of the role of appointor/principal/guardian/trustee
• a template covering letter for the deed of variation and deed of successor
• detailed user notes
• a 1 hour training video by Tara Lucke explaining the precedents
• flyer - What happens to your family trust after you die?

 This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• deed of power of attorney for a discretionary trust/self managed superannuation fund with a corporate trustee
• deed of power of attorney for a company 
• deed of variation to insert a power to delegate in a discretionary trust deed or self managed superannuation fund deed
• a detailed template cover letter explaining the power of attorney deed
• flyer - Does my Company Need a Power of Attorney?
• flyer - Does my Trust Need a Power of Attorney?
• detailed user notes
• a 1 hour training video by Tara Lucke explaining the precedents 

This package includes the following precedents which you can purchase for use in your firm on a white label basis:

• binding death benefit nomination precedent for a self managed superannuation fund
• trustee resolutions
• notice to trustee
• information sheet
• self managed superannuation fund deed review checklist
• a template covering letter
• a template letter to the financial adviser for the self managed superannuation fund
• white labelled flyer (in word and canva) ‘Planning for your super benefits on death’
• white labelled flyer (in word and canva) 'What is a BDBN'?
• white labelled flyer (in word and canva) 'What is a Super Proceeds Trust'?
• white labelled flyer (in word and canva) 'Signing your BDBN'
• user notes
• a 90 minute training video by Tara Lucke explaining the precedents

In this pack, you will receive the following precedents: 

• BDBN Precedent Pack
• Entity Power of Attorney Precedent Pack
• Family Trust Succession Precedent Pack

• 15 pages of precedent terms to incorporate into your client cost agreement template specific to estate planning matters
• consent to executor remuneration and commission precedent (coded for Actionstep, Smokeball and LEAP)
• price list templates (in Word and Canva)
• break-even pricing spreadsheet calculator
• detailed user notes
• over 2 hours of training on pricing theory, value pricing and how to calculate your break-even price

The Workbook is designed to transform your letter of wishes from an after-thought to a valuable estate planning resource.

The Art of Estate Planning has partnered with Bernadette Duell of Great Southern Wills to bring to you the letter of wishes workbook, a comprehensive and practical guide for clients to communicate every practical detail of their affairs to their executors, beneficiaries and professional advisers.

 This pack contains all the cheat sheets and tools I use with my estate planning clients, including:

• 9 Strategies to Overcome Estate Planning Inertia
• Snapshot Checklist
• Annual Review Checklist
• Estate Planning Nominations Cheat Sheet
• Top 10 Mistakes When Nominating Financial Controllers
• Testamentary Trusts Flyer
• Testamentary Trusts Decision Making Cheat Sheet
• Signing Checklist
• Top 20 Estate Planning Mistakes
• 10 Reasons You Need a New Estate Plan After a Separation
• 15 Ways to Maximise Profit
• 25 Estate Planning Mistakes Lawyers Don’t Know They’re Making
• Family Trusts Vs Testamentary Trusts
• The Ultimate Testamentary Trust Precedent Checklist
• What is an Estate Plan and Why Do You Need One?
• Steps For Establishing a Testamentary Trust
• The Essential Clauses to Include in Your Cost Agreement For Estate Planning Matters