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Webinar: How to deliver Testamentary Trusts
with Confidence 

In this value-packed 60 minute webinar you will discover

  • Why Testamentary Trusts are the key to a profitable estate planning practice
  • How to sell the value of Testamentary Trusts to your clients
  • Your checklist for choosing the right Testamentary Trust precedent

 

 

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Webinar: How to unlock hidden revenue
in your firm, with estate planning

In this value-packed 60 minute webinar you will discover

  • Why estate planning is a no-brainer to add to your existing services
  • The key to making estate planning a profit centre in your firm (hint - it's Testamentary Trusts!)
  • The practical steps for getting started with estate planning and levelling up to providing testamentary trusts
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The Art of Estate Planning
Facebook Group

Join over 1000 financial advisers, accountants and lawyers who are passionate about estate planning for their clients.

Access free training, group discounts and the best estate planning community there is!



 

 

 

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15 Essential Clauses for your Estate Planning Cost Agreement

Audit your cost agreement terms with our free checklist to confirm whether it includes tailored terms that protect your firm when the inevitable arises in your estate planning matters, e.g. clients refusing to sign their documents, signing and witnessing errors, delays in finalising instructions.

                                                      

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15 ways to maximise profit on your estate planning matters

We want you to feel like you’re thriving in your estate planning practice, and a key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible outcomes for your clients.

Grab my list of ideas to supercharge the profit on your estate planning matters now.

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The Ultimate Testamentary Trust Precedent Checklist

Quality precedents will save you so much time, freeing you up for the things that matter. Grab my free checklist for the gold standard testamentary trust template and never doubt your precedent again.

                                                                                                                                                                                                                                                     

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Must-Have Estate Planning Resources

Whether you’re just starting out in estate planning or you’re a seasoned succession lawyer, having the right tools at your fingertips can make all the difference to finding the answers fast and staying on top of law changes. We’ve dug into our little black book of estate planning resources to bring you our carefully curated guide to the best podcasts, courses, precedents, and communities in the industry.

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7 Steps for establishing a Testamentary Trust after your client has died

So you helped your client make a will incorporating a testamentary trust. And now they’ve passed away! What now? Grab my easy to follow checklist of the practical steps required to establish a testamentary trust after a client has died.

 

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25 Estate Planning Mistakes Lawyers Don’t Even Realise They’re Making

Estate planning can get complicated quickly.

To help you avoid common pitfalls, I’ve created a list of 25 estate planning mistakes, reflecting the lessons we’ve learned from over 3 years mentoring lawyers in the TT Precedents Club.

 

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9 Strategies to Overcome Estate Planning Inertia

This will help you get your clients past their estate planning inertia and actually excited about getting everything sorted!

Use these discussion points with clients to determine if their current estate plan gives them peace of mind, and if it doesn’t, to encourage them to move forward with implementing a comprehensive and holistic estate plan.

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10 Reasons Your Client Needs A New Estate Plan… After A Separation

Persuading someone who has just been through a separation to update their estate planning is a tough conversation, I know. But it is so, so important!

Download this free conversation template to get my fail proof script for helping clients realise the importance of updating their estate plan after a separation.

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Free online course by
Head & Heart Estate Planning

The free online course by Head & Heart Estate Planning is an incredibly valuable tool for helping your clients choose the guardians for their minor children.

This is one of the most important step in the estate plan for many clients, and Lucy’s free 25 minute course guides them through the process with her trademark compassion and expertise.

Enrol Now

Join us for a conversational journey through the topics that matter most to estate planning lawyers

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What our members have to say about The Art of Estate Planning...

"I got the Art of state Planning testamentary Trust will precedents package 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."

- Lidia Vicca, Vicca 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."

- Lana Carter, Lavenia Law

"Tara your Art of Estate Planning has changed my practice and my life. I know this sounds super gushy and over the top, but it is true. I have grown so much as an estate planning solicitor since joining up and using your precedents. I listen to your hot seats religiously but am currently doing some study with the College of Law which clashes with the actual live hot seats. Thanks to you and Carrie for everything you bring to estate planning and for our amazing community."

- Lisa Hughes, Virago Law

"Because of your community I was able to meet and connect with a lawyer who is now a wonderful close friend and who I know I can trust to look after my business if I cannot, and after slogging away alone for quite a number of years with no professional network or community to speak of, you have no idea how much it means to me to have found one now.   Thank you x a million still wouldn’t be enough."

- Angela Treichel, AJT Law

"For my two cents worth, most of my clients have an estimated net estate between $1.5 - $5 million and are either Millennials with young families or Boomers planning for retirement and have adult children. The vast majority haven’t heard of a TDT before our initial meeting, but once we discuss their options, they quickly see the potential benefits depending on their goals. I see a big part of my job as explaining the pros and cons of different strategies and (where appropriate) helping clients understand why TDTs can be such a powerhouse strategy. Having TDTs as part of my offerings is a core part of my business and I think it makes me a better estate planning lawyer. I think the education (and support!) that you are providing is wonderful."

- Jacqui, Sun Will & Estates

"I think the love for the Art of Estate Planning comes from their really comprehensive documents that are widely regarded by estate planning practitioners as best in class.  In addition to the precedents, they also run a subscription-based membership which has a Facebook group and a weekly Q&A session via Zoom for tricky drafting queries that may have arisen for group members during the week."

- Madeleine

"The Art of Estate Planning precedents are amazing precedents - you can tell you have put so much time and effort into them. I also love the fact that the precedents are being constantly tested in real life scenarios and then if required you provide an update. I also love the precedent clause library too and how that is always being added to. I’ve only ever practiced in Wills and Estates and I can easily put my hand on my heart and say that they are brilliant precedents (so thank you!)"

- Andrea Thomas