Grow your business with Estate Planning

Want to feel more confident having Estate Planning conversations?

Ready to include Estate Planning as a service but don’t know where to begin?

Keen to know how to move your clients from ‘Meh’ to when can we get going?

I’m a working Estate Planning lawyer who can help you get a profitable Estate Planning Service up and running.

 Watch my free webinar:
How you can launch your Estate Planning Service (without being a lawyer)

 Watch my free webinar – How you can launch your Estate Planning Service (without being a lawyer)

Who do I help the most?

 

I work with Financial Advisers, Accountants and Lawyers.

Sharing what I know so Estate Planning can be an enjoyable experience for you
and your clients.

But I don’t just teach you the rules around Estate Planning.

I show you how to talk about it, a process to get the legal documents sorted and
guide you on how you can set up a profitable Estate Planning Model.

Financial Advisers

As a financial adviser you’re used to talking about your client’s goals and aspirations.

Extend those conversations to ‘what happens when you’re gone?’ and your relationship will be stronger for it.

If you need to establish a collaborative working relationship with a lawyer, I’ll show you how to do that too.

Give your clients peace of mind and grow your practice at the same time.

Lawyers

Not many lawyers choose Estate Planning as their speciality but often find themselves in that role.

Instead of fumbling through, it’s time to confidently talk about Estate Planning strategy and recommendations using precedents you can trust.

Grab my training, tools, and client material to make it easier on you.

Better for you. And better for your client.

Hi I’m Tara Lucke

Affectionately known as the Queen of Wills.

I’m a qualified Estate Planning Lawyer who understands what it’s like to be in your shoes.

Muddling your way through sensitive conversations. Desperately wanting a playbook – but you can’t find one. You struggle to articulate the importance of estate planning. You want help, but don’t know how to go about it (and don’t want to look stupid either).

Getting it right was important to me (and my clients), so I created my own tools and processes to fill the gap. Too good to keep to myself, I’m now sharing them with you.

Having your own Estate Planning service offer should feel like a no-brainer.

You’re already all over your client’s money life. Extending the conversation to Estate Planning will feel natural and the next step in your relationship.

With only 1 in 4* people having a current will in place, there’s a gap you can fill today.

Give your clients peace of mind and remind them of the value you bring to the table.

* Estate Planning in Australia Report by Charles Sturt University and The University of Adelaide 2017

https://researchoutput.csu.edu.au/en/publications/estate-planning-in-australia-or-it-will-never-happen-to-me

Hi I’m Tara Lucke

Affectionately known as the Queen of Wills.

I’m a qualified Estate Planning Lawyer who understands what it’s like to be in your shoes.

Muddling your way through sensitive conversations. Desperately wanting a playbook – but you can’t find one. You struggle to articulate the importance of estate planning. You want help, but don’t know how to go about it (and don’t want to look stupid either).

Getting it right was important to me (and my clients), so I created my own tools and processes to fill the gap. Too good to keep to myself, I’m now sharing them with you.

Having your own Estate Planning service offer should feel like a no-brainer.

You’re already all over your client’s money life. Extending the conversation to Estate Planning will feel natural and the next step in your relationship.

With only 1 in 4* people having a current will in place, there’s a gap you can fill today.

Give your clients peace of mind and remind them of the value you bring to the table.

* Estate Planning in Australia Report by Charles Sturt University and The University of Adelaide 2017

https://researchoutput.csu.edu.au/en/publications/estate-planning-in-australia-or-it-will-never-happen-to-me

Grab one of my freebies to get a taste of what’s on offer

Grab one of my freebies to get a taste of what’s on offer

What my students say

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!

Tim, Financial Adviser

The TT Precedents Club is amazing, and I highly recommend it to all EP lawyers! The resources provided by Tara and ideas shared by other members of the club have really helped boost my confidence in providing advice on and drafting EP documents for my own clients. Whether you’re using Tara’s precedents (which I also highly recommend) or your own, the guidance provided on drafting is second to none. Get yourself in the club or on the waitlist – you won’t regret it!

Jono, Lawyer

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.

Sean, Financial Adviser

Take advantage of done for you tools and courses

Stop thinking about it – start taking action and get it right from the start.

Grab tools and templates

The DIY option to get you going

Learn the basics

The non-lawyer guide to understanding Estate Planning that earns you 5 CPD Points.

I’ll step you through how it all works and how you can implement within your business.

Join the Testamentary Trust Community

Group for lawyers, by lawyers.

Feel supported and hear latest insights and precedents to help with your estate planning clients.

Why work with me?

You won’t find my courses or resources anywhere else.  They have been created by a working estate planning lawyer who has real-life experience talking to clients about estate planning.

🗹 Future-proof your business by adding another revenue stream

🗹 Extend your trusted relationship to wealth transfer (intergenerational wealth)

🗹 Save time by leveraging ready to go tools, templates and resources

🗹 Work with an award-winning estate planning lawyer who is on your side

🗹 Learn how to choose a lawyer you can trust to collaborate with so your estate planning solution can take off.

Why work with me?

You won’t find my courses or resources anywhere else.  They have been created by a working Estate Planning Lawyer who has real-life experience talking to clients about estate planning.

🗹 Future-proof your business by adding another revenue stream

🗹 Extend your trusted relationship to wealth transfer (intergenerational wealth)

🗹 Save time by leveraging ready to go tools, templates and resources

🗹 Work with an award-winning estate planning lawyer who is on your side

🗹 Learn how to choose a lawyer you can trust to collaborate with so your estate planning solution can take off.

Check out my Blog

“I found the Art of Estate Planning course excellent. Tara presents the course with enthusiasm and has covered all the essential topics for financial advisers. The additional “tips and traps” that Tara offered as well as the worksheets have made this an invaluable tool for my business”

John

“I found The Art of Estate Planning course after following Tara on Instagram. The content is clear, concise and easy to digest. I really enjoyed the course and it has given me a much fuller understanding of the basics of estate planning. Tara is very passionate about what she does and I can recommend the course to anyone wanting to delve a bit deeper into estate planning options for their clients”

Andrew

“You have made this process a breeze for us and we appreciate your guidance and professionalism throughout the process”

Justin and Christine

“Thank you for a great first coaching session, the coaching combined with the View Legal online system is exactly what we were looking for. Very happy that have found you on Instagram.”

Kerri

“Tara is amazingly talented, very approachable and one of the BEST Estate Planning Specialist Lawyers in Australia! (I’m not just being nice here Tara)”

Jodie

“I just wanted to reinforce what I said when we spoke this morning. We very much appreciate the very thorough job that you have done for us together with the clear, crisp, precise feedback that you have provided to questions.”

Andrew

“I really appreciate how easy you’ve made the process and how much you explained everything to us – it really helped and made me feel more comfortable about everything.”

Nicole

“Thanks again for helping with our Wills. You were incredibly helpful and made all the paperwork so easy.”

Brent

“Tara is a real joy to work with. Intelligent, easy to talk with and she radiates positive energy and bright colours. In a legal world that is boring and grey, fresh thinking counts for a lot in my book.

She is driven to help her clients in as many ways as possible and to improve the whole legal system in Australia. Not your typical lawyer is the best compliment, I can give you Tara.”

Lucian

“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”

Deline

“We recently engaged Tara to review and advise on our estate planning and we are very happy with the outcome. Tara has expert knowledge of asset protection and estate tax planning, trusts etc, was able to explain things simply and guide us to the best solutions to our particular circumstances. She was most efficient in responding to our questions and the preparations of the necessary documents. Well done Tara and thank you.”

Eric

“Like many people, my wife and I had put off making a will for far too long. If we had known how easy the process would be with Tara we would have done it a lot sooner! Whilst there was a lot to consider (more than we first thought) Tara clearly explained the decisions we needed to make and the pros and cons of the different options available to us. We now feel like a weight has been lifted off our shoulders and our children’s future safeguarded”

Jonathan

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