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
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

Hi I’m Tara Lucke
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




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!
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!
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.
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.
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