Watch my free workshop for lawyers – How to Deliver Testamentary Trusts With Confidence
Watch my free workshop for lawyers – How to Deliver Testamentary Trusts With Confidence
Who do I help the most?
We are dedicated to helping Australian lawyers of all experience levels who aspire to grow their estate planning practice.
Whether you’re just beginning your journey in estate planning, adding estate planning as a new service offering or an estate planning specialist, our practical estate planning resources will empower you.
Our white-labelled estate planning precedents will not only save you time with our practice management integrations, but also ensures your precedents are always up to date, taking away the mental load of staying on top of case and legislation developments.
With our dedicated mentoring support, you’ll gain the confidence and guidance you need, especially if you’re just starting out.
Forge meaningful connections, collaborate and learn from our community of estate planning lawyers who are at the forefront of estate planning practice.
Current Members
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Want to find out more about how we can support your estate planning practice?
Hi I’m Tara Lucke
I’m still a registered lawyer however I don’t work with Mum and Dad clients anymore. Law firms are my clients.
I spent over 10 years working as an estate planning lawyer until my glorious career came to a screeching halt after hitting burnout. I took a year long career break, dove head first into the world of digital marketing and education, and started spreading the word about the importance of Testamentary Trusts for everyday Australians.
My message resonated with a lot of lawyers who wanted to know how they could start offering Testamentary Trusts to their clients.
It’s a great question.
How is anyone meant to know how to draft Testamentary Trust wills if they hadn’t learnt it on the job?
Especially if you were a sole practitioner or the most senior principal in their firm.
I decided that I couldn’t lecture from the front without offering a solution when it came time to deliver.
So, we packaged up our Testamentary Trust precedents with extensive user notes and automation.
Created an on-demand video library answering common FAQs and How Tos.
And coupled that with the TT Precedents Club – weekly live coaching where precedent users can ask their questions about the documents, workshop client examples and seek our help for drafting support and strategy guidance.
With Quality precedents + Mentoring + Group Testing + Regular Updates we found the winning formula and created a precedent offering like nothing else on the market.
Hi I’m Tara Lucke
I’m still a registered lawyer however I don’t work with Mum and Dad clients anymore. Law firms are my clients.
I spent over 10 years working as an estate planning lawyer until my glorious career came to a screeching halt after hitting burnout. I took a year long career break, dove head first into the world of digital marketing and education, and started spreading the word about the importance of testamentary trusts for everyday Australians.
My message resonated with a lot of lawyers who wanted to know how they could start offering testamentary trusts to their clients.
It’s a great question.
How is anyone meant to know how to draft testamentary trust wills if they hadn’t learnt it on the job?
Especially if you were a sole practitioner or the most senior principal in their firm.
I decided that I couldn’t lecture from the front without offering a solution when it came time to deliver.
So, we packaged up our testamentary trust precedents with extensive user notes and automation.
Created an on-demand video library answering common FAQs and How Tos.
And coupled that with the TT Precedents Club – weekly live coaching where precedent users can ask their questions about the documents, workshop client examples and seek our help for drafting support and strategy guidance.
With Quality precedents + Mentoring + Group Testing + Regular Updates we found the winning formula and created a precedent offering like nothing else on the market.
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
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.
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.
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!
Take advantage of ‘done for you’ precedents and templates
Stop thinking about it – start taking action and get it right from the start.
Cutting edge precedents
Grab our sophisticated estate planning precedents with practice management coding and comprehensive user instructions.
Never worry about whether your precedents are out of date again.
Feel supported with drafting, strategy and technical knowledge
Let us hold your hand as we teach you the important technical and practical elements of estate planning.
Submit your drafting and strategy questions for feedback and guidance.
Join the Testamentary Trust community
Group for lawyers, by lawyers.
Forge meaningful connections, collaborate and learn from our community of estate planning lawyers who are at the forefront of estate planning practice.
Why work with me?
You won’t find precedents and estate planning resources like ours anywhere else.
They have been created by an estate planning lawyer with real life experience using them with clients.
And put through their paces every day by hundreds of Australian law firms on different client scenarios, different wishes, across different States.
Why work with me?
You won’t find precedents and estate planning resources like ours anywhere else.
They have been created by an estate planning lawyer with real life experience using them with clients.
And put through their paces every day by hundreds of Australian law firms on different client scenarios, different wishes, across different States.
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