February 13, 2024
Estate planning can get complicated quickly. We’ve been mentoring estate planning lawyers in the weekly hot seats for The TT Precedents Club since 2021, and it’s been so insightful understanding the practical challenges you face drafting wills and devising client strategies on the daily. I truly love being part of a community where we can […]
February 09, 2024
Below is a list of steps that will help to make sure your estate planning matters are as profitable as possible, whilst also delivering high value outcomes to your clients. It’s a Win Win! 1. Use up to date precedents that are integrated with your practice management system 2. Use automation in your precedents to […]
February 03, 2023
An online or DIY will may seem like a convenient and cost effective solution however they are rife with pitfalls. Here’s three reasons why they are too good to be true for most Australians! 1: It gives you false peace of mind Using a DIY online will or post office will template gives you a […]
November 04, 2022
In this video I step through the 5 key factors for when you should consider recommending a Testamentary Trust to your clients. Ready to start offering testamentary trusts to your clients? Check out our resources to get you started here: https://www.taralucke.com.au/lawyers/ Transcript So I’ve got a little rule of thumb here about when I think clients could […]
November 04, 2022
One of the key skills an estate planning adviser needs is to know how to communicate the benefits of complex structures to clients in a way that is simple and easy to understand. If your client can understand the benefits that a testamentary trust can offer to their family, it will significantly increase their confidence […]