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 […]
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 […]
Good precedents save lives. Okay… so perhaps that is a tiny bit dramatic. But I do believe that one of the keys to a happy career as an estate planning lawyer is excellent testamentary trust precedents. Quality precedents will save you so much time, freeing you up for the things that matter. Like marketing, delighting […]
Give it up straight away, or make them wait? What do you do? I’m talking about the financial powers under an enduring power of attorney in this video! Need a recap on what a power of attorney is? Check out my post at https://www.taralucke.com.au/category/power-of-attorney/ So when should a financial attorney’s powers commence? Immediately upon the donor […]
I recorded this BLOG post after a pretty tough morning resolving some estate planning issues which could have been avoided if: 1. the clients and family knew where the original estate planning documents were stored 2. copies of the documents were available so we knew what they said 3. the clients had reviewed their documents […]
If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary […]