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 […]
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 […]
In this post we chat about why starting a family is the perfect time to get your estate planning in order! Our main tip – do the estate planning update before the baby arrives! If you are expecting, do it in advance because once baby arrives it is going to be the last thing you’re thinking […]
We get back to basics in my latest BLOG post to chat all about What is an Estate Plan, and why you absolutely need one! If you enjoyed this video you might like my other blog posts: When should you review your estate plan: https://www.taralucke.com.au/when-should-you-review-your-estate-plan/ Is a DIY will good enough?: https://www.taralucke.com.au/is-a-post-office-will-good-enough/ Why your family needs […]