Estate planning services can make you more money and bring your clients even closer
Estate Planning Cheat Sheets
Over 35 pages of systemised, checklist based decision-trees and cheat sheets designed to make sure you feel confident discussing estate planning with your clients and don’t miss an issue.
This pack contains all the cheat sheets and tools I use with my estate planning clients, including:
Market evaluation of online
estate planning legal providers
Get my insights about which online legal providers can help you use estate planning to grow your business.
This market evaluation will save you hours of time in research and will fast track your decision making process for choosing the right online legal provider for your business.
What you’ll get:
- a 30 minute video with my market evaluation of the online providers, comparing each of the main online estate planning providers based on pricing, risk, rating for vanilla and complex clients, access to lawyers and the work involved for the adviser to facilitate
- 8 induction videos from each of the main providers explaining their offering and process in detail
Testamentary Trust Starter Pack
This pack contains all the tools you need to have effective conversations with your clients about testamentary trusts.
We’ve packaged up practical client communication resources like videos, newsletter templates and meeting handouts, together with in-depth training resources so you can feel 100% confident explaining and recommending testamentary trusts to your clients.
Within this pack you’ll find:
- A 12 minute client centric video that you can show to your clients explaining in plain language why they should use a testamentary trust in their will
- A template article that you can use in your newsletter/website/email material about testamentary trusts
- A flyer template that you can co-brand and give to clients explaining testamentary trusts
- A long form video explaining the technical and practical elements of testamentary trusts which an adviser must know
- Testamentary trust decision making cheat sheets
- Accredited for 1 CPD point
The Art of Estate Planning
Estate Planning services can make you more money (and bring your clients even closer).
The Art of Estate Planning Course is jam-packed with everything you need to create your own Estate Planning Service.
You can spend spend hours, weeks, months, years even, working it all out yourself. Or you can grab the very same ready-to-go tools and resources I’ve spent years perfecting today. Why wait?
What our students
have to say about
the art of estate planning…
“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. “
by Sean, Financial Adviser
“The course was brilliant and any adviser would get immense value. 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 “
by Tim, Financial Adviser
“I just wanted to say how much I enjoyed your Art of Estate Planning course. I have a fairly good knowledge (as an ex-lawyer) but it was great to get a broad overview and plug the gaps. I’m a big fan of drawing pictures for clients and you do it so well “
by Kirsten, Financial Adviser
“Brilliant course that makes EP so accessible to all advisers. The best bit is that it also so helpful with regard to the integration into your business. We are big fans! “
by Tim, Financial Adviser
“I have worked with Tara as an estate planning lawyer for a number of years now. As a financial advisor, I would often recommend clients review/update their estate plan however, clients would often put it on their ‘to do list’ and never actioned. Tara has assisted my organisation by delivering a legal solution by allowing us to collaborate together as financial and legal advisors to provide a fantastic outcome to our clients, whilst allowing me to remain the trusted advisor where I facilitated and managed the estate planning review process. I have no doubt about Tara’s passion and am grateful of the relationship Tara and I have built over the years, both professionally and personally. “
by Deline, Financial Adviser
“Tara is an exceptional presenter who knows how to engage with her audience and turn what some may consider to be boring into a fun and highly informative topic. Tara has incredible knowledge of estate planning and this is one of the big areas advisers can add value with clients and ensure that they continue to participate in the intergeneration transfer of wealth by helping the parents move from accumulation to retirement and then aged care while turning their kids into clients of the future. Thank you Tara for being so awesome! If you want to know more about how much value Tara brings to advisers, call me “
by Michael Gershkov, National Practice Manager, Lifespan