Watch my free webinar:
How you can launch your Estate Planning Service (without being a lawyer)
Watch my free webinar: How you can launch your Estate Planning Service (without being a lawyer)

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:

The Art of Estate Planning
online course
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?

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:

Done-for-you Estate Planning
Social Media and Blog Post Pack
This pack is designed to help financial advisers and accountants talk about Estate Planning in a way that will connect to their audience. Written by professional financial services copywriter, Marketing Goodness, promoting your estate planning service is easy with this done-for-you social media and blog post pack. What you’ll get:
- 2 estate planning articles that you can use for blog posts or newsletters
- 20 social media captions talking about common estate planning topics
- BONUS canva graphics
What our students
have to say about
the art of estate planning…
