Watch my free workshop for lawyers – How to Deliver Testamentary Trusts With Confidence
Watch my free workshop for lawyers – How to Deliver Testamentary Trusts With Confidence
15 ways to maximise profit on your estate planning matters
We want you to feel like you’re thriving in your estate planning practice, and a key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible outcomes for your clients.
Grab my list of ideas to supercharge the profit on your estate planning matters now.
The Ultimate Testamentary Trust Precedent Checklist
7 Steps for establishing a Testamentary Trust after your client has died
So you helped your client make a will incorporating a testamentary trust. And now they’ve passed away! What now? Grab my easy to follow checklist of the practical steps required to establish a testamentary trust after a client has died.
25 Estate Planning Mistakes Lawyers Don’t Even Realise They’re Making
Estate planning can get complicated quickly.
To help you avoid common pitfalls, I’ve created a list of 25 estate planning mistakes, reflecting the lessons we’ve learned from over 3 years mentoring lawyers in the TT Precedents Club
9 Strategies to Overcome Estate Planning Inertia
Use these discussion points with clients to determine if their current estate plan gives them peace of mind, and if it doesn’t, to encourage them to move forward with implementing a comprehensive and holistic estate plan.
10 Reasons Your Client Needs A New Estate Plan… After A Separation
Download this free conversation template to get my fail proof script for helping clients realise the importance of updating their estate plan after a separation.
Join us for a conversational journey through the topics that matter most to estate planning lawyers
The Art of Estate Planning
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Join over 1000 financial advisers, accountants and lawyers who are passionate about estate planning for their clients.
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Free online course by
Head & Heart Estate Planning
The free online course by Head & Heart Estate Planning is an incredibly valuable tool for helping your clients choose the guardians for their minor children.
This is one of the most important step in the estate plan for many clients, and Lucy’s free 25 minute course guides them through the process with her trademark compassion and expertise.