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)

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.

Top 20 Estate planning Mistakes
Don’t get caught out making these classic estate planning mistakes.

The Art of Estate Planning
Facebook Group
Join over 1000 financial advisers, accountants and lawyers who are passionate about estate planning for their clients.
Access free training, group discounts and the best estate planning community there is!

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.
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