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
The TT Precedents Club
If you:
Testamentary Trust Precedents
Time to upgrade your estate planning precedents?
I have a range of testamentary trust precedents and estate planning templates available for Australian lawyers to purchase on a white labelled basis.
Family Trust Succession Precedents
So you’ve got your estate planning precedents sorted but you’re not feeling confident when it comes to preparing succession documents your clients’ family trusts?
Letter of Wishes
Workbook
The Workbook is designed to transform your letter of wishes from an after-thought to a valuable estate planning resource.
Power of attorney for Companies, Trusts and SMSFs
BDBN Precedent
Pack
Confidently prepare binding death benefit nominations for self managed superannuation funds with our comprehensive binding death benefit nomination precedent suite.
Estate Planning Pricing
Toolkit
Your profitable estate planning law firm starts with:
Estate Planning
Cheat Sheets
Done-for-you social media content
Grab the Done for You Social Media Posts and Reel Ideas pack, created specifically for estate planning lawyers like you by copywriter Marketing Goodness.
It’s a great way to kick off your content-creation habits and get your service in front of clients.
Estate Planning Marketing Communications Pack
Created by copywriter Marketing Goodness specifically for estate planning lawyers, this pack contains:
- a client testimonial guide and email templates for asking for testimonials
- welcome email sequences to help you make a lasting first impression with new subscribers to your website
With these ‘done for you’ templates you simply need to customise them with your details to begin adding social proof to your estate planning marketing.