It’s time to confidently talk about Estate Planning strategy and recommendations using precedents you can trust.
Grab my training, tools, precedents and client material to make it easier on you.
Better for you. Better for your clients.
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?
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:
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:
Estate Planning Coaching
I am available for one-off coaching sessions on a white labelled confidential basis to help support you to serve your clients estate planning needs.
Drop me a line and I can provide an obligation free upfront fixed price.
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:
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:
Estate Planning Coaching
I am available for one-off coaching sessions on a white labelled confidential basis to help support you to serve your clients estate planning needs.
Drop me a line and I can provide an obligation free upfront fixed price.
What our students
have to say about
the art of estate planning…
