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
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:
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.
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
Feel confident and know that you have the tools to prepare effective power of attorney documentation for companies, trusts and self managed superannuation funds to complement your estate planning solutions with our entity power of attorney precedent pack.
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:
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.
Underneath the button: 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
What our students
have to say about
the art of estate planning…
