The Art of Estate Planning is accredited for
5 CPD points by the Financial Planning Association of Australia
(but does not constitute FPA’s endorsement of the activity)
Are you ready to get the complete roadmap to grow your business with estate planning?
Choose the plan that’s right for you and get started today
PAY MONTHLY
4 PAYMENTS OF
$330
- Access to Art of Estate Planning course
- 5 CPD Points
- BONUS: Legal provider evaluation
- BONUS: Testamentary Trust Starter Pack
- Facebook Group community
PAY UPFRONT
SINGLE PAYMENT OF
$1,200
Save $120
- Access to Art of Estate Planning course
- 5 CPD Points
- BONUS: Legal provider evaluation
- BONUS: Testamentary Trust Starter Pack
- Facebook Group community
The Art of Estate Planning is a step-by-step 5 module FPA accredited online program designed to teach you how to use estate planning to grow your business.
The end result?
You’ll have a profitable estate planning offering LIVE in your business which will start working to entrench you as the trusted adviser, cover your risk and earn you more money from your existing clients

The Art of Estate Planning is for you if you want to…
- Feel more confident having estate planning discussions
- Find the right legal solution
- Scale to your team
- Make more money from your existing clients
- Keep funds under management after a client dies
- Take on the next generation as clients
- Be your clients trusted adviser
- Cover off your compliance risk
The Art of Estate Planning isn’t just a training course;
it’s an implementation program
By the end of the course you will:

Have a proven roadmap to follow for getting an estate planning solution LIVE in your business THIS YEAR

Feel 100% confident with the core estate planning concepts

Go from feeling like estate planning is a necessary evil that is way too hard – to feeling like estate planning is a critical part of your client value proposition

Have decided where you want to position yourself in the estate planning process

Have re-shaped your relationship with estate planning conversations

Know exactly how to choose the right legal provider to support your clients and business

Have a complete system to train your team in estate planning so that they can give you the support you need

Have a suite of ‘done for you’ estate planning tools
LEARN HOW TO USE ESTATE PLANNING TO CREATE

TRUST
Entrench yourself as the trusted advisor

PEACE
Create peace of mind

MONEY
Generate additional revenue from your existing clients
What our students
have to say about
the art of estate planning...

This is estate planning training like you’ve never seen before.
No other training program gives you a suite of practical resources designed specifically to help you with estate planning conversations and setting up an estate planning solution in your business
Here’s what each of the modules cover:

Welcome to the Art of Estate Planning - The Beginner's Blueprint

Module 1: Let's talk about death, baby!

Module 2: Estate planning documents crash course

Part A: Powers of attorney

Part B: Wills

Part C: Letter of wishes

Module 3: Estate planning.... so much more than a will!

Part A: Superannuation and life insurance within super

Part B: Trusts and companies

Part C: Joint property and bank accounts

Module 4: Why testamentary trusts are SO HOT RIGHT NOW!

Module 5: Let's do this!
Want a sneak peak of what you’ll find inside The Art of Estate Planning?
Start today for only
$1,200
including GST

LEARN THE ART OF ESTATE PLANNING WITH TARA LUCKE
I spent years as the head of View Legal’s online estate planning platform, and I have seen firsthand the areas where advisers need support with integrating estate planning into their systems, understanding the key estate planning strategies and feeling confident to have estate planning conversations with their clients.
Over the course of my career as an estate planning lawyer I have witnessed how difficult it is for Australians to access quality affordable estate planning solutions, and how frustrating it is for their advisers to implement the financial solutions but not have a legal solution to support their advice and recommendations.
I believe in the power of estate planning to improve your client value proposition and to grow your business.
Let me teach you how to capture this value and create additional revenue from your existing clients, while entrenching yourself in the role as the trusted adviser.
Are you ready to get the complete roadmap to
grow your business with estate planning?
Choose the plan that’s right for you and get started today
PAY MONTHLY
4 PAYMENTS OF
$330
- Access to Art of Estate Planning course
- 5 CPD Points
- BONUS: Legal provider evaluation
- BONUS: Testamentary Trust Starter Pack
- Facebook Group community
PAY UPFRONT
SINGLE PAYMENT OF
$1,200
Save $120
- Access to Art of Estate Planning course
- 5 CPD Points
- BONUS: Legal provider evaluation
- BONUS: Testamentary Trust Starter Pack
- Facebook Group community
Your Questions Answered…
1. Do I get CPD Points?
2. Who is the best fit for The Art of Estate Planning?
- You know you want to get an estate planning offering up and running in your business but you haven’t had much experience discussing estate planning and don’t feel 100% confident to back yourself having these types of conversations with your clients yet
- You are having estate planning conversations in your business but you’re not 100% happy with your current legal solution and feel like there’s a few gaps here and there on your estate planning technical knowledge
- You’ve been nailing the estate planning conversations for years BUT you’re the only one in your team who can do it and you need to find a way to SCALE those conversations across your team to take the pressure off. You would love your team to be trained up on estate planning so they can start taking the initiative but you barely have time to meet with your clients let alone invest in training up your team
3. So, what exactly do I get when I enrol today?
The course has 5 modules covering a combination of practical skills about how to overcome estate planning inertia and choose the right legal providers for your business, as well as providing technical content on all the information you need to know to project manage estate planning. Each module is full of videos, worksheets, and checklists designed to help you get the best results in the shortest amount of time.
There’s also bonuses from all the top online estate planning provides and my BONUS market evaluation so you don’t have to do any of the research and running around yourself.
And finally, the course is accredited for 5 CPD points.
4. What happens if I fall behind?
5. Can’t I just figure this out on my own?
Each day you postpone signing up for the course is another missed opportunity for building trust with your clients and covering off your risk.
And how much money have you missed out on so far?
STOP being too busy working IN your business and make sure you’re ready to start working ON your business to implement a system that provides you an opportunity to grow your business and start using estate planning to generate additional revenue from your existing clients.