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
Are you ready to get the complete roadmap to grow your business with estate planning?
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 for you if you want to…
- Feel more confident having estate planning discussions
- Make more money from your existing clients
- Be your clients trusted adviser
- Cover off your compliance risk
- Find the right legal solution
- Take on the next generation as clients
- Keep funds under management after a client passes away
- Train your team on the estate planning process
- Get a suite of ‘done for you’ estate planning tools
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
What our students
have to say about
the art of estate planning...
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
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!
Uncover how you can use estate planning to improve your client value proposition and why you should be talking about death at EVERY client meeting.
Module 2: Estate planning documents crash course
Deep dive into the key documents in an estate plan and my tips and tricks for decisions about financial attorneys, medical guardians, executors, trustees and guardians of minors.
Part A: Powers of attorney
Everything a facilitator needs to know about powers of attorney and my tips and tricks for&n…
Part B: Wills
Everything a facilitator needs to know about wills and my tips and tricks for guiding your c…
Part C: Letter of wishes
Get comfortable with the role of the letter of wishes and learn how to use it to entrench yoursel…
Module 3: Estate planning.... so much more than a will!
Learn what is and isn’t covered by the will so that you can feed the correct information to the estate planning lawyers.
Part A: Superannuation and life insurance within super
Super and life insurance could be your client’s largest asset, but it’s not automatically covered…
Part B: Trusts and companies
Are assets in trusts and companies covered by the will? Yeah, nah…. Watch this modu…
Part C: Joint property and bank accounts
What happens with joint property and bank accounts on death? Well… it depends. This modul…
Module 4: Why testamentary trusts are SO HOT RIGHT NOW!
Discover why testamentary trusts are one of my favourite estate planning tools.
Module 5: Let's do this!
Work though my step by step framework for choosing the right legal provider and get started on implementing an estate planning offering in your business.
Want a sneak peak of what you’ll find inside The Art of Estate Planning?
Start today for only
$1,200
including GST
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)
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…
If you’ve been thinking that the course could be a great solution for your business but need a bit more information – I’ve answered some of the top questions I get about the course for you here:
1. Do I get CPD Points?
Yes! The Art of Estate Planning has been accredited for 5 CPD points by the Financial Planning Association of Australia (but does not constitute FPA’s endorsement of the activity). If you’re an accountant, you can also record the course in your CPD diary to be recognized by the CPA or CA as an activity that increases your knowledge, skills and ability to do your job.
2. Who is the best fit for The Art of Estate Planning?
There are three types of people who benefit the most from the course:
- 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?
When you enrol today, you’ll get immediate access to an exclusive membership portal where all your course materials are stored. You have ongoing access to all the modules any time for as long as you need.
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?
You’ll have lifetime access to the course, so you can complete the material at your own pace. Lifetime access entitles you to any and all updates and bonuses I add to the program at no additional charge.
5. Can’t I just figure this out on my own?
Not if you want results quickly. Consider this program your estate planning ACCELLERATOR…
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.