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The Art of Estate Planning.

By Tara Lucke


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What you take away from this course.

Create a holisitic value proposition

Learn how you can use estate planning to improve your client value proposition and create an extra revenue stream.

Discover the ultimate EP blueprint

Deep dive into the key documents within an estate plan and discover the tips and tricks for decisions about key roles of an estate.

Nail the EP conversation with clients

Learn from an experienced estate planning lawyer how to start and nail the EP conversation with clients and highlight the importance of an estate plan.

Put it into practice!

Work through a comprehensive step by step framework to implement a valuable estate planning offering in your business.

1. Let’s Talk About Death, Baby.

[Video 38:24] 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.

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2. Estate Planning Documents Crash Course – Part A.

[Video 55:07] 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 covers everything a facilitator needs to know about powers of attorneys.

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2. Estate Planning Documents Crash Course – Part B.

[Video 16:15] 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 B covers everything a facilitator needs to know about wills.

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2. Estate Planning Documents Crash Course – Part C.

[Video 13:11] 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 C is about getting comfortable with the role of the letter of wishes.

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3. Estate Planning… So Much More Than A Will – Part A.

[Video 46:23] 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 covers why super and life insurance could be your client's largest asset, but it's not automatically covered.

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3. Estate Planning… So Much More Than A Will – Part B.

[Video 17:33] Learn what is and isn't covered by the will so that you can feed the correct information to the estate planning lawyers. Part B covers whether assets in trusts and companies are covered by the will?

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3. Estate Planning… So Much More Than A Will – Part C.

[20:18] Learn what is and isn't covered by the will so that you can feed the correct information to the estate planning lawyers. Part C looks at what happens with joint property and bank accounts on death? Well... it depends.

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4. Testamentary trusts; so hot right now.

[Video - 1:02:55] Discover why testamentary trusts are one of my favourite estate planning tools and how to use them.

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5. Let’s Do This.

[Video - 37:30] Work through my step by step framework for choosing the right legal provider and get started on implementing an estate planning offering in your business.

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Course downloads.

PDF download

Module Overview

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PDF download

9 Strategies to Overcome Estate Planning Inertia

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PDF download

Workbook – Let’s Talk About Death Baby

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PDF download

Estate Planning Nominations Cheat Sheet

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PDF download

Signing Checklist

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PDF download

Snapshot Checklist – Estate Planning

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PDF download

BDBN and Family Home Decision Making Cheat Sheet

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Beginner’s Blueprint – Introduction – Why TTs Are So Hot Right Now

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PDF download

Testamentary Trust Summary

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PDF download

Testamentary Trust Cheat Sheet

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PDF download

Testimonials for The Art of Estate Planning

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ABOUT THE INSTRUCTOR.

Tara Lucke.

Group Principal
Nexus Law Group

Hi, I’m Tara. Pleasure to meet you! I want to be upfront – because that’s how I roll. I’m not your typical lawyer. In a lot of ways. I only do estate planning, tax, asset protection, business succession, trusts and super. No disputes; No property stuff; Do not call me if you’re in an accident or in trouble!

But if you want peace of mind about the protection of your wealth and its transition to the next generation, or if you need to optimise your business structure for asset protection and tax minimisation – I’m your woman!

I am all about supporting financial advisers and accountants to use estate planning to grow their business. One of my favourite things is sharing my estate planning tips and tricks through video and social media and that has inspired me to launch The Art of Estate Planning – an online course for advisers who want to confidently use estate planning to build trust, give their clients peace of mind and to generate additional revenue from existing clients.

In 2014 I co-founded an online estate planning law firm and I’m super passionate about better ways to do the business of law; I use upfront value pricing, outsourcing, offshoring, using automation, and social media to provide quality solutions and price certainty for clients – I know none of these ideas are particularly radical but in the world of law this is pushing the limits!

I try to bring colour, freshness and vibrancy to your legal experience. Because that’s exactly how I like to live my life. I’m location independent and I’ve worked really hard to make my career suit my lifestyle. If you call me and you hear waves in the background; sorry (not sorry!). My mission is to be a happy healthy vibrant lawyer so that I can give the best experience possible to the people who need my help.

But it’s not all chilling on the beach! I’m incredibly committed to my technical expertise as a lawyer. I am a fellow of the Tax Institute of Australia and I’ve been published in Australia’s leading monthly tax journal, Thompson Reuter’s Weekly tax Bulletin. I spent 10 years working my butt off at McCullough Robertson and View Legal specialising deeply in my chosen areas of law, and I’m super focused on maintaining that standard of excellence in my career. I love sharing my insights about estate planning through videos on YouTube and social media so if you’re not following me yet and would like to get to know me better – check out my social media, especially Instagram where you’ll see daily snippets of my life.

www.taralucke.com.au
tara@taralucke.com.au

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