The Art of Estate Planning Course

Estate planning services can make you more money 

(and bring your clients even closer) 

 

This course gives you everything you need to have meaningful estate planning conversations with your clients, and you’ll have access to a working estate planning lawyer every step of the way. 

Let's do this!
 

The Art of Estate Planning Course

Estate Planning services can make you more money (and bring your clients even closer) 

 

This course gives you everything you need to have meaningful estate planning conversations with your clients, and you’ll have access to a working estate planning lawyer every step of the way.

 

Let's do this!

Are you ready to create an end-to-end Estate Planning offer in your practice?

 

Sign up for immediate access

Are you ready to create an end-to-end Estate Planning offer in your practice?

 

Sign up for immediate access

The Art of Estate Planning Course is jam-packed with everything you need to create your own Estate Planning Service. You can spend spend hours, weeks, months, years even, working it all out yourself.

Or

You can grab the very same ready-to-go tools and resources I've spent years and perfecting today.


It's a no-brainer really.

 

Why wait? You're leaving money on the table.

Here's what our clients say

Tim, Financial Adviser

The Art of Estate Planning course was brilliant and any adviser would get immense value.  The staff element cannot be understated.  Although Sarah in our office is not specifically client facing, she runs the whole process and giving her this training has made her so much more confident.

Sean, Financial Adviser

I thoroughly enjoyed the Art of Estate Planning course! Tara’s delivery was extremely engaging, easy to understand and I now feel empowered to make this part of my day to day process.

Andrew, Lawyer

I found The Art of Estate Planning course after following Tara on Instagram.  The content is clear, concise and easy to digest.  I really enjoyed the course and it has given me a much fuller understanding of the basics of estate planning.  Tara is very passionate about what she does and I can recommend the course to anyone wanting to delve a bit deeper into estate planning options for their clients.


The Art of Estate Planning Course is jam-packed with everything you need to create your own Estate Planning Service.

 

You can spend spend hours, weeks, months, years even, working it all out yourself.

Or

You can grab the very same ready-to-go tools and resources I've spent years perfecting today.



It's a no-brainer really.  
Why wait? You're leaving money on the table.

Here's what our clients say

Sean, Financial Adviser

I thoroughly enjoyed the Art of Estate Planning course!

Tara’s delivery was extremely engaging, easy to understand and I now feel empowered to make this part of my day to day process.

 

 

 

Tim, Financial Adviser

The Art of Estate Planning course was brilliant and any adviser would get immense value. 


The staff element cannot be understated.  Although Sarah in our office is not specifically client facing, she runs the whole process and giving her this training has made her so much more confident.

 

Andrew, Lawyer

I found The Art of Estate Planning course after following Tara on Instagram.  The content is clear, concise and easy to digest.

I really enjoyed the course and it has given me a much fuller understanding of the basics of estate planning.  Tara is very passionate about what she does and I can recommend the course to anyone wanting to delve a bit deeper into estate planning options for their clients.

 

The Art of Estate Planning Course

Worth 5 CPD Points 

Accredited with the FPA
(this does not constitute the FPA's endorsement)

On-demand
learning

 

Ready when you are

The only estate planning course you'll need

 

Designed for Advisers and Accountants 

Hi, I’m Tara

It’s taken me eight years to create my own Estate Planning business resources and they are too good to keep to myself.

I’m a working estate planning lawyer with real-life experience and understanding of what you’re up against.

Over five guided modules I teach you my exact process, so you have all the tools and resources in your back-pocket ready to go.

But I don’t just teach you the rules around Estate Planning, I teach you how to talk about it, how to collaborate with lawyers, and how you can set up your business for success.

Creating a sustainable path for business growth.

I wish this kind of resource was available when I first started – it would have saved me so much time (and the stress of figuring it out on my own).

Which is why I’m sharing it with you.

My aim for this done-for-you Estate Planning course is to repay your investment after the first clients sign up for your service. 

 

Okay I'm in

Hi, I’m Tara Lucke

It’s taken me eight years to create my own Estate Planning business resources and they are too good to keep to myself.

I’m a working estate planning lawyer with real-life experience and understanding of what you’re up against.

Over five guided modules I teach you my exact process, so you have all the tools and resources in your back-pocket ready to go.

But I don’t just teach you the rules around Estate Planning; I teach you how to talk about it, how to collaborate with lawyers, and how you can set up your business for success.

Creating a sustainable path for business growth.

I wish this kind of resource was available when I first started – it would have saved me so much time (and the stress of figuring it out on my own).

Which is why I’m sharing it with you.

My aim for this done-for-you Estate Planning course is to repay your investment after the first two clients sign up for your service. 

Ok I'm in!

There's so much
value in the

Art of Estate Planning Course

In this one-of-a-kind online Art of Estate Planning course, you’ll be mentored by me, an award-winning working Estate Planning Lawyer.

I’ll teach you the essentials of Estate Planning right down to the nitty gritty of how to broach the idea of Estate Planning with your clients to how to choose a lawyer you trust to collaborate with.

The skills you learn in this course can be applied straight away. You’ll have your very own Estate Planning service before you know it. 

Your clients will feel closer to you and you’ll have a sustainable path to business growth.

There's so much value in the

Art of Estate Planning Course


In this one-of-a-kind online Art of Estate Planning Course, you’ll be mentored by me, a specialist estate planning lawyer.

I’ll teach you the essentials of Estate Planning right down to the nitty gritty of how to broach the idea of Estate Planning with your clients to how to choose a lawyer you trust to collaborate with.

The skills you learn in this course can be applied straight away.  You’ll have your very own Estate Planning service before you know it. 

Your clients will feel closer to you and you’ll have a sustainable path to business growth.

Here's what you get

 

The on-demand, online Art of Estate Planning Course is a step-by-step accredited program designed for Financial Advisers and Accountants.

Over five modules you’ll learn how you can have a profitable estate planning offer LIVE in your business. But it’s not just theory – there’s practical implementation advice too.

Estate Planning Fundamentals


Learn what you need to know to become across as an experienced
Estate Planning professional.

I break it all down for you in non-lawyer speak.

Checklists, Client Explainers & more

Done for you tools and resources so you and your team can hit the ground running.

Just what you need to implement an Estate Planning Service in your practice.

Empowered relationships with employers

Advocate for your clients and work with like-minded lawyers who value the insight you bring to Estate Planning conversations.

Here's what you get

 

The on-demand, online Art of Estate Planning Course is a step-by-step accredited program designed for Financial Advisers and Accountants.

Over five modules you’ll learn how you can have a profitable estate planning offer LIVE in your business.
 
But it’s not just theory – there’s practical implementation advice too.

Estate Planning Fundamentals

Learn what you need to know to come across as an experienced Estate Planning professional.

I break it all down for you in non-lawyer speak.

Checklists, Client Explainers & more

Done-for-you tools and resources so you and your team can hit the ground running.

Just what you need to implement an
Estate Planning Service in your practice.

Empowered relationships with lawyers

Advocate for your clients and work with like-minded lawyers who value the insight you bring to Estate Planning conversations.

 

 

Make the most of this opportunity

 

Every Financial Adviser should add an Estate Planning Service to their practice if they want to grow and protect revenue.

It reinforces the value you bring to client relationships and helps with retention too.

 

 

Make the most of this opportunity

 

Every Financial Adviser should add an Estate Planning Service to their practice if they want to grow and protect revenue.

It reinforces the value you bring to client relationships and helps with retention too.

Is this you?

 I know my client’s need help to plan how to transfer their wealth, but I don’t know how to bring it up.

Is this you?

 I know my clients need help to plan how to transfer their wealth, but I don’t know how to bring it up.
When I bring up that difficult conversation about our own demise I want to make sure I handle it with empathy and understanding.
I want to help my clients make good financial decisions around transferring generational wealth so their hard-earned money winds up in the right hands and is not eaten away by the tax.
I’ve been burnt by lawyers before. I need to find a good one I can partner with so I can be a better advocate for my clients. 
I’m worried about how I can grow my practice with the pressure on margins. I’m ready to explore other revenue streams.
I know I have to do something but don’t have time to create everything from scratch.
I need to be held accountable and need a push to make it happen.

If you already know this is something you want to do – why wait?

Five modules with mini masterclasses 

Step-by-step video and text instructions, broken down into bite-sized bits of information, including the exact process I use.

BONUS Expert Masterclasses
within the Facebook Group

Hand-selected experts to share their insights alongside the course.

Workbooks, downloads, examples, and checklists

Chock full of useful and actionable instructions, tips, and advice. 
Fully customisable.

BONUS Testamentary Trust Starter Pack (worth $300)

With client materials designed to sell the benefits of Testamentary Trusts.
Includes fact sheets and videos.

Live Monthly Q&A in the Facebook group 

Can’t make it live?

No problem - send in your question and I’ll cover it.

12 weeks of Group Mentoring by me

Get 12 weeks of guided implementation support while you do the course. 
After that, it’s $49 per month. 
A great way to make sure your Estate Planning offer gets done.

There's no other program like this


Loads of practical resources and step-by-step guides that 
show you how to set up an estate planning solution in your business. 


Here’s a peek at what’s inside

Click here to see the full Art of Estate Planning Course framework

Invest in your estate planning service and get the complete roadmap on how to get it up and running

Pay Monthly

4 payments of $330

  • Lifetime access to the Art of Estate Planning online course
  • 12 weeks access to group mentoring and guided implementation support by me (and $49 per month thereafter if you choose to continue)
  • 5 CPD Points
  • BONUS: Estate Planning Cheat Sheets valued at $49
  • BONUS: Online estate planning legal provider evaluation valued at $99
  • BONUS: Testamentary Trust Starter Pack valued at $300
  • Facebook Group Community
Pay Monthly for Immediate Access

Pay Upfront and Save

$1,200 (save $120)

  • Lifetime access to the Art of Estate Planning online course
  • 12 weeks access to group mentoring and guided implementation support by me (and $49 per month thereafter if you choose to continue)
  • 5 CPD Points
  • BONUS: Estate Planning Cheat Sheets valued at $49
  • BONUS: Online estate planning legal provider evaluation valued at $99
  • BONUS: Testamentary Trust Starter Pack valued at $300
  • Facebook Group Community
Pay in Full and Save

"This is a no brainer business decision" - John Cachia, Financial Adviser

FAQ

What you need to know

Have a question for Tara about whether the Art of Estate Planning is right for you?

 

Get in touch