Estate Planning Cheat Sheets

Start having estate planning conversations… that work!

Over 40 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: 

  • 9 Strategies to Overcome Estate Planning Inertia

  • Snapshot Checklist

  • Annual Review Checklist

  • Estate Planning Nominations Cheat Sheet

  • Top 10 Mistakes When Nominating Financial Controllers

  • Testamentary Trusts Flyer

  • Testamentary Trusts Decision Making Cheat Sheet

  • Signing Checklist

  • Top 20 Estate Planning Mistakes

  • 10 Reasons You Need a New Estate Plan After a Separation

  • 15 Ways to Maximise Profit

  • 25 Estate Planning Mistakes Lawyers Don’t Know They’re Making

  • Family Trusts Vs Testamentary Trusts

  • The Ultimate Testamentary Trust Precedent Checklist

  • What is an Estate Plan and Why Do You Need One?

  • Steps For Establishing a Testamentary Trust

  • The Essential Clauses to Include in Your Cost Agreement For Estate Planning Matters

$49.00 AUD

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