The Art of Estate Planning Podcast

#28 How do I break into offering testamentary trusts?


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You know testamentary trusts are a game-changer for your clients, but actually getting started with recommending and drafting them?  

That’s a whole different ball game.  

Maybe you’re worried you don’t know enough, don’t have the right precedents, or just don’t know how to explain them to your clients.  

We’ve got you!  

In this episode, we’re mapping out the exact resources available to support you to confidently add testamentary trusts to your estate planning services.  

And because we love a good shortcut, we also introduce Testamentary Trusts: The Essential Guide for Australian Lawyers — our brand-new online course designed to give you everything you need to start recommending and preparing testamentary trusts with confidence.

If you’re ready to stop second-guessing and start taking action, this episode is for you.  

Find out more about our online course Testamentary Trusts: The Essential Guide here.

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The Art of Estate Planning PodcastBy Tara Lucke