Want you to feel like you’re thriving in your estate planning practice?

A key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible outcomes for your clients.

Join us for Part 1 of this topic where we share our tips for boosting your firm’s profitability while delivering even more value to your clients.

We’re all about making your life easier so we’ve packaged up all 15 tips into a handy cheat sheet here: https://www.theartofestateplanning.com.au/freebie-15-ways-to-maximise-profit

It’s the million-dollar question (pun intended)—how much money do clients really need before a testamentary trust is worth considering? 

In this episode, Tara and Carrie step through when a testamentary trust will make sense from a financial perspective.  

If you’ve ever been unsure about when to recommend a testamentary trust based on the size of your client’s asset pool, this episode will give you the clarity you need. 

Download your free checklist “Top 10 mistakes when nominating financial controllers” here.

Watch our detailed training on the practical steps of setting up a testamentary trust here.

The rise of online will providers is changing the game, and clients are finding it harder to tell who's the real deal and who’s just offering a cheap, one-size-fits-all solution.

In this episode we chat about why your expertise is worth more than a cookie-cutter solution and how to confidently price your services to reflect the value you bring. Spoiler: it's not about matching their price—it's about standing out.

If you want to stand out in a crowded market and help clients see why your services are worth every dollar, this episode is a must-listen.

Want to share your thoughts? Join us in the Art of Estate Planning Facebook group at https://www.facebook.com/groups/artofestateplanning

The family home is the golden goose of assets – it’s one of the last assets we can own tax free. So does it belong in a testamentary trust?

In this episode, Tara and Carrie dive into the nitty-gritty of putting the family home into a trust. We cover everything from asset protection to tax perks, plus what happens when you put that golden goose under the trustee’s wing.

Is it the right call for your clients, or could it lead to more complications?

Tune in to hear us break down the pros, cons, and key points to keep in mind when guiding clients through this tricky decision.

Want to share your thoughts? Join us in the Art of Estate Planning Facebook group at https://www.facebook.com/groups/artofestateplanning

This week, we switch gears to talk about something that can make or break your estate planning practice: the customer experience.

We dive into the top things clients hate about working with law firms—from confusing processes to bad timing—and how these pain points can impact your business.

More importantly, we’ll share practical strategies to turn these frustrations into opportunities for client satisfaction and loyalty.

If you want to keep your clients delighted and your firm thriving, this episode is a must-listen.

Find out more at www.taralucke.com.au

In this episode, Tara and Carrie tackle a common dilemma in estate planning: how much flexibility should trustees of testamentary trusts for minors have, and how can we prevent them from abusing that power?

We explore the delicate balance between empowering trustees to adapt to unforeseen circumstances and the risks of giving them too much control.

Should we give trustees with wide discretion, or is it safer to limit their scope and pass control to potentially financially immature beneficiaries at age 18?

Join us as we weigh the pros and cons and share practical tips on what to consider when advising clients on this crucial decision.

Download your free checklist “Top 10 mistakes when nominating financial controllers” here.

In this episode, Tara and Carrie dive into an unexpected twist in estate planning that might catch you off guard: how a testator’s super strategy on death can influence their adult children’s eligibility for the Centrelink childcare subsidy.

We chat about why this surprising connection is so important, especially for clients with adult children who have children in childcare.

If you’re advising clients on super strategies and haven’t considered this factor, it’s time to tune in and make sure you’re covering all the bases.

This episode is a must-listen for any estate planning lawyer who wants to ensure they’re offering comprehensive advice that looks out for the next generation—literally.

Find out more at www.taralucke.com.au

Tara and Carrie discuss all the blocks your clients might be facing before they’re ready to say “Yes!” to investing in their estate plan. We share our tips on how to decide if you’re charging enough for your estate planning services, and how to set your prices with confidence.

Find out more at www.taralucke.com.au

In this episode, Tara and Carrie chat about the practical and technical issues which arise when assisting a couple with their estate planning where one spouse has all the assets and the homemaker spouse makes significant non-financial contributions to the family.

This episode is a must-listen for any estate planning lawyers looking to enhance their skills and client outcomes by incorporating a more holistic approach to advising clients.

Find out more at www.taralucke.com.au