Testamentary Trusts:

The Essential Guide for
Australian Lawyers

 

Deepen your understanding of testamentary trusts with our comprehensive online course, created for Australian lawyers.

Whether you're starting out, switching specialties, or refining your skills, this self-paced course will enhance your confidence and expertise when working with testamentary trusts.

 

Let's do this!
 

Testamentary Trusts:

The Essential Guide for
Australian Lawyers

 

Deepen your understanding of testamentary trusts with our comprehensive online course, created for Australian lawyers.

Whether you're starting out, switching specialties, or refining your skills, this self-paced course will enhance your confidence and expertise when working with testamentary trusts.

 

Let's do this!

Are you ready to kick your imposter syndrome to the kerb and finally feel confident with Testamentary Trusts?

 

Sign up for immediate access

Are you ready to kick your imposter syndrome to the kerb and finally feel confident with Testamentary Trusts?

 

Sign up for immediate access

There's so much value in this Essential Guide


In this one-of-a-kind online course about testamentary trusts, 
I’ll teach you the essentials of Testamentary Trusts - from the nitty gritty of "what is a trust" through to common strategy techniques for different client demographics and how to explain testamentary trusts to your clients.
 
The skills you learn in this course can be applied with your clients straight away. 
 
You will feel confident understanding the nuances of testamentary trusts, how to structure them for your clients and how to draft them in your wills.

 

See the Course Outline Here

There's so much
value in this Essential Guide

 

In this one-of-a-kind online course about testamentary trusts, I’ll teach you the essentials of Testamentary Trusts - from the nitty gritty of "what is a trust" through to common strategy techniques for different client demographics and how to explain testamentary trusts to your clients.

The skills you learn in this course can be applied with your clients straight away.

You will feel confident understanding the nuances of testamentary trusts, how to structure them for your clients and how to draft them in your wills.

Self-assessed
CPD Points 

10 hours of self paced on-demand learning

 

Practical checklists, client flyers and decision trees

 

This online course is literally the Essential Guide for Australian Lawyers when it comes to testamentary trusts. 

 It is jam-packed with all the technical and practical knowledge you need to feel confident advising on and recommending testamentary trusts to your clients.

You could commit years of your life and thousands of dollars towards a Masters degree (that will only focus on the theoretical anyway).  

Or

You can join us now and learn everything you need to about delivering testamentary trust wills to your clients with confidence and expertise.

This online course is literally the Essential Guide for Australian Lawyers when it comes to testamentary trusts. 

It is jam-packed with all the technical and practical knowledge you need to feel confident advising on and recommending testamentary trusts to your clients.

You could commit years of your life and thousands of dollars towards a Masters degree (that will only focus on the theoretical anyway).  

Or

You can join us now and learn everything you need to about delivering testamentary trust wills to your clients with confidence and expertise.

Here's what you get

 

The on-demand, online course is a step-by-step program designed for Australian lawyers.

You’ll learn everything there is to know about testamentary trusts.
 
But it’s not just theory – there’s practical implementation advice too.

Trust Fundamentals

 

Learn the foundations of what is a trust, how testamentary trusts compare to other trusts and how the income tax and asset protection benefits work.

Drafting Guidance

 

Learn all the key drafting decisions, like how many testamentary trusts to include, all the key roles in the trust, succession planning for the next generation in the trust, handing over control, distributing income and capital etc.

Client Communication

We cover practical guidance like how to explain the value of testamentary trusts to your clients, how to approach your signing meetings and handle any client overwhelm.

Common Client Strategies

Deep dive common client situations and workshop popular testamentary trust strategies and the rationale behind each.

Precedents

This course doesn't include precedents but we will help you audit your existing precedents and test if they are up to standard.

Checklists, Client Flyers & Decision Trees

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

You'll receive conversation scripts, testamentary trust flyers and decision making checklists.

See Exactly What's Included in the Course Outline

Here's what you get

 

The on-demand, online course is a step-by-step program designed for Australian lawyers.

You’ll learn everything there is to know about testamentary trusts.
 
But it’s not just theory – there’s practical implementation advice too.

Trust Fundamentals

 

Learn the foundations of what is a trust, how testamentary trusts compare to other trusts and how the income tax and asset protection benefits work.

Drafting Guidance

 

Learn all the key drafting decisions, like how many testamentary trusts to include, all the key roles in the trust, succession planning for the next generation in the trust, handing over control, distributing income and capital etc.

Client Communication

We cover practical guidance like how to explain the value of testamentary trusts to your clients, how to approach your signing meetings and handle any client overwhelm.

Common Client Strategies

Deep dive common client situations and workshop popular testamentary trust strategies and the rationale behind each.

Precedents

This course doesn't include precedents but we will help you audit your existing precedents and test if they are up to standard.

Checklists, Client Explainers & Decision Trees

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

You'll receive conversation scripts, testamentary trust flyers and decision making checklists.

See exactly what's included in the Course Outline

Hi, I’m Tara Lucke

Estate planning lawyer turned educator, with over 15 years of experience in estate planning. 

I'm the founder of the Art of Estate Planning - an estate planning precedents and education company supporting Australian lawyers to grow their firms with testamentary trusts and estate planning.

I'm a passionate believer in the life changing power of testamentary trusts for ordinary Australians.  

And what I've come to realise is that many lawyers didn't have the opportunity to learn about testamentary trusts - it wasn't covered in our uni degrees and rarely covered in our on the job training.

I'm on a personal mission to support as many Australian lawyers as possible to overcome their imposter syndrome and feel confident recommending and preparing testamentary trust wills for their clients.

I wish this kind of resource was available when I first started.

Which is why I’m sharing it with you.

At the Art of Estate Planning we support lawyers with "done for you" testamentary trust precedents and our TT Precedents Club, which is a weekly membership of over 200 Australian lawyers.

Our online course "Testamentary Trusts: The Essential Guide for Australian Lawyers" is the final piece of the puzzle to empowering our members with everything they need to understand about testamentary trusts.

Ok I'm in!

Hi, I’m Tara

Estate planning lawyer turned educator, with over 15 years of experience in estate planning.

I'm the founder of the Art of Estate Planning - an estate planning precedents and education company supporting Australian lawyers to grow their firms with testamentary trusts and estate planning.

I'm a passionate believer in the life changing power of testamentary trusts for ordinary Australians.

And what I've come to realise is that many lawyers didn't have the opportunity to learn about testamentary trusts - it wasn't covered in our uni degrees and rarely covered in our on the job training.

I'm on a personal mission to support as many Australian lawyers as possible to overcome their imposter syndrome and feel confident recommending and preparing testamentary trust wills for their clients.

I wish this kind of resource was available when I first started.

Which is why I’m sharing it with you.

At the Art of Estate Planning we support lawyers with "done for you" testamentary trust precedents and our TT Precedents Club, which is a weekly membership of over 200 Australian lawyers.

Our online course "Testamentary Trusts: The Essential Guide for Australian Lawyers" is the final piece of the puzzle to empowering our members with everything they need to understand about testamentary trusts.

Okay I'm in!

Hear from Tara about whether this course is right for you

 

Is this you?

I know my clients could benefit from testamentary trusts but I'm just not confident enough to offer them yet

Is this you?

I know my clients could benefit from testamentary trusts but I'm just not confident enough to offer them yet
I'm worried that a client will ask me something about testamentary trusts and I won't know the answer
I want to start offering testamentary trusts but I don't know where to start 
I get stuck trying to explain the benefits of testamentary trusts
I’m worried about how I can grow my practice with the pressure on margins. I’m ready to explore other revenue streams
My clients are often skeptical about the necessity of testamentary trusts, and I need better strategies to convince them of their value
I'm afraid of making mistakes when drafting or advising on testamentary trusts, which could have serious implications for my clients
I'm too busy with my current workload to dedicate time to learning about testamentary trusts on my own in the traditional way

Invest today and get the complete roadmap on how to start recommending and preparing testamentary trusts with confidence and expertise

Pay Monthly

4 payments of $495 inc GST

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Pay in Full

$1,800 inc GST

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"Tara, your Art of Estate Planning has changed my practice and my life. 
I know this sounds super gushy and over the top, but it's true".  Lisa - Lawyer

FAQ

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Have a question for Tara about whether "Testamentary Trusts: The Essential Guide" is right for you?

 

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