Our Testamentary Trusts Bundle is the perfect solution for comprehensive estate planning. Crafted by legal professionals in Australia, these documents cover a range of financial scenarios and can be easily customised to suit your specific needs. Add this essential tool to your legal arsenal today.
Z
COMPREHENSIVE COVERAGE
Ensuring you have everything you need in one place.
i
FREE WITH EVERY PURCHASE
Our legal drafting booklet to guide you through the necessary steps in editing your documents.
k
EASY CUSTOMISATION
Each document is designed to be easily editable, allowing you to tailor the agreements to your specific needs without hassle.
LEGALLY SOUND
All our documents are crafted by legal professionals and adhere to Australian legal standards, giving you confidence in their validity.
k
SUITABILITY
AUSTRALIA
TESTAMENTARY TRUSTS BUNDLE
Testamentary Trusts are trusts created by will. It is usually a discretionary trust. Testamentary trusts are often recommended by financial planners and accountants. They are very useful for parents of small children (minor beneficiaries). A testamentary trust has two main advantages for a will maker and the nominated beneficiaries: asset protection; and income splitting.
This Practice Guide explains what Testamentary Trusts are, how they work and how to put them in place. It includes three precedents of Testamentary Trusts and precedents for letters to your client, advising them about their Testamentary Trust.
TESTAMENTARY TRUSTS BUNDLE – 0VER 20 PAGES
Testamentary Trusts Bundle Contents
1 Introduction
An explanation of what testamentary trusts are and how they work.
2 Asset protection
How Testamentary Trusts are used in asset protection.
3 Taxation
Taxation aspects of Testamentary Trusts.
4 Precedents
The following precedents are included in the Practice Guide.
Letter advising testamentary trust
A letter to the client explaining how their testamentary trust works
Letter enclosing will and signing instructions
A letter to the client enclosing their testamentary trust and explaining how to sign it.
Will creating one testamentary trust
Will which creates one testamentary trust. The document itself contains drafting notes which can be deleted when the document is finished.
Will Creating Multiple Testamentary Trusts
The document itself contains drafting notes which can be deleted when the document is finished.
Will + testamentary trust
A will including a testamentary trust. Simple form.
Will signing instructions
An information sheet on how to sign your will. Can be handed to the client as a separate document or incorporated as part of a letter of advice.
INCLUDES GST
Included Free With Purchase
Will Checklist
Will Signing Instructions
Will signing instructions refer to the specific guidelines and steps that must be followed when signing a will to ensure that it is legally valid and enforceable.
Legal Drafting Booklet
Our legal drafting booklet to guide you through the necessary steps in editing your documents
PREVIEW SAMPLE
ABOUT US
Established since 2015, Precedents Online leads the industry with a diverse collection of over 300 legal templates. Our legal documents, meticulously crafted by practicing Solicitors and renowned legal authors, provide you with the precise solutions you seek. Step into a world where legal paperwork is made easy .
Precedents Online, helping you draft like a pro! Receive a free handbook with any purchase of our customisable legal document templates. Start drafting with confidence using our expertly crafted precedents with our bonus guidebook.
CHOOSE YOUR TEMPLATE
Template Only
Legal Template
Legal Drafting Handbook
Document Review
Click here for a quote from our independent law firm to discuss your requirements after template purchase.
