Testamentary Trusts Bundle

Crafted by legal professionals in Australia, our documents are not only legally sound but also easily customisable to suit your needs.

Every purchase includes a free drafting handbook to guide you step-by-step.

✔  Crafted by Australian legal professionals

✔  Free drafting handbook Included

✔  Fully editable Word Format

🛒 Purchase → ⬇️ Download Instantly → ✏️ Customise & Use

At a Glance

Our Testamentary Trusts Bundle is a cost-effective and comprehensive legal resource designed for legal practitioners, accountants, and estate planning professionals. This bundle provides a full set of professionally drafted documents to help you efficiently establish and administer testamentary trusts for your clients.

FREE WITH PURCHASE

✔ Will Checklist

✔ Will Signing Instructions

✔ Legal Drafting Booklet

The Complete Testamentary Trusts Bundle for Lawyers, Accountants & Estate Planners

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.

Why Legal Practitioners and Estate Planners Choose This Bundle

  • Ensures compliance with estate planning laws and tax regulations.
  • Provides a structured and effective framework for testamentary trusts.
  • Saves time and reduces drafting costs with pre-prepared, high-quality legal documents.
  • Offers a clear and professional resource for legal and financial professionals.

Secure your Testamentary Trusts Bundle today and provide your clients with a solid, tax-effective, and asset-protected estate planning solution.

INCLUDES

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.
  • Commentary
  • 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 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.

 

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✔  Australian-law-compliant