Testamentary Trusts Bundle – A Great Deal for Legal Professionals

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.

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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.

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COMPREHENSIVE COVERAGE

                        

Ensuring you have everything you need in one place.

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FREE WITH EVERY PURCHASE

                        

Our legal drafting booklet to guide you through the necessary steps in editing your documents.

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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.

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SUITABILITY

                        

AUSTRALIA

Why Choose Our Testamentary Trusts Bundle?

  • Time-Saving & Efficient – Ready-to-use templates help streamline estate planning processes.
  • Legally Compliant – Developed to align with Australian estate and tax laws.
  • Customisable & Adaptable – Easily tailored to suit specific client needs and family dynamics.
  • Cost-Effective – Provides exceptional value by including multiple essential documents in one bundle.
  • Comprehensive Protection – Helps secure wealth, minimise tax, and safeguard assets for future generations.
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What’s Included in the Testamentary Trusts Bundle –   

over 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.
  • 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.

 

Included Free With Purchase

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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
Download the Template

Gain instant access to our professionally crafted template.

Fill in the Details

Complete your legal template with your specific details.

Review and Customise

Easily enter your details into the template, save your progress, and make edits whenever needed to ensure it perfectly fits your situation.

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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.

Crafted by legal professionals in Australia, our documents are not only legally sound but also easily customisable to suit your specific requirements. With each purchase, receive a free legal drafting booklet to guide you through the editing process seamlessly.

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  • Legal Template
  • Legal Drafting Handbook

 

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  • Click here for a quote from our independent law firm to discuss your requirements after template purchase.
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