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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
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.
Get Your Template
Fully editable & ready to download instanty
Instant download + free drafting Guide.
✔ Secure checkout
✔ Instant Download
✔ Australian-law-compliant