Testamentary Trusts Bundle

Download our Testamentary Trusts Bundle in word format.  Download once, save and reuse as you need.

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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

Contents

The Practice Guide covers the following:

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

Precedent 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

Precedent will which creates 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.

  $199.00

 

 

 

 Looking forward to purchasing more precedents as it’s a great service for a small legal practice just starting out.

Have a wonderful weekend!
Maree Stuart

Solicitor/Director, Lab Law

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Amanda King

Director, By The Horns

I have found Precedents Online to be very useful for my business.  I have also used them for personal legal documents.  Simple and easy to use.  I don’t have to fill out any forms or subscribe.  I can simply download the document I need and reuse it when I need it.  

Alan

Director, Promoworld