Testamentary Trusts Bundle Contents

Practice Guide

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.