Precedents Online

Australian Legal Templates

Testamentary Trusts Bundle

Word Format

Lawyer Drafted 

Money Back Guarantee

Australian Owned

Testamentary Trusts Bundle

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.

 

 

 

 

 

 

 

 
Includes: GST

 

 

 

 

 

Your Free Will Signing Checklist

 

 

Z

Who We Are

Precedents Online sells legal documents to the legal profession and the public in Australia.

Z

What We Do

Precedents shown on this site have been drafted by practicing Australian lawyers and kept up to date with changes in the law.

Z

Simple to Use

Immediate Word Download to your email inbox. Edit and Reuse as you need. No Memberships required.

  • Print multiple copies.
  • Download, edit and reuse.
Z

Free Legal Drafting Booklet

Free Legal Drafting Book to guide you through the process of drafting your legal documents.

Guaranteed Safe Checkout

Your Legal Documents
Thanks for the great downloads. Great for starting a small legal practice.
Legal
Great service. Fast response and a good price. Easy to follow the download procedure. Would definitely use again.
Legal Purchases
Had a question and was happy to be contacted nearly immediately with an answer. Will use again
Binding Financial Agreement
Very helpful legal document

Precedents Online

About Us

Precedents Online sells legal documents to solicitors and the legal profession in Australia. The documents  have been created by practising lawyers.

Precedents Online is an Online Legal Document publisher selling legal documents, agreements and legal contracts and agreements by leading Australian lawyers for purchase and use by the Australian legal  profession.

Legal precedents sold on this site are available for immediate use. Online Precedents shown on this site have been drafted by practicing lawyers and kept up to date with changes in the law.

 

 

Precedents Online. Powered by Kalde Legal.

 

 

 

 

Contact us

Leave this field blank

 

 

FREE Legal Drafting Booklet

with every download to guide
you with drafting your legal
documents..

Trust Me

Trusts have proven to be a powerful asset protection tool for those who have them. A fact that was brought to light in the pandemic. We have seen a dramatic increase in inquiries as people realise how valuable they can be.  A trust can be created while you are living...

Distributor Agreement – Are you thinking of signing??

Are you thinking of signing a distributor? Working with a distributor can help you increase sales and expand your market. Before you sign a distributor, arm yourself with a distributor agreement. Here are some tips to consider: Exclusive vs. Nonexclusive Distributors...

Helpful Tips When Selling Your Business

Business owners can get into trouble buying or selling a business if the Contract leaves out important aspects of the sale. Leaving important items out of a contract, including tangible and intangible assets and liabilities, can cause problems months after the sale...

Starting a Business in Australia

This is a book about starting a business. It provides a map, compass and checklist for starting a business from the ground up. I explain the process, and recommend the order in which you do things. I make suggestions about important steps, and factors you can give a...

A Practical Guide to the Sale & Purchase of Business

This book is for anyone who wants to know how to buy or sell a business. It is not legal advice. It is a general overview of the legal process of buying and selling businesses and explains what’s involved. In this book I make reference to a practice guide. This is a...

PRENUPS CAN CUT FINANCIAL STRESS..

Prenups can cut financial stress in blended families? Second marriages have a greater failure rate than first marriages. How often are the step children blamed for scuttling the relationship? There are many issues but one of them is almost certainly financial. In the...

Leasing… Download your Free Checklists

Australian Legal TemplatesLeasing... Download your Free ChecklistsA helpful checklist to accompany your Lease Agreements.

Wills & Estates

Australian Legal Templates Wills & Estates Package     Making a will give you the confidence of knowing your loved ones will be looked after when you are no longer around.  If you have a will, your property will go where you direct it. If you die without...

Leasing – What Happens Next?

Leasing - what happens next? The Retail and Other Commercial Leases (COVID-19) Regulation 2021 (NSW) has come into force and now the  Retail and Other Commercial Leases (COVID-19) Amendment Regulation 2021 (NSW) has amended those regulations. Landlords and tenants...

Your Fee Franchise Agreement Book

Practice and Procedure Australia  Your Free Book The growth in franchised businesses has been enormous .  Australia is the most franchised country worldwide, with nearly twice as many franchised businesses as America, and three times as many as the United...
Click to copy