CREATE YOUR LEGALLY VALID WILL IN MINUTES
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Protect Your Loved Ones & Secure Your Legacy with Our Easy-to-Use Will Template.
A testamentary trust is a trust created by will and is usually a discretionary trust. The testator of a will creates a trust and directs the trustee to hold property in accordance with the terms of the trust for specified beneficiaries.
At some future time the trustee distributes the property to the beneficiaries of that trust. These trusts are often recommended by financial planners and accountants. They are very useful for parents of small children (minor beneficiaries).
Testamentary trusts tend to be driven more by the needs of the beneficiaries than by tax considerations. If a testamentary trust fails, the property will usually be held on resulting trusts for the testator’s residuary estate. A trust has two main advantages for a will maker and the nominated beneficiaries asset protection; and income splitting.
Your Will in Creating a Testamentary Trust
Secure Your Future with a Simple & Legally Binding Will Template
Planning for the future is one of the most responsible decisions you can make. A legally binding will ensures that your assets, wishes, and loved ones are protected when the time comes. Whether you have a straightforward estate or specific instructions regarding your property, having a properly drafted will is essential. Our will template provides a hassle-free way to create a legally sound document without the need for expensive legal fees.
Take Control of Your Legacy Today
Don’t leave your estate’s future to chance. Protect your loved ones and ensure your wishes are honored with a legally binding single will template. Start today by downloading your template and securing peace of mind for yourself and your family.
Need assistance? Contact us for a quotation to provide expert guidance on estate planning and legal documentation.
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Our legal drafting booklet to guide you through the necessary steps in editing your documents.
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Each document is designed to be easily editable, allowing you to tailor the agreements to your specific needs without hassle.
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Why You Need a Will Including a Testamentary Trust
A will including a testamentary trust is a strategic way to ensure long-term financial protection for your beneficiaries. This type of will establishes a trust upon your passing, allowing you to control how and when your assets are distributed. It is particularly useful for those with young children, dependents with special needs, or complex financial situations.
With our testamentary trust will template, you can:
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Protect assets from creditors or family disputes
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Provide structured inheritance payments for minor children
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Ensure tax-effective wealth distribution for beneficiaries
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Appoint a reliable trustee to manage funds responsibly
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Secure financial stability for your family’s future
Download the Template
Access our professionally designed will template instantly.
Fill in the Details
Provide your personal information, asset distribution, and executor details.
Review and Customise
Ensure that all instructions align with your wishes.
Sign and Witness
To make your will legally binding, sign in the presence of required witnesses.
Store Safely
Keep your will in a secure place and inform a trusted individual of its location.
WILL INCLUDES
This Download Includes:
Will + Testamentary Trust (approx 8 pages)
Will Signing Instructions
Wills Checklist
Free Legal Drafting Booklet to help guide you through the process.
A testamentary trust provides a structured and controlled approach to managing and distributing your estate, offering benefits ranging from asset protection to efficient tax management. It allows you to tailor your estate plan to meet your specific needs and those of your beneficiaries.
Included Free With Purchase
Will Checklist
Will Signing Instructions
Legal Drafting Booklet
Our legal drafting booklet to guide you through the necessary steps in editing your documents
PREVIEW SAMPLE
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- Legal Template
- Legal Drafting Handbook
- Will Signing Instructions
- Will Checklist
Document Review
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