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TESTAMENTARY TRUSTS BUNDLE
Our Testamentary Trusts Bundle is the perfect solution for comprehensive estate planning. Crafted by legal professionals in Australia, these documents cover a range of financial scenarios and can be easily customised to suit your specific needs. Add this essential tool to your legal arsenal today.
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Why Choose Our 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.
Comprehensive Coverage
Our bundle includes all necessary documents to cover various financial scenarios, ensuring you have everything you need in one place.
Free With Every Purchase
Our legal drafting booklet to guide you through the necessary steps in editing your documents.
Easy Customisation
Each document is designed to be easily editable, allowing you to tailor the agreements to your specific needs without hassle.
Legally Sound
All our documents are crafted by legal professionals and adhere to Australian legal standards, giving you confidence in their validity.
Suitability
Australia