Testamentary Trust
Precedents
I know that choosing your precedents is a very personal decision.
You need to be 100% comfortable with the templates before you jump in.
Plus it's a big investment to change precedents.
That's why I made a demonstration video for you so you can get a feel for the layout, drafting style and content of the testamentary trust will precedents.
Want to see?
Yes please!
Testamentary Trust Precedents
$2,475 (inc GST)
- Testamentary trust precedents covering the following scenarios:
- Establishing one testamentary trust
- Establishing two or more testamentary trusts
- Simple will precedent (without a testamentary trust)
- 3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned
- Annual review checklist
- Powers to include in a financial power of attorney
- Letter of wishes template
- Estate planning instruction sheet for individual and couple client
- Material review template
- Estate planning matter workflow checklist
- Discretionary trust review checklist
- Bonus #1 Meeting agenda & file note templates
- Bonus #2 Training library
- Bonus #3 Foreign Person Excluded TT Precedent
- Bonus #4 Pricing training and templates
- Bonus #5 Free trial in The TT Precedents Club for 8 weeks
What other lawyers are saying...
"I thought I would pass on some feedback from an accountant I was working with. They said that the TT (your precedent) was one of the easiest to understand TTs they have ever seen, and made their job in setting up/assisting in running the TT so much easier! I absolutely love the docs too!"
Jono, Lawyer
"I find Tara's TT precedents very easy to understand (even my clients understand them!). I like the fact that the trust deed is at the back of the Will. You will LOVE Tara's precedents and I highly suggest them. As a sole practitioner, it'll save you time as well as Tara updates the precedents regularly so they are the latest and greatest."
Bernadette, Lawyer
"Thank you, Tara!
I am so happy with these and wish I did it sooner!
So much better than the precedents I’ve been fighting with to date!"
Naomi, Lawyer
Want a sneak peek?
The fine print
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The precedents are provided on an 'as is' basis at the time of your purchase. You will only receive any updates to the precedents or support with using the precedents if you continue your membership in The TT Precedents Club after your 8 week trial
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The documents will be issued as ‘white label’ word documents with no branding
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You must not resell or provide the documentation to any person for any purpose other than for the purpose of providing estate planning documentation to your clients
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You indemnify The Art of Estate Planning from all actions, suits, claims, demands, liabilities, costs, expenses, loss and damage (including legal fees on a full indemnity basis) incurred or suffered by you or The Art of Estate Planning as a direct or indirect consequence of using the documents
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No advice about the application of the documents to your client situation will be provided
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The Art of Estate Planning holds no responsibility for the use of the documentation for your clients or the advice provided with the documentation to your clients
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You can read the full Terms, Disclosure Notice and Cost Agreement here.
Frequently Asked Questions
Can I get access to updates that you make to the precedents?
Do the precedents integrate with any practice management software?
How do I use the precedents if they donβt integrate with my practice management software?
Can you help me with drafting questions when using the precedents?
Can I customise the templates after I buy them?
Are the precedents appropriate for all Australian States and Territories?
Need more info before you make a final decision?
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