"Including TTs is a game changer.

They add value both for the client and my firm and most importantly, the benefits of a TT Will provides the client with increased peace of mind.

My clients love them, their financial advisers love them and so do I.

TT Wills are so valuable to the client that price is rarely an issue."

- Kirsty, Lawyer

"You made it really easy for me.

Having not just the precedents, but the ecosystem around it made it that much easier.

Essentially just you laid out a game plan for me.

You said, here are the precedents, here are the letters to your clients, here are the flyers for your clients.

And then after that really got built out - what else would we do with estate planning? Here are the clauses that you can put in your powers of attorney, here are the tools to amend trust deeds, and prepare corporate powers of attorney.

I think it could have been so much more harder, but it wasn't because I discovered the TT Precedents Club and the Art of Estate Planning."

- Tyrone, Lawyer

"I got the Art of Estate Planning testamentary Trust will precedents package at the beginning of this year, and it's absolutely revolutionized my business.

I was finding that I had clients coming to me with more complex problems and I needed to find better and clearer solutions to be able to provide.

Since I've gotten the precedents package, I'm finding that it is easier and quicker to do my wills.

It's easier to explain to people. They seem to just “get it” because it's so clearly laid out. You're able to change it and modify it depending on the scenario for your clients. And I'm just so thankful that I have it. Tara and her team at the Art of Estate Planning are so helpful and I'm just absolutely loving elevating my wills with the help of the Art of Estate Planning testamentary trusts will precedent pack."

- Lidia, Lawyer

What happens to my TT Precedents Club membership at the end of the 8 week free trial?

At the end of the 8 week free trial in the TT Precedents Club your membership ends and there will be no ongoing charges unless you choose to sign up for The TT Precedents Club.

If you don’t choose to sign up for the TT Precedents Club, the precedents remain your property and you can continue to use them indefinitely, however you won’t get free updates to them if we release an update.

You can see the price for the TT Precedents Club here.

Can I get access to updates that you make to the precedents?

While you’re a member of the TT Precedents Club, you will receive any updates to the precedents.

After your 8 week free trial, precedent updates will be free if you continue on with your TT Precedents Club membership.

If you’re not in the TT Precedents Club at the time we release an update to the precedents, then we will email you to let you know we have released an update and an overview of what the updates relate to.

You have the option of joining the TT Precedents Club to get the updated precedents (you can join for as short as one month).

Do the precedents integrate with any practice management software?

The precedents are currently coded to integrate with Actionstep, Smokeball, Clio and LEAP.

How do I use the precedents if they don’t integrate with my practice management software?

The precedents are delivered as word documents with a list of variables that you can replace with client details using the Ctrl + H function (i.e. Global Replace).

Check out the demonstration video to get a sense of how this is set out.

Can you help me with drafting questions when using the precedents?

Yes!

During your free trial in the TT Precedents Club, you will get access to our will drafting clause bank plus you can submit questions to me for discussion in our weekly Thursday Hot Seats and I will draft proposed clauses for your wills or review your proposed drafting.

Can I customise the precedents after I buy them?

Yep! You will receive the templates as unprotected word documents, so you can make any changes you like to them. You can add in any additional custom coding or clauses that you like, however you will be responsible for those changes.

If you do tailor the word templates, it could make things a bit more complicated when trying to integrate future updates.

Are the precedents appropriate for all Australian States and Territories?

Yes. In particular, the wills are drafted to be compatible with all Australian States and Territories.

The most fundamental differences between each State and Territory is the enduring power of attorney/enduring guardian documents. The packages do not include enduring power of attorney/enduring guardian templates, rather you will receive a document with recommended additional powers for the financial enduring power of attorney which you can add in to your current State-based template. This template is suitable for all States/Territories other than Western Australia.

Do I get lifetime access?

Yes, you get lifetime access to the precedents.

The precedents are purchased on an ‘as is’ basis so you will not receive updates to the precedents after your 8 week free trial in The TT Precedents Club, unless you choose to renew or join the TT Precedents Club at a future date.

Is it tax deductible?

Yes. We recommend you talk to your accountant to be safe (this isn't tax advice ;)