The Art of Estate Planning
Testamentary Trust
Precedent Packages

I thought I would pass on some feedback from an accountant I was working with.

 

They said that the Testamentary Trust will  (prepared using 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

Choose your package

Just the TT Will

$1,300 (inc GST)

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Cover All Bases

$1,850 (inc GST)

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The Works

$2,750 (inc GST)

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Just the TT Will Package

$1,300 (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)
  • Extensive video training library

Cover All Bases Package

$1,850 (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)
  • Cover letter sending draft documentation
  • Cover letter sending documentation for signing
  • Cover letter after signed documents have been returned
  • Testamentary trust explanation flyer
  • Annual review checklist
  • Powers to include in a financial power of attorney
  • Letter of wishes template
  • Extensive video training library

The Works Package

$2,750 (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
  • Testamentary trust explanation flyer
  • 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
  • Meeting agenda templates for an initial strategy meeting, signing meeting and
    combined strategy and signing meeting
  • File note templates for an initial strategy meeting, signing meeting and combined
    strategy and signing meeting
  • Material review template
  • Estate planning matter workflow checklist
  • Discretionary trust review checklist
  • Family tree, structure diagram and estate planning flowchart templates
  • Estate planning last check and draft document review template
  • Extensive video training library
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ORDER NOW
ORDER NOW

The seamless integration into my practice management software has halved the time I spend preparing documents, allowing me to serve my clients more efficiently.

And the Art of Estate Planning Precedents and the TT Precedents Club have made me more confident in delivering testamentary trusts to my clients, and knowing my precedents up to date has reduced a portion of my mental load.

I would highly recommend looking into these precedents.

  Lauren Dunn - Illawarra Estate and Family Law

 

Want a sneak peek?

 
 
 

What other lawyers are saying...

 
 
 
 
 
 

"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

"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

Psst... want free precedent updates and a 10% discount?  

Join us in The TT Precedents Club! 

 

You get:

  • a 10% discount on all precedent packages
  • free precedent updates
  • drafting and strategy support from Tara Lucke
  • a kick ass community of amazing lawyers!
Find out more

The fine print

  • The precedents are provided on an 'as is' basis at the time of your purchase.  You will not receive any updates to the precedents or support with using the precedents unless you join The TT Precedents Club (and why wouldn't you join, you get 10% off!)
  • The documents will be issued as ‘white label’ word documents with no branding
  • 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
  • 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
  • No advice about the application of the documents to your client situation will be provided
  • 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
  •  You can read the full Terms, Disclosure Notice and Cost Agreement here

Frequently Asked Questions

Need more info before you make a final decision?  

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