Testamentary
Trust
Precedents

Brought to you by
Smokeball and
The Art of Estate Planning

 Testamentary Trust
Precedents

Brought to you by Smokeball and
The Art of Estate Planning

 

 

Supercharge your precedents today,
all with Smokeball integration

The Works Package

$2,250 (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
  • 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

Membership in
The TT Precedents Club

$89 per month

  • 10% discount off The Works package (reduced from $2,500 to $2,250 - your discount is automatically applied at checkout)
  • Free precedent updates for the duration of your membership

  • Weekly group coaching Hot Seats with drafting and strategy support for the precedents

  • Access to a will drafting clause library

  • Quarterly training on technical estate planning topics
  • Access to an on-demand video of library of will drafing FAQs
  • Join a community of elite estate planning lawyers
ORDER NOW
ORDER NOW

The Works
Precedent Package

$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
  • 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

Membership in
The TT Precedents Club

$89 per month

  • 10% discount off The Works package (reduced from $2,500 to $2,250 - your discount is automatically applied at checkout)
  • Free precedent updates for the duration of your membership

  • Weekly group coaching Hot Seats with drafting and strategy support for the precedents

  • Access to a will drafting clause library

  • Quarterly training on technical estate planning topics
  • Access to an on-demand video of library of will drafing FAQs
  • Join a community of elite estate planning lawyers
ORDER NOW

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!

What other lawyers are saying...

 

"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

"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

Want a sneak peek?

 

The fine print

  • The precedents are provided on an 'as is' basis at the time of your purchase.  While you remain a member of the The TT Precedents Club you will receive automatic updates to the precedents

  • The documents will be issued through the Smokeball system 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 for The Works Package here.

  • Read the full Terms of Use for The TT Precedents Club 

Frequently Asked Questions

Need more info before you make a final decision?  

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