It’s time to level up your estate planning resources, and you’re in the right place. 

We recommend our Works Precedent Package Promotion.

We’ve already built the system - you just plug it in.  Here's what is included:  

  1. The Works Precedent Package 100% compliant testamentary trust precedents, with coding for Smokeball, LEAP, Clio and Actionstep, which have been tried & tested by over 670 law firms around Australia   
  2. Estate Planning Pricing Toolkit  A pricing toolkit to stop the second-guessing. I’m talking calculators & training which tell you exactly what to charge, cost agreement terms to protect yourself, and price list templates that you can simply rebrand 
  3. BONUS: 8 weeks in the TT Precedents Club  we’ll hold your hand with weekly Q&A support, clause drafting, client strategy feedback, free precedent updates & our incredible supportive community  

Want the full breakdown of what's included? Click here to see all the details. 

Pay in Full
Pay in Instalments

 

 

It’s time to level up your estate planning resources, and you’re in the right place.

We recommend our Complete Testamentary Trust Solution. 

We’ve already built the system — you just plug it in.  Here's what is included:

  1. The Works Precedent Package 100% compliant precedents, with coding for Smokeball, LEAP, Clio and Actionstep, which have been tried & tested by over 670 law firms around Australia 
  2. Estate Planning Pricing Toolkit  A pricing toolkit to stop the second-guessing –  I’m talking calculators & training which tell you exactly what to charge, cost agreement terms to protect yourself, and price list templates that you can simply rebrand 
  3. Testamentary Trusts: The Essential Guide  A self-paced online course with everything you need to know about testamentary trusts - from the fundamental theory, drafting techniques and strategies, to the practical aspects of selling the benefits to clients.  This course will build your confidence and fill any knowledge gaps. With lifetime access, it will become your firm’s testamentary trust bible 
  4. 12 months in the TT Precedents Club  we’ll hold your hand with weekly Q&A support, clause drafting, client strategy feedback, free precedent updates & our incredible supportive community  

Want the full breakdown of what's included? Click here to see all the details.

 
Pay in Full
Pay in Instalments