Testamentary trust estate plan

Testamentary trust estate plan

Price:  Single $2,420      Couple $3,630  with "mirror" documents 

This is a fixed price service including legal review and tailoring (if required)

Estate planning is so much more than a will. Company structures, blended families, family trusts and business interests may all need special attention.  Using a testamentary discretionary trust can seriously enhance and protect the value of gifts to loved ones.

The leading edge SUPERCentral platform also allow us to provide estate planning services in a fixed price solution that provides for an adviser fee for service component.

You may also choose to use our adviser client referral service - where we keep you informed throughout the estate planning process and your client's estate planning documentation is retained in your firms online account for future reference and update.

The estate planning documents we provide are information rich and carefully detailed to provide all the information needed to fully understand the client's estate plan.

Our estate planning lawyers are also available to answer your queries throughout the estate planning process and we can arrange to meet with you and/or your client either in our Sydney offices or via a web-based meeting service from the advisers offices.

What's included:

  • Will including testamentary discretionary trust(s)
  • enduring power of attorney
  • appointment of enduring guardian
  • binding death benefit nomination (for dealing with SMSF benefits)
  • memorandum of wishes (to provide non-binding special instructions to executors)
  • living will
  • advice on all these documents

For more information as to how this unique advisor based service may assist you in driving a successful estate planning practice, please call our office on 02 8296 6266