Protect Your Assets and Control How They’re Distributed
A Testamentary Trust is a powerful tool for protecting your estate, managing assets for vulnerable beneficiaries, and providing long-term tax advantages for your heirs.
What’s included
-
Legal advice on whether a testamentary trust is appropriate
Drafting of testamentary trust provisions in your Will
Appointment of trustees and guidance on trustee powers
Advice on beneficiary control and flexibility
Plain-English explanations and trustee checklists
🔄 How It Works
Initial Strategy Session – We understand your family structure and asset profile.
Drafting – We prepare a custom Will with testamentary trust provisions.
Review – You review the terms and we finalise the document.
Signing – We provide proper execution guidance.
Legal Documents We Offer🧾
Will with Testamentary Trust
Directs assets to be held in trust post-death.Guardian Appointment
Includes authority over minor children if relevant.Trustee Guidance Letter
Outlines your wishes to the appointed trustee.
Frequently Asked Questions
-
To protect young or vulnerable beneficiaries, reduce tax on income distributions, and safeguard assets from divorce or bankruptcy.
-
Yes – many people appoint a trusted family member or professional advisor. We help you consider the pros and cons.
-
Slightly – but the benefits far outweigh the extra planning required. We make the process clear and manageable.