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.

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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

  1. Initial Strategy Session – We understand your family structure and asset profile.

  2. Drafting – We prepare a custom Will with testamentary trust provisions.

  3. Review – You review the terms and we finalise the document.

  4. 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.