Description

DIY Testamentary Trust

If you are considering creating an extra layer of protection over your assets and beneficiaries upon your death, then it is best to prepare a Testamentary Trust. The AussieLegal DIY Testamentary Trust is designed to help individuals create a trust in their Will, ensuring their financial future of their beneficiaries.

Knowing that you have a valid Testamentary Trust can give your beneficiaries:

• Better flexibility and control over their inheritance
• Taxation advantages
• More protection of the assets from any financial or other difficulties

We regularly review and update our kits to ensure they are current and comply with Federal and State legislation. However, our DIY Testamentary Trust does not include legal guidance from an independent estate planning lawyer. While you are not required to obtain legal advice for your trust to be valid, consulting an estate planning lawyer will ensure the trust achieves what you intend it to do.

AussieLegal offers a range of estate planning products designed specifically to comply with State legislation in New South Wales. This includes our DIY Legal Will, DIY Powers of Attorney and DIY Enduring Guardianship.

Before you order, CALL our FREE Helpline at 1300 728 200 to discuss your situation. 

HOW DOES IT WORK?

1. ORDER: Select your State then click “Add to Cart,” verify your order then click “Proceed to Checkout.” Choose your preferred payment option—direct by credit/debit card, thru Xero Invoice, or a pay-later option thru AfterPay.
2. CONFIRM: Check your inbox for the confirmation email and follow the instructions to download the information leaflet and DIY Testamentary Trust template.
3. CREATE: Edit the template following the easy step-by-step guide.
4. UPGRADE: You can upgrade to our Testamentary Trust Plus at any time and receive a full refund on the DIY Testamentary Trust.

Upgrading to the Testamentary Trust Plus gives you a personal discussion with an experienced estate planning lawyer. Thus, you can have peace of mind that your wishes and circumstances are considered properly. In addition, having legal guidance can help increase the protection of your assets and beneficiaries from potential disputes and claims.

Call our FREE Helpline at 1300 728 200 for a quick NO OBLIGATION discussion. You can also email us at enquiries@aussielegal.com.au to schedule a call at your convenience.