$300.00 AUD

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Testamentary Trust Starter Pack

This pack contains all the tools you need to have effective conversations with your clients about testamentary trusts.

We’ve packaged up practical client communication resources like videos, newsletter templates and meeting handouts, together with in-depth training resources so you can feel 100% confident explaining and recommending testamentary trusts to your clients.

Within this pack you'll find:

  • A 12 minute client centric video that you can show to your clients explaining in plain language why they should use a testamentary trust in their will (you can see a 1 minute teaser for this video above)

  • A template article that you can use in your newsletter/website/email material about testamentary trusts

  • A flyer template that you can co-brand and give to clients explaining testamentary trusts

  • A long form video explaining the technical and practical elements of testamentary trusts which an adviser must know

  • Testamentary trust decision making cheat sheets




What People Are Saying:

I purchased the TT Starter Pack and found it to be excellent value, as a lawyer practising in this area. I have shared your video with clients to consolidate what we talk about in our first conference. And, am just now re-reading your content that can be co-branded. I will write my own, but am using yours as a checklist of what would make it a complete info doc.

Lucy - Lawyer

I just watched the videos and reviewed the material. Gold star for me!

Kirsty - Lawyer