Family Trust Succession Precedents
Help your clients secure the succession of their family trust with ease
the problem
So you've got your wills, testamentary trusts and attorney precedents sorted but you're not feeling confident when it comes to preparing succession documents your clients' family trusts?
I'M HERE TO CHANGE THAT
This precedent pack includes:
- deed of succession for the role of appointor/principal/guardian/trustee
- deed of retirement and appointment for the role of appointor/principal/guardian
- deed of variation to update the succession mechanisms for the role of appointor/principal/guardian/trustee
- a template letter summarising the recommendations following a review of a trust deed in relation to the succession of the role of appointor/principal/guardian/trustee
- a template covering letter for the deed of variation and deed of successor
- detailed user notes
- a 1 hour training video by Tara Lucke explaining the precedents
Psst... want free precedent updates and a 10% discount?
When it comes to trust succession, you've got questions.
Can you just nominate a successor appointor/principal/guardian/trustee in the will, or do you need to prepare a separate deed?
What do you do if the trust deed doesn't allow a successor to be nominated, or only deals with death but not incapacity?
The in-depth training included in this precedent pack covers the best practice recommendations for succession of discretionary trusts, which approach to use in particular scenarios, as well as tips and tricks based on recent case law for preparing the necessary legal documents.
Feel confident with your client recommendations and know that you have the tools to prepare the right documents
- deed of succession
- deed of variation
- user notes
- deed of retirement and appointment
- template letters
- training videos
GET STARTED NOW
Hear what our customers have to say
"I just wanted to let you know that I am working on my first trust succession matter since purchasing your precedents and I can’t believe how much more confident I feel now that I have such an excellent precedent. It has made a massive difference to the level of service I can offer clients" - Claudia, Lawyer
"I just bought the Family Trust precedent pack for my team. They will be so excited. I was going to do a training session with them next month because at the moment I do all the trust reviews etc. Now I will have some shiny precedents for them. Thanks Tara" -
Adele, Lawyer
Is this pack right for you?
- You are an Australian lawyer
- Your estate planning clients have discretionary trusts
- You don't feel confident using your trust succession precedents
- You don't have time to maintain your trust succession precedents
- You want to feel more confident with your trust succession recommendations
Want a sneak peek of what's inside?
FAQs
What's the fine print?
Can I get access to updates that you make to the precedents?
Can you help me with drafting questions when using the precedents?
Do the precedents integrate with any practice management software?
Can I customise the precedents after I buy them?
Are the precedents appropriate for all Australian States and Territories?
Need more info before you make a final decision?
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