Testamentary Trust
Precedent Packages

I know that choosing your precedents is a very personal decision.

You need to be 100% comfortable with the templates before you jump in. 

Plus it's a big investment to change precedents. 

That's why I made a demonstration video for you so you can get a feel for the layout, drafting style and content of the testamentary trust will precedents. 

Want to see?

 

Yes please!

Choose your package

Just the TT Will

$1,100 (inc GST)

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Cover All Bases

$1,650 (inc GST)

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The Works

$2,500 (inc GST)

ORDER NOW

Just the TT Will Package

$1,100 (inc GST)

  • Testamentary trust precedents covering the following scenarios:

    • Establishing one testamentary trust

    • Establishing two or more testamentary trusts

Cover All Bases Package

$1,650 (inc GST)

  • Testamentary trust precedents covering the following scenarios:
    • Establishing one testamentary trust
    • Establishing two or more testamentary trusts
  • Simple will precedent (without a testamentary trust)
  • Cover letter sending draft documentation
  • Cover letter sending documentation for signing
  • Cover letter after signed documents have been returned
  • Annual review checklist
  • Powers to include in a financial power of attorney
  • Letter of wishes template

The Works Package

$2,500 (inc GST)

  • Testamentary trust precedents covering the following scenarios:
    • Establishing one testamentary trust
    • Establishing two or more testamentary trusts
  • Simple will precedent (without a testamentary trust)
  • 3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned
  • Annual review checklist
  • Powers to include in a financial power of attorney
  • Letter of wishes template
  • Estate planning instruction sheet for individual and couple client
  • Meeting agenda templates for an initial strategy meeting, signing meeting and
    combined strategy and signing meeting
  • File note templates for an initial strategy meeting, signing meeting and combined
    strategy and signing meeting
  • Material review template
  • Estate planning matter workflow checklist
  • Discretionary trust review checklist
ORDER NOW
ORDER NOW
ORDER NOW

Psst... want a 10% discount?  

Join us in The TT Precedents Club! 

 

You get:

  • a 10% discount on all precedent packages
  • free precedent updates
  • drafting and strategy support from Tara Lucke
  • a kick ass community of amazing lawyers!
Find out more

What other lawyers are saying...

 

"Thank you, Tara!

I am so happy with these and wish I did it sooner! 

So much better than the precedents I’ve been fighting with to date!" 

Naomi, Lawyer

"I thought I would pass on some feedback from an accountant I was working with. They said that the TT (your precedent) was one of the easiest to understand TTs they have ever seen, and made their job in setting up/assisting in running the TT so much easier!  I absolutely love the docs too!

Jono, Lawyer

Want a sneak peek?

 

The fine print

  • The documents will be issued as ‘white label’ word documents with no branding by the Nexus Law Group
  • You must not resell or provide the documentation to any person for any purpose other than for the purpose of providing estate planning documentation to your clients
  • You indemnify the Nexus Law Group from all actions, suits, claims, demands, liabilities, costs, expenses, loss and damage (including legal fees on a full indemnity basis) incurred or suffered by you or the Nexus Law Group as a direct or indirect consequence of using the documents
  • No advice about the application of the documents to your client situation will be provided
  • Nexus Law Group holds no responsibility for the use of the documentation for your clients or the advice provided with the documentation to your clients
  • An index of variables will be provided with the documentation
  • You can elect to receive the documents:
    (a) With coding for Actionstep - you are responsible for any further document automation required to introduce the documents into your Actionstep system

    (b) With no coding - you are responsible for any document automation required to introduce the documents into your system

 

 

Need more info before you make a final decision?  

Submit enquiry