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    Ensure Your Legacy Lives On With Testamentary Trust Will

    Secure your family's future, and ensure your assets are managed wisely and distributed according to your wishes, leaving a lasting legacy for generations to come.

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    Build a lasting legacy with a Testamentary Trust Will

    At My Estate Planner, we understand the importance of creating a testamentary trust will to establish a lasting legacy for you and your loved ones. It provides you with a powerful solution for preserving and managing your assets, while ensuring your desires are aligned and your beneficiaries are protected.

    Let us assist you in creating a comprehensive estate plan that will ensure your joint vision is carried out. 

    Draft My Testamentary Trust Will

    Establishing a testamentary trust has given me the confidence that my assets will be managed and distributed to my wishes, providing for financial well-being of my family after I'm gone."

    - David Collins

    Why Choose A Testamentary Trust Will?

    Enhanced asset protection with a testamentary trust will, highlighting the importance of safeguarding your assets for the benefit of your loved ones

    Enhanced Asset Protection

    A Testamentary Trust Will allows you to protect your assets by placing them in a trust. This provides an additional layer of security and control, ensuring that your assets are managed and distributed according to your specific instructions.

    Ensuring the financial wellbeing of your loved ones with a testamentary trust, emphasizing the ability to provide ongoing financial support and protection

    Ensuring Financial Wellbeing Of Your Loved Ones

    With a Testamentary Trust Will, you can provide ongoing financial support for your beneficiaries, such as children or dependents. By designating a trustee to oversee the trust, you can ensure that the financial needs of your loved ones are met even after you're gone.

    Minimizing tax implications with a testamentary trust wil, underscoring the benefits of strategic estate planning to mitigate tax burdens and maximise the value of your estate

    Minimizing Tax Implications

    A Testamentary Trust Will can be structured in a way that helps minimize tax implications for your estate. By strategically allocating assets and utilizing available tax exemptions, you can potentially reduce the tax burden on your beneficiaries.

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    How Does It Work?

    First step is filling out necessary information or documentation to start the process

    Simple Will Preparation

    Begin the process by completing our simple online form, providing us with the necessary information to help us write a customized Testamentary Trust Will that reflects your joint wishes and intentions accurately.

    Clarity meeting where personal interaction and discussion take place

    Review and Confirm

    We will review your answers to ensure accuracy and clarity. If any clarifications or additional information are needed, we will reach out to you promptly.

    Engagement step where we make important agreements and commitments

    Finalize and Sign

    Once your will is prepared, we will present you with the final draft for you to review and sign.


    Write Your Will With C.A.R.E. To Ensure Your Legacy Is Honored And Secured

    Take control of your legacy with our Will services. We offer expert guidance and support, empowering you to create a will that reflects your true wishes. Our C.A.R.E system of Writing Wills is set in place to ensure we protect you.

  • ollect information including assets, liabilities, wishes and legacies

  • dvise and Assign a case worker to write the Will

  • eview of the draft Will by You

  • xecution of the Will in our presence

  • Your peace of mind is our priority. With our compassionate and professional approach, we are committed to helping you safeguard your legacy.

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    Empower Your Legacy With Trust and Security

    Safeguard your assets and leave a lasting impact through a trust-based approach to estate planning, with our Testamentary Trust Will services.

    What Is A Testamentary Trust Will?

    A Testamentary Trust Will is a legal document that combines the benefits of a Last Will and Testament with the inclusion of one or more trusts. It allows you to specify how your assets will be managed and distributed for the benefit of your beneficiaries after your passing.

    What Is The Purpose Of Testamentary Trust Will?

    The purpose of this type of Will is to provide long-term financial protection and control over the distribution of your assets. It can help protect assets from mismanagement, creditor claims, and ensure a structured approach to inheritance.

    How Does A Testamentary Trust Will Work?

    A Testamentary Trust Will is created upon a death of the testator (the person making the will). The assets designated for the trust are managed by a designated trustee according to the terms specified in the Testamentary Trust Will, for the benefit of the named beneficiaries. 

    Who Can Benefit From A Testamentary Trust Will?

    From Testamentary Trust Wills can benefit various individuals, including minor children, individuals with special needs, and beneficiaries who may require financial guidance or protection. This allows you to provide for their needs while maintaining control over how the assets are used.

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    Can I Change Or Update A Testamentary Tust Will?

    Yes, you can change and update your Testamentary Trust Will during your lifetime as long as you are mentally competent to do so. It's important to review and update your estate plan periodically to ensure it aligns with your current circumstances and wishes.

    Do I Need A Lawyer To Create A Testamentary Trust Will?

    While it is not required to have a lawyer, it is highly recommended to consult with an experienced estate planning attorney. They can provide guidance, ensure your Testamentary Trust Will meets legal requirements, and help tailor it to your specific goals and needs.

    At My Estate Planner, we are driven by a heartfelt mission to safeguard your wishes and secure the future of your loved ones. With our expert probate, will, and estate planning services, we provide the support and guidance you need to navigate these important matters with confidence and peace of mind. 


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