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Any money or assets you add to an existing testamentary trust will not enjoy the tax and asset protection privileges of a the trust.

A testamentary trust is a trust created by a Will on the death of a Will owner for the benefit of the beneficiary.

Yes, buying a Will online is legal. However, like all Wills, whether you have written it yourself on a napkin, gone to see a lawyer in...

Yes. So long as the Will you are inheriting by includes the appropriate terms that allow for this.

Yes. So long as the Will you are inheriting by includes provisions for the establishment of a testamentary trust.

In most cases, and depending on the terms of the trust, beneficiaries over 18 can decide who the trustee (i.e. the controller or manager)...

The ongoing annual costs of of maintaining a testamentary trust really depends on whether you rely on your accountant or the services of...

What are the TOP 10 things in 2020 that your Aussie Will MUST DO to minimise risk ☔️ and maximise benefit 💰 for you and your loved ones? ​

Yes. All Will Wizard customers receive as part of their portfolio of documents a Pet Guardian Nomination form.