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Long Term Inheritance Protection
Inheritance Protections Can Last 80 Years
Will Wizard® allows family members to manage their inheritance in a testamentary trust that they personally control, providing important protections and financial advantages that can last for 80 years across generations.
A testamentary trust has special powers and can only be created by a Will on the death of the Will owner. They are simple and inexpensive to operate, and they essentially become a beneficiary’s ‘personal bank’, and are exactly how smart Aussies help keep inherited wealth in the family long term.
Will Wizard® helps protect inheritances from:
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A relationship breakdown or divorce;
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A bankruptcy;
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Being sued professionally;
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A business failure or creditors;
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Other money problems;
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A mental health issue;
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A drug or gambling addiction.
Will Wizard® provides opportunities to reduce tax on inheritances:
