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Testamentary trust Wills

Testamentary trust Wills

Testamentary trusts are one of the most powerful estate planning tools available.

Many people choose to include testamentary trusts in their Will because of the asset protection and tax savings they can provide. 

Our lawyers will help you understand how a testamentary trust Will can benefit you and your family. 

Book a consultation to get started.

Book now

Why make a testamentary trust Will?

A testamentary trust Will can:

Save your family tax after you die.

Enable someone else to manage the inheritance of minors or beneficiaries who don't have good money management skills.

Protect your inheritance from divorce and bankruptcy risks.

Give your family the best chance to preserve the inheritance you leave them.

Our estate planning process

Initial consultation
We'll discuss your estate planning objectives and begin to develop tailored succession strategies for you and your related entities. After the consultation we will give you a quote for diagnostic services (step 2) or document preparation (step 3).
01
Diagnostic service
If you have a business, trust, company or SMSF we will review your documents and prepare a written plan to make sure that the right people gain ownership and control of the entity. We’ll have a second meeting to explain the results and discuss strategy options.
02
Document preparation
We'll prepare your Will and other documents to give effect to your wishes. We’ll meet with you to review the drafts, answer any questions and make sure you are happy with the documents.
03
Document signing
We’ll meet with you to sign and witness the documents.
04
Store your Will
We can store your Will free of charge in our in-house secure document storage facility.
05

Ready to protect
your legacy?

Start with a consultation with our expert lawyers where we’ll discuss your needs and come up with a plan and a fixed price quote.
Book now
our services

How we can help you

Let’s start by understanding your needs – book a consultation to get started.

Testamentary trust Will

From $3,000 single / $4,000 partners

Need a testamentary trust? Start by booking an estate planning conference with one of our lawyers. We’ll help you understand how a testamentary trust will benefit your family and will give you a tailored, fixed-price quote.

Book now

Business succession diagnostic advice

From $2200

We’ll help you to develop a written strategy to deal with assets you own or control in a way that will minimise tax and protect your assets and preserve your legacy after you die.

Start by booking an estate planning conference with one of our lawyers.

Book now

Estate planning conference

$440

Start with a consultation where we’ll develop an estate planning strategy to help you get your affairs in order. After the consultation we will give you a fixed price quote for the preparation of your Will, testamentary trusts and any other documents you need to give effect to your wishes.

Book now
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From our blog

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What is estate planning?
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What is a binding death benefit nomination (BDBN)?
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Who will benefit from including a testamentary trust in their Will?
If you tick any of the following boxes, then you should consider using a…
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A few disadvantages of testamentary trusts
Control The trustee of a discretionary trust generally has complete discretion to determine who…
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Testimonials

What our clients say

Thanks for today Michael. We really appreciated your assistance and kind and approachable demeanour.
WA financial planner
October 31, 2024
Booking process was very good with useful references & information. Highly professional support & service, very cIear explanations & answers to any questions. Thanks for the excellent services.
August 12, 2024
Lucy, Thank you for meeting with me yesterday – as I said very illuminating and great to review and clear the complexity and arrive at simplicity, at least as far as the legal system will allow it
Mr G - Estate Planning Client
July 12, 2024
Our experience was excellence! Sean was very thorough and clearly explained the Wills, EPOA and EPOG processes. He took into consideration our queries with straight forward understanding.
J & J Cooper
July 12, 2024
Isla was a great help to us when we rang to confirm the company’s bank details. As new internet banking users, Isla was very patient with us.  
Tony and Karen - Wills Clients
July 12, 2024
I had a great experience; my Will was processed with efficiency and care. Thank you Sean for all your help.
Tracey Cunningham
July 8, 2024

Meet our team

We’re a tight-knit, multi-disciplinary team of lawyers, legal executives, accountants and software developers.  We’re also passionate community leaders, sportspeople, podcasters, musicians, parents… and proud that these interests inform our professional lives.
Michael Hodgkins
Legal Practitioner Director
Michael is an experienced succession and property lawyer and has served the Western Australian community as a legal practitioner for over 27 years at Curae Law.  Michael has represented clients, both in and out of court, in matters spanning……
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Lucy Dickens
Legal Practitioner Director
Lucy leads our non-contentious Wills and estates team to provide easy to understand succession and estate administration advice. As well as practising law, she brings together people, technology and processes to design and deliver our innovative legal services. Lucy,……
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Sean McMurdo
Lawyer
Sean is a dedicated lawyer within the wills and probate team, specialising in guiding individuals through the intricacies of legal matters such as wills, powers of attorney, and powers of guardianship. In the realm of estate planning, Sean offers……
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Why choose us

We provide great service at competitive prices.
01.
We make it easy for you

Our experienced lawyers offer practical guidance at every step. We’ll help you develop an estate plan tailored to your needs.

02.
Friendly and efficient service

We’ll anticipate your needs and exceed your expectations. Read what thousands of our happy clients say.

03.
Fixed prices

Whether you need a simple Will or a comprehensive estate plan, we’ll give you a fixed price quote in advance.

(08) 9220 4433
Make an appointment

Arrange a consultation with one of our friendly and experienced team members.

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