07 November 2019 - Wills and Testamentary Trusts

Finally, after what seems like decades I have finally built a simple, quick and effective solution for accountants and financial planners to create Wills and Testamentary Trusts for their clients. If you have been to an estate planning lawyer a simple will generally costs upwards of $500 and one with testamentary trusts over the $1,000 mark. Taking control of that process within the accounting or planning firm provides certainty in product, certainty in delivery time and certainty on the underlying strategies underpinning the Wills and TT.