The Moat and Castle

The Moat and Castle is an advanced Succession, Asset Protection and Estate Planning Strategy Automation. It consists of up to 25 separate documents bundled into one interview process.

► Provided under Strategist membership.

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

To create a successful barrier for a clients family wealth there need to be a comprehensive strategy and set of documents requiring perfect implementation and compliance.  The Moat and Castle is a Succession, Asset Protection and Estate Planning Strategy Automation that builds a range of documents for clients including:

• The Protector
• SMSF Will
• Simple Will
• Will with testamentary trust
• Upgrade of discretionary trust to leading member discretionary trust
• Upgrade of SMSF to leading member SMSF
• Upgrade of SMSF to LightYear Docs SMSF
• Upgrade of trustee companies for both discretionary trust and SMSF
• Establishment of a family allowance and also dependancy declaration
• Re-establishment of an account based pension with generational reversions
• Enduring powers of attorney
• Establishment of successor director provisions

• Provides a detailed one interview format
• Covers more than 20+ documents
• An all in one - Succession, Asset Protection and Estate Planning Strategy
• Highly suggested to watch the Moat and Castle training video on the LightYear Docs Strategy Centre
• Full technical and strategy support from Abbott & Mourly lawyers

Is this document a legal document?

All master documents have been signed off by Abbott & Mourly lawyers. Tony Anamourlis of Abbott & Mourly advises that “at no time, due to inbuilt legal protection and security measures can a user change or amend a document on the LightYear Docs platform that has been signed off by a practicing solicitor. To do so would result in the user drafting a document of a legal nature and engaging in the provision of legal services. In addition, it would be a breach of copyright. In our opinion when completing the form fields through the LightYear Docs platform, users and their employees are merely carrying out an administrative task which is not the provision of legal advice.”

However in some complex areas such as the insertion of a varied range of client instructions into a Will or other such documents the user must be mindful of the extent to which a document is being drafted by the user rather than merely the administrative task of completing a form where the relevant fields are inserted into the reviewed and signed  legal document provided by Abbott & Mourly.

The above advice is born out of numerous cases dating back to Re Sanderson, Ex parte Law Institute of Victoria [1927] VLR 394, 397 where the Court held:

“if a person does a thing usually done by a solicitor, and does it in such a way as to lead to the reasonable inference that he is a solicitor – if he combines professing to be a solicitor with action usually taken by a solicitor – I think he then does act as a solicitor.”

Likewise in ACCC v Murray (2002) 121 FCR 428, 448 where Murray was building a franchise business that involved the legal writing and drafting of Wills from scratch based on the client’s personal circumstances.  The Court held that this process was legal work.

Is the document easy to read?

All LightYear Docs products are written in plain English and assessed for readability. If at any time you come across any errors, please contact support@lightyeardocs.com.au.

What lawyers sign off on the LightYear Docs documents?

All LightYear documents are prepared and signed off by Abbott & Mourly from Melbourne, Sydney and Brisbane.

Are the LightYear Docs documents reviewed regularly?

All LightYear Docs documents form part of the LightYear Docs internal review process. We review all documents at least annually or when required to do so due to changes in legislation. Further details of this process and a review schedule is include on this website.

What happens to any existing documents once upgraded with the Moat and Castle?

The new document will take precedence over an existing document provided it is properly executed.

Do you have details on The Moat and Castle - Succession, Asset Protection and Estate Planning Strategy Automation?

There are a whole range of documents with The Moat and Castle - Succession, Asset Protection and Estate Planning Strategy Automation so you may want to break down the strategy into separate parts to discuss with clients.

What documents are included in The Moat and Castle - Succession, Asset Protection and Estate Planning Strategy Automation?

• The Protector
• SMSF Will
• Simple Will
• Will with testamentary trust
• Upgrade of discretionary trust to leading member discretionary trust
• Upgrade of SMSF to leading member SMSF
• Upgrade of SMSF to LightYear Docs SMSF
• Upgrade of trustee companies for both discretionary trust and SMSF
• Establishment of a family allowance and also dependancy declaration
• Re-establishment of an account based pension with generational reversions
• Enduring powers of attorney
• Establishment of successor director provisions

How long does this document take to assemble?

Depending on the complexity of the data, this document should take approximately 5-10 mins to assemble. If you experience timing outside of this please contact Support via the Surge app, alternatively please read this article for troubleshooting tips https://info.lightyeardocs.com.au/supportcentre/troubleshooting-longer-assembly-times-timeouts .