Guide to Testamentary Trust and Data Capture

In this guide, Grant Abbott from LightYear Docs introduces you to a testamentary trust which is common used in estate planning. 

A testamentary trust (“TT”) is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s beneficiaries from creditors, family law actions and, at the same time, provide flexibility in relation to the distribution of the estate. In essence, a testamentary trust, or multiple testamentary trusts, is a trust that arises from the estate of the deceased and its terms are contained in the Will.

Check out Grant's Guide to Testamentary Trusts with the attached file that includes the data capture. 

Guide to Testamentary Trust