Testamentary Trusts

Crownmark Lawyers provides advice on testamentary trusts, assisting clients to understand when such structures may be appropriate and how they operate within an overall estate plan. Our approach is measured and practical, focused on ensuring trusts are structured clearly and aligned with the client’s objectives.

Testamentary trusts may be used to manage distributions over time, protect assets for minors or vulnerable beneficiaries, or address blended family circumstances. We advise clients on trustee appointments, powers and discretions, and how trust provisions interact with taxation and superannuation considerations.

Where a testamentary trust is appropriate, we assist with drafting and integrating the trust into a broader will and estate plan. In suitable matters, advice may be offered on an agreed, fixed-fee basis through Crownmark Assured Pricing (CAP), providing clarity around scope and costs.