Our estate lawyers can help you with testamentary trust wills and estate planning in Western Australia, providing clear, jargon-free advice to help you understand your options.
We provide fixed-fee testamentary trust will services to individuals and families across Perth and Western Australia who want greater control over how their assets are managed and passed on to their loved ones.
Why choose us?
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Fixed-fee will preparation
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Plain-English, jargon-free advice
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WA estate law expertise
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Comprehensive estate planning, not just wills
What is a testamentary trust will?
A testamentary trust is a trust you set up through your will. It doesn't take effect during your lifetime. Instead, it begins after you pass away, when your assets move into the trust according to the instructions in your will.
You choose a trustee to manage the trust. Your trustee looks after the assets and decides when and how your beneficiaries receive money or other support.
A testamentary trust gives you more control over how and when your loved ones receive their inheritance. The right structure for you depends on your personal circumstances, your family relationships and the types of assets you own.
Why would someone need a testamentary trust will?
A testamentary trust is not only for wealthy families. Many people consider this type of will because they want guidance on how their loved ones receive and manage their inheritance.
A testamentary trust will may be worth considering if you:
- Have young children
- Want to protect your beneficiaries' inheritance
- Have a blended family
- Have a beneficiary who needs help managing money
- Have a larger estate, including investments, super or a family business
- Want flexibility in how your estate is shared
- Are considering mutual wills
Every family situation is different. Our Perth lawyers will help you understand the options available based on your circumstances.
Our Services
Fixed-Fee Testamentary Trust Will Services
Creating a testamentary trust requires careful planning to ensure your wishes are clearly reflected in your will. At Lotus Legal, we take the time to understand your family, your assets and what you want to achieve.
Testamentary trust wills vs standard wills
The right option for you depends on your circumstances, family needs and estate planning goals.
| Standard will | Testamentary trust will |
|---|---|
| Usually distributes assets directly to beneficiaries after death | Creates a trust structure that begins after death |
| Beneficiaries generally receive their inheritance personally | Assets are managed by a trustee for beneficiaries |
| Provides less ongoing control after assets are distributed | Allows more control over how assets are managed and distributed |
| May suit straightforward family circumstances | May suit families requiring additional flexibility or protection |
Why choose Lotus Legal for testamentary trust wills?
Planning your will involves more than preparing legal documents. It involves making decisions about the people and assets that matter most to you.
At Lotus Legal, we provide practical estate planning advice for individuals and families across Perth and regional Western Australia.
When you work with our team, you can expect:
- WA estate planning experience with advice tailored to the Western Australian legal system
- Fixed-fee pricing so you understand the costs before moving forward
- Plain English explanations without complicated legal language
- A personalised approach focused on your family, assets and future plans
- Accessible support from our Balcatta and Rockingham offices, with regional appointments available in areas including Jurien
- Bay and Northam
We take the time to listen, explain your options and help you make informed decisions.
Contact Lotus Legal
Lotus Legal are Will and estate planning lawyers who make the process as pain-free and as easy as possible. We cut through the jargon and provide thoughtful advice tailored to your situation. Our comprehensive estate planning covers everything you need so you can rest assured your family will be taken care of after you’re gone.