Expertise

Testamentary Trust Wills

SPEAK WITH A TESTAMENTARY TRUST LAWYER IN SYDNEY

Testamentary Trust Specialists

We make setting up Wills easy. We have many years of combined experience in this area and are dedicated to guiding you through every step of the process with expert legal counsel.

Comprehensive Range of Services

Whether you’re making a Will or changing one, executing a Will or disputing one, Kells is your cornerstone. Let our expert estate planning lawyers assist you.

Readily Accessible

With strategically positioned offices across Sydney and the Illawarra region, we offer the benefit of convenience and accessibility to our clients in NSW.

Tailored Legal Solutions

We do not make you fit into a “one size fits all” for your estate planning requirements. Instead, we tailor our solutions to meet your unique needs and goals.

Here To Help

Do you want to make sure your assets are protected and passed on fairly to the ones you love? Are you looking to minimise taxes and the cost of administration? Let the Kells team help secure your family’s future with a Testamentary Trust Will.

Wills, Estate Planning & Trusts

Area of Expertise

How Can Our Sydney Testamentary Trust Lawyers Help?

Smarter estate planning is no longer a benefit reserved only for the wealthy. With a Testamentary Trust Will, you can have total control over how your assets are distributed after your death.



A Testamentary Trust Will can help you put in place a well-structured estate plan that effectively protects your assets and helps your family prepare for the future — all while minimising taxes. It also allows you to appoint a trustee and protect your assets from creditors, legal claims or unexpected events.


At Kells, we understand that estate planning is an important and personal process. We are here to guide you from start to finish. Our experienced lawyers can provide you with sound legal advice to help you set up a Testamentary Trust Will tailored to your particular needs and wishes.

Frequently Asked Questions

  • What is a Testamentary Trust Will?

    A Testamentary Trust Will is a smart and effective estate planning tool for managing the future of your hard-earned wealth. Properly drafted, it protects assets and reduces unnecessary tax.


    A Testamentary Trust Will establishes a discretionary trust for each of your beneficiaries. It only comes into existence on your death, and enables your assets to be transferred for the overall benefit of each of your beneficiaries.


    Usually, a Testamentary Trust Will establishes a beneficiary-controlled trust (i.e. the beneficiary is in complete control of their trust / inheritance). This can be tailored to suit your personal circumstances (and your beneficiaries) and can include Protected Trusts, Staggered Release Trusts, Superannuation Death Benefits Trusts and Special Disability Trusts.

  • What are the benefits of a Testamentary Trust Will?

    A Testamentary Trust Will has significant advantages and offers:

    • Protection of family assets
    • Significant taxation opportunities
    • The power to stream income in the most tax-efficient manner
    • Flexibility by giving your executors capacity to more effectively deal with your assets
    • Protection for bankrupt beneficiaries, spendthrift, vulnerable children and exploitation of a disabled beneficiary
    • Some protection in Family Law claims
    • Beneficiaries given the opportunity to receive superannuation in the most tax-efficient manner.

  • Is a Testamentary Will relevant for you?

    A Testamentary Trust Will can be the smarter solution in putting in place a well-structured and considered estate plan.


    For the right professional advice, contact our experienced estate planning lawyers for a consultation.

Get Expert Estate Planning Advice

Do you have any questions or are you looking for the right professional advice? Call us today and let our expert estate planning lawyers assist you.

Wills, Estate Planning & Trusts

Area of Expertise

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