TESTAMENTARY TRUST PRECEDENTS - Disclosure notice and costs agreement - Schedule 1-3 - contract terms

Sep 15, 2026

Uploaded by Aldword

A testamentary trust precedents disclosure notice and costs agreement setting out contractual terms between the client and The Art of Estate Planning Pty Ltd as trustee for The Sunshine Trust. The agreement covers electronic information consent, acceptance of the service offer, and acknowledgement of the required disclosure notice and costs agreement. It defines key document terms, identifies responsible persons, applies Queensland legal framework for costs, and explains fixed-fee pricing, invoicing, rights to negotiate costs, and the availability of related legal cost information resources.

LanguageEnglish

CategoryLetters

FormatPDF

Pages11

Reading Time4 min

AccessFree to download

Schedule 1-Price List

Schedule 2-Disclosure Notice

Disclosure Notice

Services

Person/s responsible for the work

Applicable law

TESTAMENTARY TRUST PRECEDENTS These terms and conditions (Terms) are the contract between you as the client (you or your) and The Art of Estate Planning Pty Ltd ACN 627 545 822 as trustee for The Sunshine Trust trading asthe Art of Estate Planning ABN 69 195 087 765 (us, our or we) . If you purchase the Services from our Site, you: 1. consent to us providing information to you electronically, including the written disclosures required under the LPA; 2. accept the offer as set out in these Terms and agree to be bound by these Terms; and 3. acknowledge that you have received the Disclosure Notice and the Cost Agreement. Please read this document carefully and save it. If you do not agree to be bound by these Terms, you should leave the Site immediately. Within this document the following terms have the following meaning: Associates has the meaning set out in the Income Tax Assessment Act 1997 (Cth) . Cost Agreement is the document set out in Schedule 3. Disclosure Notice is the document set out in Schedule 2. LPA means the Legal Profession Act 2007 (Qld) . Precedents means the documents provided to you pursuant to the relevant package purchased, as described in the Price List. Price List is the document set out in Schedule 1. Services means the provision of the Precedents as set out in the Price List. [Site](Site means www.taralucke.com.au)[ means](Site means www.taralucke.com.au)[ ](Site means www.taralucke.com.au)[www.taralucke.com.au](Site means www.taralucke.com.au) and [https://theartofestateplanning. mykajabi.com](https://theartofestateplanning. mykajabi.com). SCHEDULE 1-PRICE LIST TESTAMENTARY TRUST PRECEDENTS | Just the TT Will | Cover All Bases | | The Works | | --- | --- | --- | --- | | $1,300 (inc GST) | $1,850 (inc GST) | | $2,750 (inc GST) | | • Testamentary trust precedents covering the following scenarios:
o Establishing one testamentary trust
o Establishing two or more testamentary trusts
• Simple will (without a testamentary trust) | • Testamentary trust precedents covering the following scenarios:
o Establishing one testamentary trust
o Establishing two or more testamentary trusts
• Simple will (without a testamentary trust)
• Cover letter sending draft documentation
• Cover letter sending documentation for signing
• Cover letter after signed documents have been returned
• Annual review checklist
• Powers to include ina financial power of attorney
• Letter of wishes template | •
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• | Testamentary trust precedents covering the following scenarios:
o Establishing one
testamentary trust
o Establishing two or more
testamentary trusts Simple will (without a testamentary trust)
3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned Annual review checklist
Powers to include in a financial power of attorney
Letter of wishes template Estate planning instruction sheet for individual and couple client Meeting agenda templates for an initial strategy meeting, signing meeting and
combined strategy and signing meeting
File note templates for an initial strategy meeting, signing meeting and combined
strategy and signing meeting Material review template Estate planning matter workflow checklist
Discretionary trust review checklist | SCHEDULE 2-DISCLOSURE NOTICE 1. Disclosure Notice 1.1 This Disclosure Notice contains important information about your rights under the LPA and discloses information that we are required to provide to you by the LPA about your rights and the costs of our Services. 1.2 Please read this disclosure notice before accepting: 1.2.1 our offer to provide you with the Services; and 1.2.2 the Terms which apply to the provision of the Services. 1.3 Schedule 3 sets out the Costs Agreement applying to the Services. You have the right to negotiate a costs agreement with us before you

FAQs

What must a client do before accepting the services and terms?

The client must read and accept the disclosure notice and the terms that apply to the provision of the services. The client also consents to electronic delivery of required written disclosures.

How are the service costs calculated and invoiced?

Service costs are calculated on a fixed-fee basis as set out in the price list. The company invoices the client in accordance with the fixed price in the price list.

What rights does the client have regarding the costs agreement?

The client has the right to negotiate a costs agreement before accepting it and has the right to seek independent legal advice about the costs agreement.

Sep 15, 2026

Uploaded by Aldword