The Works Precedent Package - Solve the Practical - Master your Pricing - Guided Support

Sep 15, 2026

Uploaded by Fez

Estate planning pricing and precedent package describing “The Works” testamentary trust precedents, the associated estate planning pricing toolkit, and an 8-week trial membership in the TT Precedents Club. The package includes precedent scenarios for establishing one or multiple testamentary trusts, cover letters, letter of wishes, workflow checklists, family tree and estate planning flowchart templates, and an extensive video training library. Pricing options include monthly installment and pay-in-full, with details on license terms, updates, trial pause controls, payment plan scheduling, and ongoing clause drafting support.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages11

Reading Time4 min

AccessFree to download

The Works Precedent Package

Solve the Practical

Master your Pricing

Guided Support

Estate Planning Pricing Toolkit

Pricing and Training

8-Week Free Trial Membership in the TT Precedents Club

Membership Features

Frequently Asked Questions

Pricing and Purchasing

Updates and Ongoing Support

THE WORKS PRECEDENT PACKAGE 1. Solve the Practical with The Works Testamentary Trust Precedent Package 2. Master your Pricing with Estate Planning Pricing Toolkit 3. Guided Support with 8 week free trial in the TT Precedents Club PRICE: Pay Monthly $925 x 3 inc. GST Pay in Full $2,775 inc. GST 1.“THE WORKS” PRECEDENT PACKAGE Testamentary trust precedents covering the following scenarios: Establishing one testamentary trust File note templates for an initial strategy meeting, signing meeting and combined strategy and signing meeting Material review template Establishing two or more testamentary trusts Simple will precedent (without a testamentary trust) 3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned 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 Estate planning matter workflow checklist Discretionary trust review checklist Family tree, structure diagram and estate planning flowchart templates Estate planning last check and draft document review template Extensive video training library Flyer-Annual review checklist (white label) Flyer – Excluding Foreign Persons From Your TDT (white label) Flyer-Testamentary trusts (white label) 2. ESTATE PLANNING PRICING TOOLKIT Over 15 pages of estate planning specific cost agreement clauses to protect your firm Executor remuneration and commission consent template Plug and play price list templates in Word and Canva Break-even price excel calculator Value pricing questionnaire 3 hours of pricing training 3. 8WEEK FREE TRIAL MEMBERSHIP INTHETT PRECEDENTS CLUB 1 Lawyer + 1 Plus One Member Quarterly technical webinars Weekly Live Hot Seat Q&A every Thursday Discounts on Art of Estate Planning precedents Clause drafting support Be part of an Australian wide referral network Client strategy review Build connections and network with our private Facebook Group community Will drafting clause library Searchable database of previous weekly hot Free precedent updates while a member seats for problem solving estate planning issues 4. FREQUENTLY ASKED QUESTIONS Pricing and Purchasing Is the precedent price an annual cost ora one-off investment? It is a one-off investment. The licence to use the templates is indefinite, with no ongoing costs to use the precedents ( after you complete your payment plan, if applicable). The TT Precedents Club monthly membership is separate and optional, and only applies if you elect to continue after your 8 week free trial. How does the payment plan work? The payment plan works as follows: 1) The first payment of $925 is taken when you purchase the precedents. You receive full access on purchase. 2) The second payment of $925 is taken 1 month later. 3) The third payment of $925 is taken 1 month after that (2 months after the purchase date). Can I pay via bank transfer? Bank transfer is available for the full payment option only. If you would like to pay in full by bank transfer, send us an email [here:](here: hello@theartofestateplanning.com.au and we will)[ ](here: hello@theartofestateplanning.com.au and we will)[hello@theartofestateplanning.com.au](here: hello@theartofestateplanning.com.au and we will)[ and we will](here: hello@theartofestateplanning.com.au and we will) set it up for you. 4. FREQUENTLY ASKED QUESTIONS Updates and Ongoing Support Do you issue updates to the precedents? Yes. Updates are available while you are a member of the TT Precedents Club. If you do not join the TT Precedents Club after your free trial ends, you can always re-join in the future ( even for as s hort as one month) to receive the latest precedent edition

FAQs

Is the precedent price an annual cost or a one-off investment?

It is a one-off investment. The licence to use the templates is indefinite with no ongoing costs for using the precedents. TT Precedents Club monthly membership is separate and optional after the free trial.

How does the payment plan work?

The first $925 is taken when purchasing, with full access immediately. The second and third $925 payments are taken one month apart, with the third taken two months after the purchase date.

Do you issue updates to the precedents?

Yes, updates are available while a member of the TT Precedents Club. If you do not join after the free trial ends, you can re-join later to receive the latest precedent editions available at that time.

Sep 15, 2026

Uploaded by Fez