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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. 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Solve the Practical  \nwith  \nThe Works Testamentary Trust Precedent Package  \n2. Master your Pricing  \nwith  \nEstate Planning Pricing Toolkit  \n3. Guided Support  \nwith  \n8 week free trial in the TT Precedents Club  \nPRICE:  \nPay Monthly  \n$925 x 3  \ninc. GST  \nPay in Full  \n$2,775  \ninc. GST  \n1.“THE WORKS” PRECEDENT PACKAGE  \nTestamentary trust precedents covering the following scenarios:  \n Establishing one testamentary trust  \n File note templates for an initial strategy meeting, signing meeting and combined strategy and signing meeting  \n Material review template  \n Establishing two or more testamentary trusts  Simple will precedent (without a testamentary trust)  \n 3 Cover letters sending draft documentation, documentation for signing and after signed documents have been returned  \n Powers to include in a financial power of attorney  \nLetter of wishes template  \nEstate planning instruction sheet for individual and couple client  \nMeeting agenda templates for an initial strategy meeting, signing meeting and combined strategy and signing meeting  \nEstate planning matter workflow checklist  Discretionary trust review checklist  \n Family tree, structure diagram and estate planning flowchart templates  \n Estate planning last check and draft document review template  \n Extensive video training library  \n Flyer-Annual review checklist (white label)  \n Flyer – Excluding Foreign Persons From Your TDT (white label)  \n Flyer-Testamentary trusts (white label)  \n2. ESTATE PLANNING PRICING TOOLKIT  \nOver 15 pages of estate planning specific cost agreement clauses to protect your firm  \nExecutor remuneration and commission consent template  \nPlug and play price list templates in Word and Canva  \nBreak-even price excel calculator  \nValue pricing questionnaire  \n3 hours of pricing training  \n3. 8WEEK FREE TRIAL MEMBERSHIP INTHETT PRECEDENTS CLUB  \n 1 Lawyer + 1 Plus One Member  Quarterly technical webinars  \n Weekly Live Hot Seat Q&A every Thursday  Discounts on Art of Estate Planning precedents  \n Clause drafting support  Be part of an Australian wide referral network  \n Client strategy review  Build connections and network with our private  \nFacebook Group community  \n Will drafting clause library  \n Searchable database of previous weekly hot  \n Free precedent updates while a member seats for problem solving estate planning issues  \n4. FREQUENTLY ASKED QUESTIONS  \nPricing and Purchasing  \n Is the precedent price an annual cost ora one-off investment?  \nIt 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.  \n How does the payment plan work?  \nThe payment plan works as follows:  \n1) The first payment of $925 is taken when you purchase the precedents. You receive full access on purchase.  \n2) The second payment of $925 is taken 1 month later.  \n3) The third payment of $925 is taken 1 month after that (2 months after the purchase date).  \n Can I pay via bank transfer?  \nBank 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.  \n4. FREQUENTLY ASKED QUESTIONS  \nUpdates and Ongoing Support  \n Do you issue updates to the precedents?  \nYes. 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","cbCaijFbdefKztWB","https://ap.wps.com/l/cbCaijFbdefKztWB","pdf",2048604,"English","# The Works Precedent Package\n## Solve the Practical\n## Master your Pricing\n## Guided Support\n# Estate Planning Pricing Toolkit\n## Pricing and Training\n# 8-Week Free Trial Membership in the TT Precedents Club\n## Membership Features\n# Frequently Asked Questions\n## Pricing and Purchasing\n## Updates and Ongoing Support","[{\"question\":\"Is the precedent price an annual cost or a one-off investment?\",\"answer\":\"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.\"},{\"question\":\"How does the payment plan work?\",\"answer\":\"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.\"},{\"question\":\"Do you issue updates to the precedents?\",\"answer\":\"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.\"}]","The Works Precedent Package - Solve the Practical - Master your Pricing - Guided Support | PDF",1789500879]