Trust Bundle
Craft your legacy, build the foundation for a lasting impact
Secure Your Legacy
As an Estate & Succession Practitioner (ESP), offering your clients value-driven estate planning solutions is key to building trust and lasting relationships. The PreceptsGroup Trust Bundle equips you with an all-in-one package to simplify complex legacy planning, helping clients protect their family’s future while securing their assets.
This exclusive bundle enables you to stand out by offering a seamless, expert-led experience at a competitive rate. By pitching this solution, you provide clients with peace of mind through a tailored and comprehensive approach, designed to meet their specific needs. Seize the opportunity to elevate your client offerings with the right tools for estate planning success.
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Frequently Asked Questions
The Trust Bundle offers some savings by combining our Standby Trust, Will, and Premium Lifetime Custody into one convenient package—eliminating the need to purchase these essential services separately.
The Trust Bundle offers a selection of comprehensive estate planning services.
The Single Pack includes the setup of a Standby Trust, an Intermediate Will (up to 13 clauses), a Premium Lifetime Custody package, a Precepts Executor appointment, and a Trust Disbursement fee. The Couple Pack offers similar services but for two individuals, with additional options for a joint settlor setup.
The Single Pack is designed for an individual, while the Couple Pack is suitable for legally married couples or closely related individuals who share mutual beneficiaries and have similar intentions. The Couple Pack includes two Intermediate Wills and options for joint settlor arrangements.
If your Will exceeds 13 clauses, you can still proceed with the Trust Bundle.
However, discounts will apply based on the number of clauses:
– $100 off for Wills with 14-25 clauses.
– $200 off for Wills with 26-34 clauses.
Unused clauses are considered void and cannot be exchanged for other services or cash value
Payments made for the Trust Bundle are non-refundable and non-exchangeable, as stated in the terms and conditions.
The Trust Deed and Will(s) must be finalised and executed within two months from the date of the initial deposit.
Yes, you can customise your Will within the 13-clause limit. If you need more clauses, discounts will apply as outlined for additional clauses.
The LPA Form 2 is not included in the Trust Bundle. It is an optional service that can be added on at an additional cost.
To start, your client can secure the Trust Bundle by making an initial deposit at https://connect.reddotpayment.com/instanpanel/instanpay/index/trustbundle.
Trust Bundle Payment
Your decision to embark on the estate planning journey is an investment in the future well-being of your loved ones.