#8 How much money do you really need to justify a testamentary trust?

It’s the million-dollar question (pun intended)—how much money do clients really need before a testamentary trust is worth considering? 

In this episode, Tara and Carrie step through when a testamentary trust will make sense from a financial perspective.  

If you’ve ever been unsure about when to recommend a testamentary trust based on the size of your client’s asset pool, this episode will give you the clarity you need. 

Download your free checklist “Top 10 mistakes when nominating financial controllers” here.

Watch our detailed training on the practical steps of setting up a testamentary trust here.