Protect Your Wealth.
Preserve Your Legacy.
Bespoke testamentary trusts, estate planning & asset protection for high-net-worth individuals and professionals across Victoria.
Liability limited by a scheme approved under Professional Standards Legislation. Legal services only — we do not hold an AFSL or provide financial product advice.
The Risks
Without Proper Planning, Your Wealth Is Exposed
Family Court Claims
Without a testamentary trust, your estate is vulnerable to Family Court claims against beneficiaries.
Bankruptcy Risk
If a beneficiary becomes bankrupt, assets inherited outright can be seized by creditors.
Tax Inefficiency
Outright inheritance may miss potential income-splitting opportunities that testamentary trusts can provide under current tax law. Consult your tax adviser for specific implications.
Incapacity
Without proper Powers of Attorney, your affairs may fall into the hands of a state-appointed administrator.
Fixed-Fee Pricing
Transparent Fixed-Fee Packages
No surprises. No hourly billing. Know exactly what you're paying.
Testamentary Trust Package
- Testamentary Trust Will with discretionary trust provisions
- Enduring Power of Attorney (Financial)
- Enduring Power of Attorney (Medical/Personal)
- Appointment of Medical Treatment Decision Maker
- Memorandum of Wishes
- Legal review of Superannuation Death Benefit Nomination
- Strategy consultation + trust structure advice
Ideal for professionals and families seeking legal asset protection through testamentary trust structures
Comprehensive Estate Plan
- Multiple testamentary trusts (e.g. blended families, specific asset classes)
- All documents from Testamentary Trust Package
- Legal documents for SMSF succession (incl. Binding Death Benefit Nominations)
- Business succession planning (legal aspects)
- Legal review of existing trust & company structures
- Coordination with your accountant and financial adviser
- Advanced Health Care Directive assistance
Ideal for individuals with business interests, SMSF, or complex family structures requiring multi-layered legal planning
Bespoke Wealth Strategy
- Complex estate planning across multiple legal entities
- All documents from Comprehensive Estate Plan
- Multi-entity legal structuring (trusts, companies, partnerships)
- Cross-border succession law & international estate planning
- Charitable trust & philanthropic giving structures
- Vulnerable beneficiary trust provisions
- Priority access & ongoing coordination with your advisers
- 12-month post-execution legal review included
Ideal for complex estates involving multiple entities, international succession, or specialist beneficiary needs
Add-On Services
Our Process
A Simple, Guided Process
Complete Your Assessment
Answer our guided questionnaire so we understand your circumstances.
Strategy Consultation
We meet (in person or video) to discuss your estate planning needs and recommend the right approach.
Document Preparation
We prepare your legally reviewed testamentary trust and estate planning documents.
Review & Execution
We walk you through every document, answer questions, and arrange proper execution.
Who We Serve
Designed for Professionals & High-Net-Worth Individuals
Our Commitment
Why Clients Trust Matrix Legal
Principal Lawyer Involvement
Your estate plan is personally reviewed by our Principal Lawyer — your matter is never delegated to a junior.
Fixed Fees, No Surprises
Transparent pricing with no hidden costs. You know exactly what you're paying before we start.
Legally Reviewed Documents
Every document is prepared and reviewed by a qualified Victorian solicitor — not generated by software.
Specialist Knowledge
Deep expertise in testamentary trusts, asset protection, and estate planning legal structures. We work alongside your financial and tax advisers.
Confidential & Discreet
We understand the privacy needs of high-net-worth clients. Your information is protected.
Victorian Law Expertise
All documents comply with current Victorian legislation including the Wills Act 1997 (Vic).
Free Assessment
Begin Your Free Estate Planning Assessment
Answer a few questions to help us understand your needs. Takes approximately 3 minutes.
About You
Step 1 of 5
Your Family
Step 2 of 5
Your Assets
Step 3 of 5
Your Concerns
Step 4 of 5 — Select all that apply
Your Recommended Package
Comprehensive Estate Plan
$5,500 + GST (per person) | $7,700 + GST (couple)
Based on your answers, a testamentary trust Will provides the legal framework for asset protection and controlled distribution to your beneficiaries.
Get Started
Send Your Details to Our Team
Thank You, there.
Our Principal Lawyer will be in touch within 24 hours to discuss your estate planning needs.
Reference:
Common Questions
Frequently Asked Questions
A testamentary trust is a trust created under your Will that comes into effect on your death. It allows a trustee to hold and manage assets for your beneficiaries rather than distributing them outright, providing asset protection and control over how your estate is managed. Testamentary trusts may also offer potential tax benefits — we recommend consulting your accountant or financial adviser on the tax implications for your situation.
A simple Will distributes assets directly to beneficiaries with no ongoing protection. A testamentary trust can protect inherited assets from Family Court claims, creditors, and bankruptcy. It also allows income from trust assets to be distributed to beneficiaries (including minor children) at potentially lower tax rates — consult your tax adviser for details specific to your circumstances.
Our fixed-fee packages start at $3,300 + GST per person for a Testamentary Trust Package, which includes a testamentary trust Will, Powers of Attorney, and related legal documents. More complex estates requiring multiple trusts, business succession, or SMSF-related legal documents are covered by our Comprehensive Estate Plan ($5,500 + GST) or Bespoke Wealth Strategy ($8,800 + GST). Couple pricing is available for all tiers.
Testamentary trusts are particularly valuable for individuals with assets over $1 million, business owners, professionals in high-risk occupations, parents of minor children, blended families, and anyone concerned about protecting their estate from future claims.
A family (inter vivos) trust is created during your lifetime and operates while you are alive. A testamentary trust is created under your Will and only comes into effect upon your death. Testamentary trusts have unique features under tax law — for example, beneficiaries under 18 may be able to receive trust income taxed at adult marginal rates, which is not available with family trusts. We recommend discussing the tax implications with your accountant.
If your Will was prepared more than 3 years ago, if your circumstances have changed (marriage, divorce, new children, significant asset changes), or if your Will does not contain testamentary trust provisions, it should be reviewed. An outdated Will may not reflect current Victorian legislation.
If you die intestate (without a Will) in Victoria, your estate is distributed according to the Administration and Probate Act 1958 (Vic). This formula may not reflect your wishes and provides no asset protection, no structured distribution, and no control over how assets are managed for your beneficiaries.
Yes. Our Comprehensive Estate Plan and Bespoke Wealth Strategy include legal documents for SMSF succession (such as Binding Death Benefit Nominations), business succession planning, and related legal structuring. We work alongside your accountant and financial adviser to ensure the legal framework supports your broader wealth plan. We do not provide financial product advice.