#57 How to Spot a Strong Testamentary Trust Precedent

When was the last time you audited your testamentary trust precedent? In this episode, I step through the ultimate checklist of what every testamentary trust precedent should include, so you can audit your existing precedent to see if it’s outdated or incomplete, or evaluate any new precedents you’re considering investing in. Whether you’ve been relying on the same precedent for years, or you’re shopping around for a new set, this episode will help you make confident, informed decisions about the tools you’re using in your firm. And because we like to make your life easier, I’ve packaged up the checklist into a handy free download you can grab here. If you’ve ever wondered “is my precedent good enough?” — this is the episode (and the resource) you need.

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