We are at the stage where we are starting to think about estate planning. We have a fairly simple situation. Married with two kids. No previous partners, marriages, or other dependants. We don't believe anybody could have a legitimate claim against our estate, but we want our assets to be passed on to our children in a tax-effective manner while protecting the assets long-term. We have property held in joint names and shares and managed funds held under our names. Some holdings have debt, but they are all cash flow positive. From doing a bit of research, it would seem that the right approach would be to set up a will that instructs the set up of a testamentary trust. Our two children would be the beneficiaries of the trust. It also seems to be a good idea for that trust to be a 'bloodline' trust, which would ensure that the assets held within the trust are out of reach of future spouses of our children. We are considering using The Public Trustee to set that up. Has anyone had experience with dealing with the public trustee to set up something similar to this? How did it go? Has anyone had experience with finding how efficiently the public trustee executes a will like that? Do they have the required skills for it? Would it be better to go to a solicitor or other specialist company? Why? Any feedback is welcome. Thanks.