What Our Clients Say

We have been listened to...

"We came to Estate First lawyers with a difficult set of circumstances as this was to be our third attempt at writing a will which had to ensure our adult son with disability would be protected and provide for succession planning for the family farm.

We have been impressed with the way we have been listened to: Estate First Lawyers gave our dilemma their full attention, thoroughly researching the situation and providing us with different scenarios to consider.

While the process took time and much reflection and many emails, we eventually arrived at a solution for our estate planning that we feel comfortable with. It has given us peace of mind as we feel now that our will can protect the rights and provide for the future needs of our adult son with disability whilst also addressing the structure needed for succession planning. "

S & L Boompa, QLD

Tricky Case, Successful Outcome!

"I will take this opportunity to thank you Peter for all your hard work, diligence and compassion in regards to defending our late grandmother’s wishes.

It was a tricky case and you arranged a successful outcome which we will be forever grateful."

P & D V, Brisbane, QLD

Crafted a Unique Solution

"Our circumstances were complicated and involved extended families and children that may require ongoing professional support and financial protection.

We had tried unsuccessfully to develop a suitable Will with others.

Estate First Lawyers took the time to understand our needs and explained the potential pitfalls that may eventuate. Ann provided clarity for the way forward and carefully crafted a unique solution that provides a secure and lasting benefit for our family.

We now have total peace of mind in this regard."

Bev and Gary, Brisbane, QLD

Enormously Impressed

" When Mary and I recently undertook a long overdue revision of our wills we were referred to Ann Janssen of Estate First. We had two meetings, the first of which involved extended discussions. We were enormously impressed by Ann's interaction with us, her pleasant manner, and the careful, methodical, patient, and clear way in which she explained complex issues to us. It was apparent that she has a high level of expertise concerning this increasingly complex area and we would have no hesitation in recommending Ann to anyone about to make a will or seek advice on planning their estate."

Anton and Mary Neilson

A structure & mechanism to suit us

"Hearing Ann as a guest speaker, we were sufficiently impressed to travel from Townsville to Brisbane, twice, for consultation and preparation of our Wills.

We entered remarriage each with adult sons and assets from previous partnerships which we have substantially enlarged as our own. We have subsequently received a large family inheritance requiring direction to one particular son.

Many hours were spent agonising over possible instructions for our Wills to ensure that the surviving partner would continue a reasonable standard of living while each of our sons and grandchildren were treated fairly, and in a timely manner to avoid disputes.

Ann explained the principles of law involved and enabled us to examine the situation systematically and unemotionally. She suggested a structure and mechanism that suited our situation. We are now happy that our Wills reflect our wishes, are structured appropriately and will stand the test of time."

N & D Muller, Townsville

Exceptional Expertise in Guiding Us...

"We are very grateful that our financial advisor referred us to Estate First Lawyers for our estate planning. The expertise and professionalism of Special Counsel, Ann Janssen, in guiding us through the process, was exceptional. Ann provided our whole family with invaluable knowledge on estate planning structures. We now have peace of mind knowing our estate plans are finalised and effectively structured to offer maximum protection and ongoing benefit to our children. We feel we have given our daughters a gift of love that will keep on giving long after our death. What an empowering and satisfying experience!"

Alan and Norelle Deeth, Brisbane, QLD

We wanted Testamentary Trusts...

"Our experienced and reliable Financial Advisor had recommended, as part of our Estate planning and Will preparation, that we establish Testamentary Discretionary Trusts to minimise tax payable by our dependants on our estate, and to provide some form of asset protection for our adult children. Our situation was straightforward but our then solicitor was not familiar with this type of Trust and steered us away from it, preferring just personalised Wills. After our next annual visit to our Financial Advisor he reiterated his prior advice for us to see Trust experts. We were told of Estate First Lawyers and they were very professional and helpful.

Ann prepared Testamentary Discretionary Trust Wills for us and also arranged a Family Conference at which Ann answered queries. The conference gave our adult children a good overview of the benefits of the Trusts set up in our Wills. We hope it is many years before our deaths but we feel confident that the individual trusts set up will benefit our children and their dependents in many ways. Sincere thanks to Ann Janssen and staff."

R & A F, Arana Hills, QLD

Impressed with the attention to detail

"We should just like to re-emphasize how pleased we are to have come to you for our Estate Planning. We have been very impressed with the attention to detail and the way various options to meet our needs have been presented and worked through."

R & M Cleave, Gold Coast

I am feeling so relieved

"I want say what a fantastic service you provided to us. We really appreciate your professionalism & your manner of dealing with us. I am feeling so relieved that I have this part of destiny under control."

M. McKay Brisbane

Informative and thorough

"I found Josh Philo very informative, explained everything to my satisfaction and at my level of understanding and very thorough. I certainly felt very relieved after the meeting."

S & J Jones, Brisbane

You exceeded our expectations

"This is just a very quick 'thank you' for all your help over the past few weeks and for guiding us through the minefield in such a professional manner. I am pleased to let you know that you exceeded our expectations."

N & B Anderson, Brisbane

What Advisers Say

Avoid the traps & unexpected outcomes...

"Estate planning can be fraught with traps and unexpected outcomes if it is not considered thoroughly and structured appropriately. Ann achieves two things each time she assists our valued clients – firstly she explains things in easy-to-understand terms and secondly she ensures that the most comprehensive structure is established to provide protection for the estate and peace of mind each client seeks. Our clients leave her office with a sense of increased knowledge and feeling of accomplishment in securing their future plans."

David Southwood CFP Dip FP
Financial Planning Manager
BUSS(Q)

High Level of Satisfaction with Outcomes

"The services offered by Estate First Lawyers have been very positively received by our clients.

Most of the clients I've referred to Estate First Lawyers already had some arrangements in place to provide for their estate planning wishes. However, Estate First was able to demonstrate the potential risks of these existing arrangements and in ways that all of these clients have found easy to understand.

Because of the high level of satisfaction with the outcomes achieved by Estate First, clients have said they'd be delighted to refer family and friends."

Jayne Bawden MBA, CFP, Dip FP
Adviser – Comprehensive Advice
QInvest, Townsville

One of Qld's foremost experts in this specialist field

"Q Invest provides financial planning advice to over 8,000 clients each year. Estate First Lawyers assist our clients with specialist estate planning services, such as wills, enduring powers of attorney and the establishment of trusts. We are delighted with the expertise, professionalism and overall calibre of service provided by Ann Janssen and her team.

Estate planning issues can be complex and deeply personal - we have received consistent feedback from clients that their affairs have been handled sensitively and with respect. Ann's reputation as one of Queensland's foremost experts in this specialist field is well deserved based on our experience to date and we have confidence in referring clients with both simple and complex needs to Estate First."

Carsten Zuber
Practice Manager, Advice Metro
Q Invest

Treated Courteously... with enviable professionalism...

"As a financial adviser I want to know that my clientele will always receive the best advice for their own, specific circumstances. I have no hesitation in continuing to recommend Estate First Lawyers, as I know my clients will be treated courteously and with enviable professionalism. Above all, the business takes what can be a difficult topic for many and offers honest, clear and appropriate advice on how to best manage these affairs."

Matthew van Dijk Fdn.DFP C.Dec
Private Wealth Manager, ANZ

A fantastic approach to advising

"Ann and her team have a fantastic approach to advising. No one likes to be bogged down in detail and complexity, yet client's need to know the thrust of the issues. Estate First is across the complex, and breaks it down in a way that clients can grasp the issues, so they can make the difficult decisions with ease. There is great skill in that approach and Ann and her team master it."

C. Smyth, partner Robbins Watson lawyers, Gold Coast

I have the utmost confidence in their standards of advice

"All of my clients sing their praises, and as a professional I have the utmost confidence in the standards of advice and guidance that Estate First provide."

S Muller, QInvest Brisbane

What Audiences Say

Extremely Impressed...

"Last night my wife and I were fortunate to attend a QInvest Toowoomba Personal Review Event. At this Event both Ross Coutts from your Toowoomba Office and Ann Janssen from Estate First Lawyers gave presentations.

We were both extremely impressed with the Event. Both Ross and Ann gave excellent presentations and as Ross mentioned in his invitation, Ann gave an entertaining and very informative presentation.

It was an excellent evening and all those involved need to be sincerely congratulated."

D & R M, Toowoomba, Qld

 

Excellent Session

"Excellent session. Very interesting and helpful. I would have appreciated more time with Ann."

Estate planning presentation for financial planning group, Brisbane

 

Lots to think about

"An excellent presentation. Lots to think about. I really enjoyed this presentation"

Estate planning presentation for financial planning group, Townsville

 

Very Entertaining & Educational

"Very entertaining, very educational, very good"

Estate planning presentation for financial planning group, Brisbane

Extremely useful presentation

"An extremely useful presentation, much appreciated. Keep up these interesting seminars"

Estate planning presentation for financial planning group, Brisbane

Interaction was invaluable

"Interaction was invaluable, and the environment friendly and relaxing"

Estate planning presentation for financial planning group, Brisbane

Totally met my needs

"Totally met my needs, I will now change my Will"

Estate planning presentation for financial planning group, Townsville

Excellent interactive presentation

"Excellent interactive presentation. Well explained and Ann was patient with questions."

Estate planning presentation for financial planning group, Brisbane

Excellent case studies

"Great presentation. Excellent case studies"

Estate planning presentation for financial planning group, Brisbane

Extremely relevant and informative

"Yes, first time I've thought much about my estate planning. Absolutely valid. Ann was extremely relevant and informative. One of the best and more informative presenters you have had. Most appreciated…."

Estate planning presentation for financial planning group, Brisbane