Julie Dalling

Julie Dalling

Senior Paralegal

About Julie

Julie is a senior paralegal with Estate First Lawyers and has almost completed her law degree with Queensland University of Technology. She is currently attaining first class honours in her law subjects and is frequently on the Dean’s List for outstanding achievement. Julie’s legal experience lies in estate planning, superannuation and tax. She is also keenly interested in elder law. Julie previously worked as a financial adviser for 15 years, advising clients on their retirement planning and superannuation. Julie brings a unique skillset to Estate First, having been trained in financial planning as well as the law. She combines this with a kind and thoughtful approach to clients and a listening ear.

Education & Credentials

In addition to her legal studies, Julie has several degrees, including a Bachelor of Arts degree and a Bachelor of Architecture with Honours from the University of Queensland. She also holds an Advanced Diploma of Financial Services (Financial Planning) through Kaplan.

Expertise

Julie has a breadth of life and work experience, and strong knowledge of the interaction between estate planning and financial planning strategies including superannuation, wealth accumulation and tax minimisation from her previous career as a senior financial planner. She comes to estate planning and administration with a unique background that assists her in understanding and working with accountants and financial advisers to achieve the best outcomes for clients and their families. She gains immense satisfaction from working with clients to secure their legacies, and tackling complex problems that require a meticulous and thorough approach.

Credentials

  • Senior Paralegal
  • BA
  • B.Arch (Hons)
  • AdvDipFS (Financial Planning)
  • Commissioner for Declarations

Experience

  • Estate planning
  • Testamentary Trusts
  • Enduring powers of attorney & advance health directives
  • Estate planning for superannuation
  • Tax strategies in estate planning

 

Paul J

Testimonial

"Julie Dalling was a compassionate and knowledgeable person to interact with in the preparation of my Will. Julie listened diligently and was exceptionally accurate in reflecting my wishes. Julie explained all the related intricacies of Will preparation which gave me peace of mind that I was making the correct decisions and creating an ironclad Will. It is without hesitation that I recommend Estate First Lawyers to you for the preparation and maintenance of your Will."

Belinda D

Testimonial

"I came away understanding the importance of what we were doing for our estate in a way I hadn’t in previous times when writing a will. There was that feeling of having created something of significance for our children even though we hope it does not have to be acted on in any time soon!"