What Our Clients Say
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 our lawyer in guiding us through the process, was exceptional. They 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!"
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.
Estate First prepared Testamentary Discretionary Trust Wills for us and also arranged a Family Conference at which our lawyer 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."
"When Mary and I recently undertook a long overdue revision of our Wills we were referred to Estate First. We had two meetings, the first of which involved extended discussions. We were enormously impressed by our lawyer’s interaction with us, their pleasant manner, and the careful, methodical, patient, and clear way in which they explained complex issues to us. It was apparent that our lawyer has a high level of expertise concerning this increasingly complex area and we would have no hesitation in recommending them to anyone about to make a will or seek advice on planning their estate."
A structure & mechanism to suit us
"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.
Our lawyer explained the principles of law involved and enabled us to examine the situation systematically and unemotionally. They 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."
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."
Informative and thorough
"I found my lawyer very informative, explained everything to my satisfaction and at my level of understanding and very thorough. I certainly felt very relieved after the meeting."
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."
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. Our Lawyer 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."
What Our Referring Advisors Say
"I have utilised the services of Estate First Lawyers for my clients for many years. I find Ann and her team not only technically brilliant but they are also great people to deal with. I have no hesitation in recommending their services in order to establish the right personalised estate plan."
"I have certainly had my eyes opened regarding some of the estate planning done by other firms … I came away [from those experiences] more thankful than ever for all that Estate First has done for us and our clients."
"When it comes to Estate Planning there is only one place we refer our clients and that is Estate First Lawyers. They are a team of knowledgeable, caring and friendly specialists. We hear nothing but compliments about their service and they have my full confidence. Thank you for taking care of our clients!"
"Interestingly, I have known my client for just over eight years, and I never knew this was such a big issue for them, so it also helped me in terms of getting to know them better – so Thank you!!"
"Thanks for your help in getting our clients estate plans in order. The feedback we get in relation to the services of Estate First are second to none and I commend you guys on the great work that you are doing."
"We have never worked so comfortably or closely with another law firm and we do hope that it will be a long partnership. Thank you for looking after our clients so well. We have a great deal of confidence in referring them to you and your team."
"It is always a pleasure working with Estate First and comforting knowing that our clients will be well looked after in your hands."
"I am more than happy to refer to you all as I know that my clients will always be looked after."
"Thanks to you and your team for providing a great service to my clients throughout the year – it is much appreciated."