Estate Planning Lawyers, Experts at Securing your Client’s Legacy
We are not an ordinary law firm. Estate First Lawyers was built to service the estate planning needs of clients referred to the firm from financial advisors in both private practice and those working inhouse with super funds, as well as accountants.
What sets us apart:
Law firm focused on estate planning
Expert legal team with deep experience
High client satisfaction rating
Consistent, timely, fixed-fee service
Strong collaborative culture with advisors
The last piece in the financial solution is your client’s estate planning
If the estate planning piece is missing, or not done thoroughly, your client or their family may face serious problems later on that cannot be fixed at that time.
It is commonly known amongst Advisors that the estate planning conversation provides an opportunity for the Advisor to strengthen and deepen the relationship they have with their client. It shows you are willing to go the extra mile, and it shows that you have the client’s best interests at heart when it comes to ancillary matters surrounding your financial advice.
When you refer your clients for their estate planning to us, they are in safe hands.
And if your client has lost a loved one, we are here to help them navigate the legalities and paperwork with the care and attention to detail that your client deserves.
An Estate Planning law firm with a proven track record
As a professional advisor, you’ll want to ensure that the law firm you refer your client to gives the same level of service.
Meet With Your Lawyer
Whether we meet virtually or face to face, we will listen, answer your questions, craft your estate plan and provide you with a fixed fee quote.
We’ll Keep You Updated
You will receive draft documents to review. You can discuss your plan with us at any time you want.
Final Document Meeting
We will go through all of your final documents together to ensure the plan is exactly what you want.
How Can We Support You
A Tailored Solution For You
5 Reasons to choose Estate First Lawyers
1We are one of the largest estate planning firms in Australia with an expert legal team focussed on delivering estate planning services from simple to the most complex.
2We have rigorous compliance protocols and best practice standards in place to ensure ‘off risk’ delivery of quick, reliable fixed fee estate planning services that clients consistently rate highly.
3We offer an Australia wide estate planning service and have the best and latest technology to ensure clients can access estate planning services virtually at the same service level and in a secure technological environment.
4We work collaboratively with Advisors, Superfunds and Licensees and seek to understand your processes, offerings and particularly the estate planning needs of your clients and members.
5We are passionate about estate planning, and enjoy sharing our knowledge by offering you practical, compliant Advisor training as well as engaging client presentations.
What Advisors say about our service
We value the strong relationships that we build with our referring Advisors and Accountants, ranging from large to small organisations. Your relationship with your client is of paramount importance and so we strive to deliver an exceptional client experience, every time.
"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."
Rated By Our Clients.
Built on Trust