Estate Planning is more than a Will

To ensure that your wealth passes to your loved ones on your death, and you are safeguarded in the event of any incapacity, you need more than a Will. Your estate plan is like a rope, that needs to be strong when relied on. A Will is one important strand in the rope, but on its own can’t carry the weight of what needs to be done. See our range of estate planning services.

Ticking the right boxes

An estate plan covers off on all of the elements required to carry you and your family through. It consists of many ‘strands’. A strong estate plan ticks the following boxes:

  • A Will that is thorough and well drafted
  • Additional documents to govern assets not covered by the Will (such as superannuation, trust assets and many jointly held assets)
  • A tax effective strategy to save money for your estate and loved ones
  • A risk strategy against the increasing threat of an estate claim (by spouses, children and other eligible applicants)
  • Asset protection for the inheritance you leave to your beneficiaries, such as a testamentary trust in your Will, to secure your legacy
  • In the event of your incapacity, a robust strategy and thoroughly drafted documents, to protect you and your assets

We’re here to help you

When we meet, we will take the time to advise you on your options, tailored to your needs and particular situation. We can help you put together a comprehensive estate plan that ‘ticks all of the boxes’, along with a fixed fee quote.

Talk to Us Today

Please complete the form below. Alternatively, you can call us on 1300 132 567.

Our Easy Process and Fixed-Fee Pricing

Because we focus only on estate work, we provide you with a professional estate service that is efficient and cost effective.

Our highly experienced legal team not only provide you with the best estate services and legal solutions but we have also worked hard to provide you with a great client experience.

If you are a first time client, we offer a special discount for your first consultation (up to 1.5 hours) of $295+GST. In that time you will receive valuable, tailored advice. There is no obligation to proceed, but if you do, we will deduct the $295+GST off the price of any Will that you go ahead with. We offer an Australia wide service.

Your estate planning is made quick and easy with our unique ‘4 easy steps’ process.

Our unique ‘4 easy steps’ makes the process easy

Expert Estate Planning with Fixed Fees

7200+Estate Plans Completed
2

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.

94%Clients accept the fixed fee quote and proceed
3

We’ll Keep You Updated

You will receive draft documents to review. You can discuss your plan with us at any time you want.

92+Years of combined legal experience in Estate Law
4

Final Document Meeting

We will go through all of your final documents together to ensure the plan is exactly what you want.

99%Clients have peace of mind with their Estate Plan

Safe Custody of your documents

We are here for you and your family for the long term. We offer you as our client a safe storage solution for your estate planning documents at no charge.

Your documents are stored in a professional offsite facility where we carefully record and preserve the original estate planning documents that we create for you, along with other important documents relating to your estate plan, such as title deeds.

For additional record-keeping security, we also scan all of your signed documents and store them electronically. These scanned documents are also available to you as our client free of charge.

If you need to retrieve a document, we will attend to your request promptly at no charge to you.

Catherine T

Testimonial

"We have confidence in the integrity, knowledge and skills of the people at Estate First Lawyers. Everyone I’ve dealt with at Estate First Lawyers has been friendly and reliable."

Richard and Mardie C

Testimonial

"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."

Damien P

Testimonial

"Very professional, personal service and understanding of our individual needs. We felt very comfortable and were guided through the process with expert advice tailored to our situation."