Strategic, heart-led
estate planning
For families who want to make conscious, confident choices—on their own terms.
There’s a quiet power in planning well.
In choosing who makes decisions for you. In naming who steps in for your children. In protecting what matters—your way.
At Family First Estate Planning, we help you create a customised legal plan that reflects your values, protects your people, and gives you the clarity, confidence, and legal structures to move forward.
Take the first step toward protecting your people, preserving your wishes, and creating a plan that works in the real world.
What if you could finally tick “get the Will sorted” off your list—without leaving the house?
Life is full.
Between work, family, commitments, and plans for the future, there’s a lot to manage. And while you’ve probably thought about getting your Will done, it’s one of those things that always seems to get pushed aside.
At Family First Estate Planning,
we help you create a complete life and legacy plan—something that goes beyond just a Will. It’s about making sure the people you love are protected, your voice is heard, and your values are carried forward, no matter what happens.
Whether you're a parent, a partner, a carer, or someone who just wants to get things in order—we’ll guide you through the process with empathy, clarity, and practical legal expertise.
No overwhelm. No legal jargon. Just calm, strategic planning.
WHO THIS IS FOR
You’re in the right place if you...
Want to make sure your children or dependants are cared for, no matter what unfolds
Are in a blended family or second relationship and want to avoid future confusion
Support ageing parents or adult children and want to get your affairs in order
Are an individual with people, assets, or causes you care deeply about
Want to name guardians, make healthcare choices, or structure inheritances
Prefer professional guidance and clear advice—without chasing lawyers or attending in-person meetings
It’s not just a Will.
It’s a plan for your people, your wishes, and your legacy.
Our work goes beyond documents.
We help you make the big decisions, structure your estate in a way that protects what you’ve built, and leave the kind of clarity your loved ones will be grateful for.
Everything is tailored to your circumstances—and thoughtfully explained—so you feel confident every step of the way.
OUR SIGNATURE PROCESS
The Family First Framework™
A real-world, real-family approach to estate planning.
We guide you through four clear stages:
PROTECT
your children, your voice, your intentions
PROVIDE
with smart legal structures like testamentary trusts
PRESERVE
your values, messages, and guidance
PREPARE
the right documents and real-world instructions your people will need
OUR SERVICES & PACKAGES
The Essentials Plan
Feel true peace of mind with our comprehensive Essentials pack
Includes:
Family Life & Wealth Planning Session
Comprehensive Estate Plan
Will
Attorney Documents with comprehensive powers
Detailed Health Directives
Superannuation nomination advice
Access to Sorted Life
6 month peace of mind guarantee
This plan is ideal if you don’t have minor children or complex needs, but want peace of mind knowing the essentials are covered.
Service 02
Trusts Protection Plan
Leave a legacy with extra tax saving and protection strategies with a:
Includes:
Family Life & Wealth Planning Session
Comprehensive Estate Plan
Will incorporating Testamentary Trusts (true generational wealth transfer)
Attorney Documents with comprehensive powers
Detailed Health Directives
Editable letter of wishes to your Trustees & Guardians
Superannuation nomination advice
Access to Sorted Life
6 month peace of mind guarantee
Optional Add-Ons
Add-on services for more complex estates, family businesses, or personal legacy needs.
Mix and match based on your circumstances.
You may choose to include:
Binding Financial Agreements (prepared in-house where appropriate)
Company Powers of Attorney (for corporate trustees and business continuity)
Comprehensive Rights of Residency
Intergenerational gifting advice
Digital asset and cryptocurrency planning
Family Trust Deed reviews
Deeds of Successor Appointors for Family Trusts
These optional services can be added to your Essentials of Trusts Protection Plan as needed.
MEET THE FOUNDER
hey, I'm JAIME!
I’m a lawyer, a mum of five, and the founder of Family First Estate Planning. I live and work from our family farm in Northern NSW, helping families across Australia get their estate plans sorted - clearly, calmly, srategicaly and without the overwhelm.
With almost two decades of experience across family law and estate planning, I founded Family First to offer high-quality, human-centred advice with fixed-fee packages, Zoom-based flexibility, and genuine care.
What makes this different?
We work virtually, around your schedule
Clear, fixed-fee options
Calm, strategic guidance - without the legal jargon
Most importantly, a plan that actually works when it matters most
CLIENT LOVE
What our clients say
“
We feel such relief knowing our children will be protected and everything is sorted. It’s something we’d put off for too long—Jaime made it so easy.
— Ava, Brisbane
“
Jaime truly went above and beyond to not only do her job and meet the legal needs that I had, but also fully explain every step of the way and provide extra information to suit my hungry brain. No questions were left unanswered, so I was truly cared for. Highly recommend Jaime for her care, wisdom, and experience—a wonderful wealth of knowledge, ready to handle all hoops.
— Vira R
“
10/10 experience. We absolutely loved the attention to detail, support, and ease to navigate the paperwork involved. Highly recommend investing in this service.
— Taylor Winterstein
Free Checklist
Not ready to book just yet?
Start with our free Quick-Start Family Estate Checklist.
It’s the easiest way to make sense of what you need—and what to do next.
Frequently Asked Questions
Do I need to know what I want before I book?
Not at all. That’s what the Planning Session is for. We’ll guide you through your options and explain everything clearly before you commit. If you choose not to proceed, the session is charged at $330.
Can this be done online?
Yes. We work with clients all across Australia via Zoom. You’ll receive your documents digitally—or by post if you prefer.
Do you only work with families?
No. We work with individuals, couples, carers, and those without children. If you care about what happens to your people, assets, or legacy - we’re here for you.
Not quite ready to dive in?
Let’s start with a chat.
Book your free 15-minute phone consultation and get clarity on what you need (and don’t need) when it comes to protecting your people and planning well.
Or email: [email protected]
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