Helpful tools, guides and insights
to support your planning journey.
Whether you're just starting to think about estate planning or you're looking to better understand your options, this is where you'll find practical, plain-English resources designed to help you make informed decisions—without the overwhelm.
TESTAMENTARY TRUST TALK:
THE 5 PART email series that will change how you see Wills
STARTS MONDAY 11TH AUGUST 2025
Simple, accessible, real world emails will land in your inbox once a week and are designed to help you take the next right step.
Case studies, mini-courses, downloads, checklists and answers to commonly asked questions —join our mailing list to stay updated.
Our weekly newsletter will help you start getting organised , informed and empowered to take action.
The Legacy Law Lounge Blog
Looking for relatable stories, legal insights,
or just a calm explanation of what to do next?
Explore our blog, The Legacy Law Lounge, where Jaime shares real-world examples and practical guidance on all things estate planning, family law, and legacy creation.
Estate Planning Checklist
This downloadable checklist is a great first step if you’re not sure where to begin.
It walks you through what decisions you might need to make, what documents you may need, and how to start protecting your family and future.
Understanding Testamentary Trusts
Thinking about how to protect your children's inheritance, support vulnerable beneficiaries, or pass on assets in a tax-effective way?
This guide explains testamentary trusts in plain English, and why they can be such a powerful addition to your Will.
Real Protection for Real Relationships through Financial Agreements
Whether you're blending families, protecting pre-existing assets or simply planning with love and intention - this is your first step towards how to make smart, values-aligned decisions together.
More Resources Coming Soon
We're always developing new tools and guides to support your planning journey, including:
Superannuation + Life Insurance Checklists
Family Law and Binding Financial Agreement Guides
A new Aging Parents Checklist to help you navigate care, decision-making, and planning with clarity and calm
If there's a topic you'd love to see covered, feel free to email us at
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