Jaime Stefanac, Legal Director
Jaime is the Legal Director of Family First Estate Planning, bringing over 14 years of experience in the legal industry. She is deeply passionate about helping families protect their assets, provide a head start for their children, and plan for a secure future with minimal government intervention.
Jaime's background includes working in a multi-disciplinary partnership and a busy family law firm, which has provided her with a comprehensive understanding of the needs and goals of families facing complex personal and financial situations. Through her extensive experience, she has witnessed the complications that arise when families do not plan ahead.
Jaime founded Family First Estate Planning to make top-tier estate planning advice accessible and affordable for all families. Her mission is to ensure that families do not experience the turmoil that can result from passing away without a Will and is dedicated to raising awareness about the benefits of testamentary discretionary trusts, which are not just for the super wealthy. She believes that many more families should utilize these trusts to access potentially significant tax saving benefits, protect inheritances from ex-spouses in case of a relationship breakdown and preserve and create generation wealth for families. Jaime is committed to providing the right advice and documentation to make these strategies accessible to all.
As a mother of five, Jaime fully appreciates the challenges parents face, often juggling numerous responsibilities which pushes tasks like updating Wills or Powers of Attorney to the bottom of the list. This insight led her to create Family First Estate Planning, where families can expect price certainty, professionalism, and flexibility. Family First offers fixed-fee document bundles, online meetings, and practical, down-to-earth advice. Jaime and her team strive to be friendly, affordable, and accessible, ensuring that no one neglects their estate planning needs and everyone can get a plan in place for the people they love.
