Premium estate planning services

tailored to your family, values, and future

At Family First Estate Planning, we don’t believe in half jobs. That’s why we bundle everything you need into high-value premium packages designed to give you peace of mind, protect your loved ones, and create a legacy you can feel proud of.

All services are delivered virtually with flexible support, clear advice, and fixed-fee certainty.

Whether you’re a parent, a carer, part of a blended family, or someone planning ahead on your own terms—we’re here to help.


📩 To discuss customising a package to suit your need, please email:

Family & Life Planning Packages

Service 01

The Essentials Plan

Feel true peace of mind with our comprehensive Essentials pack

Includes:

  • Family Life & Wealth Planning Session

  • Comprehensive Written Estate Plan

  • Will

  • Attorney Documents with additional comprehensive powers

  • Detailed Health Directives

  • Superannuation nomination advice

  • Life & Legacy Planning Manual (to organize yourself, your family & help your decision makers)

  • 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 everything in the Foundation Plan, plus:

  • Family Life & Wealth Planning Session

  • Comprehensive Written Estate Plan

  • Will incorporating Testamentary Trusts (true generational wealth transfer)

  • Attorney Documents with additional comprehensive powers

  • Detailed Health Directives

  • Letter of wishes to your Trustees & Guardians

  • Superannuation nomination advice

  • Life & Legacy Planning Manual

  • 6 month peace of mind guarantee

Service 03

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 Residence

  • Strategic trust and wealth structuring

  • Intergenerational gifting advice

  • Digital asset and cryptocurrency planning

  • Corporate deed reviews

These optional services can be added to your Foundation or Family Protection Plan as needed. Pricing varies based on scope.

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