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
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 additional comprehensive powers
Detailed Health Directives
Superannuation nomination advice
Access to Sorted Life (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.
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 additional comprehensive powers
Detailed Health Directives
Letter of wishes to your Trustees & Guardians
Superannuation nomination advice
Access to Sorted Life (to organize yourself, your family & help your decision makers)
6 month peace of mind guarantee
Additional services
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
Intergenerational gifting advice
Digital asset and cryptocurrency planning
Family Trust Deed reviews
Family Trust Deeds of Successor Appointors
These optional services can be added to your Essentials or Trusts Protection Plan as needed.
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