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.
These resources are here to help you start getting organised now and take action today, even if you're not quite ready to book a session.
They're simple, accessible, and designed to help you take the next right step.
We’ll be continuing to add to this page over time with helpful downloads, checklists and answers to commonly asked questions, so feel free to check back regularly—or join our mailing list to stay updated.
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 QuickStart Guide
This downloadable checklist is a great first step if you’re not sure where to begin.
It walks you through what matters, 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.
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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