Estate First Lawyers

I used them for my will and ensuring power of attorney (EPA) in 2022. Whilst I was satisfied with their service and their professionalism, I paid nearly $1200 for both, despite being a relatively uncomplicated will and EPA. Now they are trying to charge me $50 a year to store these documents unless me or my executor use their services in the future. I'm frustrated by this because it wasn't disclosed when I signed up. I'll be sorting the documents myself because I'm not satisfied with this fee or the safe keeping of the documents.

I’ve had the pleasure of working with Josh Philo on a couple of important matters: amending an investment property title to change ownership to "Tenants in Common" and handling estate planning, including setting up a family trust. From the start, Josh has been exceptional in every way. He’s incredibly reliable, responsive, and most importantly, compassionate about sensitive family issues that can carry a lot of emotional weight.

Josh handled all the details with care and offered insightful suggestions throughout the process. His expertise and professionalism made a potentially stressful situation much easier to navigate.

I’m truly grateful for his help and guidance. Not only is Josh a skilled professional, but he’s also a genuinely kind person, and I sincerely wish him all the success he deserves.

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Sam and the team from Estate First were extremely thorough and professional and made a great effort to understand our complicated Estate Planning. We feel confident our Estate Planning has been completed correctly for our needs, thanks to Sam. We highly recommend Estate First Lawyers.

We got the highest level of service from Sam and Chloe. They patiently and clearly explained the process to us and gave us confidence throughout the entire process we were in safe hands. I could not recommend them highly enough.

Estate First Lawyers were professional and efficient in helping me with my estate planning. Sam was wonderful to work with, explained everything very well and took time to understand my individual circumstances. I would definitely recommend Estate First Lawyers to anyone. Thank you!

Expert professional service. Our lawyer Lucie Marsden was Empathetic and understanding when dealing with us.

We have been working with Estate First Lawyers for several years and our clients have always spoken very highly of their experience with the team. The Estate First team are professional, knowledgeable and caring.

Simply the best estate planning firm in town. The team is incredibly caring, kind and have amazing knowledge.

Ann Janssen and her team are deservedly renowned for their expertise. In addition to their unparalleled legal knowledge, they are geniune, caring and responsive to the needs and aspirations of their clients. The combination is unbeatable. Five Stars!

I know our family's future is in the safe hands of very knowledgeable professionals. It is a small outlay for a life time of peace of mind.

We had an incredible experience getting our estate set up. Everything was fantastic from beginning to end, and all our questions were answered along the way - including questions we didn't even know to ask. I can't recommend Estate First Lawyers highly enough for your needs. To repeat: Highly recommended.

Estate first Lawyers demonstrated value for money in planning our estate in a timely and most professional manner. Highly recommended.

My experience with Estate First Lawyers has been very positive. Working with Sam was a real pleasure and his manner was professional, respectful and friendly. He fully explained the Estate Planning process and answered my many questions with patience and understanding. I now feel confident my family's future is in good hands. Highly recommended. Thank you Sam.

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I have had the pleasure of working with the team at Estate First to have estate planning documents prepared for my clients. As they only do estate planning, their work and attention to detail has been first class and my clients always speak highly of their experience.

From the initial phone call we experience a highly organised, methodical and professional handling of our estate planning for our personal and business assets. They were personable and clearly communicated all facets of the process. Costs were clearly explained and consistent with what financial advisors had prepared us for.

I engaged EF Lawyers to assist me in my role as Executor of a complicated Estate involving significant Will issues compounded by both numerous local and overseas potential beneficiaries. I was extremely satisfied with the final outcome which to a large part was a consequence of the very well considered professional advice provided by EF Lawyers' Special Counsel, backed up by timely, efficient and friendly estate administration services staff. It was a pleasure working with EF Lawyers over many months and as a consequence I have no hesitation in recommending their estate services.

Josh’s knowledge and experience were invaluable in guiding me to create a new will with a testamentary trust, a letter of wishes, and EPA documentation. Josh was patient and thoroughly professional, answering all of my questions clearly, and assisting me to understand the various options and alternatives available. I feel confident that my financial affairs are now in order, and Estate First Lawyers will provide the necessary support to my family when the time comes.

The whole team at Estate First Lawyers were very professional and treated me with respect and understanding.

Morgann was my lawyer and she was very helpful and explained patiently my options as I looked into what I was going to do. She understood the needs I had with the affordability I needed to weigh up as well.

Morgann was very detailed in all the things I needed and what I needed to do through the whole process. Thank you for being so patient and helpful whilst I was making big decisions.

Extremely knowledgeable and guided us through the process very well.

Excellent support and service. Many thanks.

Very professional and easy to work with! Can highly recommend

I highly recommend Estate First to anyone needing assistance with completing estate planning. Sam made the process so comfortable and straightforward, and really took the time to explain everything.

We used Estate First Lawyers for our estate planning in September this year, and my wife and I couldn't be happier with the service we received. Lucie Marsden from the Toowong office took us through all aspects of estate planning, explaining concepts authoritatively yet clearly, and showed patience and understanding when we needed more information on some of the more obscure concepts. It was wonderful to have had someone like Lucie to assist us to identify the options we believe will suit our circumstances best.

The whole process was very satisfactory from our point of view - efficient, pleasant for us both, and good value for money. Not surprisingly for such a positive experience, we are confident that the estate plan we have formulated (with Lucie's advice and assistance) will allow us to move forward positively into older age, comfortable that this part of our lives has been taken care of. Needless to say, we are very happy recommending Estate First Lawyers for anyone with estate planning needs.

Professional service with great communication. The team are very knowledgeable

Kylie and her team did a very professional job in the administration of my late aunt’s estate for me as executor. Excellent communication and personalised service. Thankyou Kylie and team!

Very professional staff. Very happy with the service

Our experience with Estate First Lawyers has been fantastic. Sam explained everything to us so clearly and in a really professional yet friendly manner. Pricing was presented up front so we knew exactly what the process was going to cost and there were no hidden extras. We have already recommended Estate First Lawyers to our family and friends.

As a financial adviser I have referred many of my clients to the team at Estate First Lawyers. They do a fantastic job. I also experienced their expertise and professionalism personally when Josh handled my own estate planning. I highly recommend Estate First Lawyers.

Ann, Josh and the team at Estate First make Estate planning a comfortable experience for our clients. It is great to find a team of people that share the same values as you do in making sure people are valued and feel special.

The service provided by Estate First Lawyers was outstanding. Sam provided expertise and a highly responsive service to explain the complexities of Estate Planning. We would highly recommend.

Sam and Julie were punctual, confident and highly competent great at interacting with accountants and bankers A pleasure to work with Christopher Maher

So glad we had our will professionally made. Very happy with the product. Good price. Sam from the firm excellent service. Really went out of his way to accomodate us. Highly recommend.

Sam and the team at Estate First are absolutely world class. Sam was flexible, professional, and extremely diligent in preparing our work. From his response to our initial enquiry, through to our closing meeting, it was a delight to work with Sam and his team. If you are considering having any work done at this firm, I would highly recommend you go ahead, and hopefully you’ll also get to sign your final documentation in the New York City themed meeting room, like we did. Thanks again, Sam and team.

We were introduced to Estate First Lawyers through one of our business acquaintances highly recommending this Firm of Lawyers. We also through all of our dealings, were totally satisfied with everything our Lawyer Lucie arranged for us. We can highly recommend this firm for all Estate Planning and advice. Thank you for making everything seem so simply and yet so secure.

I have utilised the services of Estate First Lawyers for the clients of my financial planning practice for many years. I find Ann and her team not only technically brilliant but they are also great people to deal with. I have no hesitation in recommending their services in order to establish the right personalised estate plan.

Over the past 6 years I’ve been working with Ann, Josh, Ella and the team at Estate First. The entire team are professional, easy to deal with and provide a great experience for our clients. Throughout the time I have been involved with estate first I’ve heard nothing but positive feedback. I would be happy to recommend their services to anyone seeking an estate solution.

Very caring, understanding and professional approach to our situation. You could not ask for a better lawyer!!!

As an accredited specialist in estates law I went on a hunt to find where I could refer the estate planning work that was coming into my firm, but which I no longer had capacity to undertake. Kylie Costigan of Estates First is now my "go to" recommendation for any clients who want their succession planning done or updated. Kylie's thorough and caring approach is second to none.

I have been thoroughly and professionally looked after by this firm. At a time like this, its really great to feel reassured that my estate has been handled by a team that considers all angles when drafting my documents. Would recommend to anyone.

I find Ann and the team of lawyers - Kylie, Lucie, Morgann, Ella operate at a super high standard for about a third of the price. Each lawyer operates with the same artistry (I joke they have a degree in law and an advanced diploma in writing upside down) - they are patient, informative, educational and highly knowledgeable. They have helped so many of my clients over so many years and I have never been disappointed. Nor have my clients.

We can't thank Sam Janssen enough for the estate planning work he did for us. Sam was friendly, professional and well organised (sending us reminders and checklists so we could keep track of things). He delivered to timeframes and was patient with our questions. But mostly, he explained things in an easy to understand way and provided us with recommendations and advice tailored to our circumstances. A pleasurable and refreshing experience.

Nicole Treacey was excellent. She made us feel comfortable about a topic that is quite uncomfortable. We now have peace of mind that our estate is in order and that our children will be taken care of after we've gone. Nicole's attention to detail and understanding of our complicated business structure is of the highest order.

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Estate First provided a first class service helping us create our family estate plan. Their kindness and support during a testing year was greatly appreciated. Happily recommend them for your estate planning needs.

Excellent, comprehensive service writing our wills. Sam was extremely knowledgeable and helpful, and his advice on UK inheritance tax alone was worth the cost.

Our planning needs were complex and Estate First Lawyers were recommended by our accountants. Before our first meeting, Estate First Lawyers considered all the information we sent to them. At the meeting they gave us a fixed price quotation that, while it seemed a lot a first, it felt right and we accepted. After seeing all the draft and final documents, we saw the careful planning and attention to detail that we needed. We were happy with the result.

Sam was very professional, paying close attention to detail, to ensure our estate planning documents reflected our specific situation/wishes. I highly recommend Sam and Estate First Lawyers.

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