Estate Planning
A Clear Path to Legacy Protection
Our estate planning process turns complexity into clarity, helping you protect your wealth and provide for those you love.
Estate planning is a comprehensive process
A quality estate planning approach is thorough, legally sound, well-implemented, and regularly reviewed.
Over the years, we have refined our approach to develop bespoke estate strategies that encompass all the essential elements of legacy protection, so your wealth is distributed according to your wishes.
This ensures that we can tailor our estate planning services to each client's unique circumstances and life stage, providing a dependable and repeatable process that yields superior results. Like any effective planning process, ours begins with the end in mind. That's why all our estate strategies start with our Discovery Meeting.
Designed for
Families
Business owners
High net worth individuals
Anyone planning their legacy
From first conversation to a clear strategy
Every engagement begins with understanding where you are today, then designing the strategy that gets you where you want to be.
01
2-hour session
Discovery Meeting
The Discovery Meeting is the essential first step for crafting a personalised estate plan that aligns with your unique goals. It is a collaborative session that dives deep into your personal and financial situation as well as your legacy aspirations.
We conduct an in-depth analysis of your current estate position and explore your family structure, assets, liabilities, existing estate documents, and key planning opportunities, giving everyone a picture of where you are today, where you're going, and the strategies needed to protect your legacy.
By the end of the meeting, you will have a clear understanding of your estate planning needs and how Firstlight can best support your legacy protection journey.
02
Ends with your Statement of Advice
Design Phase
The Design Phase is the foundational starting point for all new estate planning clients, establishing the basis for a strong adviser-client relationship. This tailored program offers holistic estate planning advice, drawing on our full range of strategic services.
Firstlight provides tailored strategic and legal structure recommendations, empowering you to make informed decisions that support your long-term legacy and family protection goals. If you choose to proceed with implementation, you can transition to our Partnership Program.
Deliverables included
Estate Planning Strategy Document
Will & Trust Structure Recommendations
Superannuation Death Benefit Strategy
Asset Protection Analysis
If applicable
Personal, comprehensive and designed for peace of mind
At Firstlight Financial Planning, we keep things simple. We start by understanding what matters most to you, then build a tailored estate plan that protects your legacy.
Collaborative
We believe the best estate plans are built together. From the very first conversation, you're part of every decision, sharing your family goals, values, and what legacy means to you.
Tailored
Your family, assets, and wishes are unique, and your estate plan should be too. We take time to understand your full picture before designing a strategy that fits your family structure, values, and long-term objectives.
Ongoing
Estate planning isn't a one-time event. It's a lifelong process. As your family and circumstances evolve, we keep your plan up to date through regular reviews, check-ins, and refinements.
Partnership Program
12-month engagement
Annual strategy review
The Firstlight Partnership Program is a holistic 12-month engagement for clients who wish to work with Firstlight long-term for estate planning and comprehensive financial advice.
You receive holistic estate strategies across our full range of strategic services, with continuous support and guidance throughout the year. Each year includes an estate plan review meeting to review documents, refine strategies, and plan for changing family circumstances.
The program is built to foster long-term relationships, delivering tailored estate solutions, ongoing collaboration and accountability to help you protect your legacy and thrive as we work together.
What's included
Your year-round estate planning partnership.
Annual Estate Plan Review
Document Update Recommendations
Advice Document (SoA or RoA)
Superannuation Strategy Review
If applicable
Trust Structure Analysis
If applicable
Ready to take
control of your future?
Spend less time managing the details — and more time enjoying what you’ve built. At Firstlight, we help you plan, protect, and grow your wealth with confidence and care.
