Estate Planning Consultancy for Lawyers & Law Firm Owners

I provide high-level, peer-to-peer strategic advisory support to lawyers and law firm owners practising in Estate Planning.

This is not mentoring or basic training. This is senior strategic collaboration on complex estate planning, risk management, and professional judgement.

I act as a second brain - helping you sharpen strategy, reduce risk, and improve outcomes for your clients while strengthening your own professional confidence.

Scope of Advisory (what I consult on)

I consult on:

• Estate planning strategy for complex families
• Blended family risk management
• Testamentary trusts and structural decision-making
• Client decision frameworks
• File strategy and second opinions
• Risk assessment and professional judgement
• How to explain complex strategies to clients in clear, confident language
• Practice design for Wills & Estates work
• Commercial pricing and packaging of estate planning services
• Managing difficult or high-conflict estate planning matters

I do not:

• Draft documents
• Run your files
• Take responsibility for your legal advice (you remain responsible)

ESTATE PLANNING CONSULTANCY

Estate Planning Strategy Advisory (Hourly)
$220.00 AUD per hour (Online) 

Best suited for:

• One-off second opinions
• Complex file strategy discussions
• Risk assessment on difficult matters
• Clarifying legal and strategic decision points
• Confidential professional sounding board discussions

What you receive:

• High-level strategic input
• Clear, practical frameworks where relevant
• Confidential, expert peer advice
• Structured thinking rather than informal “hallway” opinions

Estate Planning Strategy Advisory (1 Day - In Person - Toowoomba, Gold Coast, Brisbane)

$1,800.00 AUD for the day - 10am to 5pm (including travel)