What Happens in the Session
Learn About You
We'll discuss your family and financial circumstances to understand your unique situation.
Asset Treatment
We'll discuss how your assets, including superannuation and insurance, are treated under the law.
Identify Priorities
Together we'll clarify your key priorities and wishes for your estate plan.
Highlight Risks
We'll identify any time-sensitive issues or possible risks that need attention.
Explain Documents
We'll explain what legal documents you might need, such as wills or powers of attorney.
Next Steps
You'll receive an outline of your recommended next steps, tailored to your needs.
Why It's Valuable
Even if you already have a will, this session helps ensure your plan still aligns with your life now. We often find that:
Changes in property, family, or super can make an existing plan outdated.
Small oversights can unintentionally revoke or weaken your will.
Clarifying strategy upfront prevents costly corrections later.
This session is your chance to understand your options clearly before spending more.
Cost and Credit
$129
The Strategy Session costs $129, which includes the exclusive referrer's discount.
If you proceed with Birdie Law to prepare your estate planning documents, this fee will be credited towards your final bill.