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Charlotte Schaefer

Legal Practitioner Director

Charlotte was born in Melbourne, grew up on a farm in north-west New South Wales, lived in Canberra to complete her law degree then moved to Sydney in 1998. Since 2011, sunny Dee Why on Sydney’s Northern Beaches has been her home.

Charlotte started general legal practice in suburban Sydney moving into commercial litigation at Kemp Strang Lawyers, where she became a partner. Following her passion, she set about obtaining qualifications in genealogical research and wills and estates law, with an end of life specialisation.

Genealogical research to establish intestate estate entitlements is where she cultivated a capacity to think laterally and strategically. Being a key part of the circle of support for a dying family member was where she came to understand how end of life plans are about more than making a will. Her subsequent End of Life Doula training transformed her understanding of how we show up and look after our own in our dying time.

Working with her clients to consider their unique story and circumstances and prepare their estate planning documents, to explain sometimes complex concepts, facilitate the decision-making process and handle sensitive and private matters with care and respect is a great privilege and a process she enjoys immensely.

Charlotte was awarded “Best Graduating Masters Student in Estate Planning” in January 2022, on completion of a Master of Applied Law (Wills & Estates and Estate Planning) at the College of Law, Sydney. Now, she is focused on continuing to serve her community in this important, specialised legal space.

Charlotte is down-to-earth, organised, resourceful, big-hearted and dedicated.

Julie Coulton

Julie Coulton

Senior Legal Professional

Julie Coulton is a legal professional, practised in the administration and prosecution of the law, after more than a decade working in commonwealth and state government agencies, including the Commonwealth Director of Public Prosecutions and the Royal Commission into Violence, Abuse, Neglect, and Exploitation of People with Disability. She was formerly a judge’s associate of the Workers’ Compensation Court of NSW, and an administrative financial adviser in the Department of Parliamentary Services (NSW).

Julie holds a Bachelor of Arts degree, majoring in archaeology and history, and has worked as a private researcher on the trail of mysteries as diverse as missing eighteenth-century British naval swords, that may or may not have a link to Errol Flynn, through to locating a lost witness in the tale of Michael Rockefeller, the anthropologist and heir to the Rockefeller fortune, who disappeared while working amongst New Guinea’s last head-hunting tribe, the Asmat, in 1961. Closer to home, she’s currently researching the dark and untold story of infanticide in late-Victorian and Edwardian Sydney.

For 25 years she’s been an avid family history researcher and writer, and, in 2015, she graduated with distinction from the Society of Australian Genealogists’ certificate in genealogical research program. Her love of genealogy began around the dinner table, where she first heard old family stories of her 5x great-grandfather, Michael Dwyer, the Wicklow Chief, and leader of the 1798 Irish uprising against English rule, who’s buried at Waverley cemetery, Sydney, along with her 5x great-grandmother Mary, in the world’s largest monument to Irish nationalism.

Qualifications

Master Of Laws (Applied Law) Majoring In Wills & Estates And Estate Planning
2016 – 2022 – College of Law, Sydney

End of Life Doula Training
May 2020 – Preparing the Way, Helen Callanan, Sydney

Deathwalker Training
June 2018, Natrual Death Care Centre – Zenith Viragao

DIP FHS – Diploma in Family Historical Studies, Death in a Colonial Australian Family: a genealogical study of death across four generations
2014 – 2015, Society of Australian Genealogists

Graduate Diploma in Local, Family & Applied History
2007- 2010 – University of New England

Bachelor Of Arts, Bachelor Of Laws
1994 – 1998 – BA LLB – The Australian National University

Professional contributions

6, 13, 27 September 2022 – Presenter – Masterclass Trilogy on End of Life Law, Preparing the Way

14 March 2022 – Interview A holistic approach to estate planning : Meet Charlotte Schaefer

24 September 2021 – Speaker – “Beneficiary X? Tales from the Australian legal genealogist”, Queensland Succession and Elder Law Conference

26 Feb 2020 – Interview – Intestacy Research, Evenings with Dom Knight, ABC Radio

10 September 2019 – Interview – Intestate Entitlement, Channel 7 news

8 September 2019Speaker – “International Genealogy of Intestacy”, Blue Mountains Succession Law Conference, Hydro Majestic, Blue Mountains

10 March 2018 – Speaker – “Families, Property and Death – Making sense of estate records through time”, 15th Australasian Congress on Genealogy and Heraldry, International Convention Centre, Sydney

July 2015 – LSJ Article – “Searching for beneficiaries: how far does a practitioner’s duty extend?” Law Society Journal (NSW)

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