All Episodes
Episodes
#102 Estate Planning Roadblocks: A Psychotherapist’s Take
Sometimes a client stalls on their will, ghosts you completely, or suddenly has a reaction that feels wildly out of proportion to what’s actually happening.
In this episode, I’m joined by family business...
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#101 Testamentary Trust 101
Need an easy way to explain testamentary discretionary trusts to your clients?
This episode is a plain English introduction designed specifically for clients who want to learn more about TDTs.
Estate planning lawyers,...
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#100 100 Episodes Later: The 10 Lessons That Changed How I Think About Estate Planning
One hundred episodes in, I wanted to do something a little different.
In this milestone episode, I’m reflecting on the lessons that have genuinely changed the way I think about estate planning after nearly 18 years in...
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#99 The Legacy Beyond the Legal Documents
A will is an essential piece of an estate plan. But it can't capture a lifetime of stories, values and the moments that shaped who you are.
In this episode, I'm joined by Karren from Forever Told to explore the idea...
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#98 Guardianship or Grip? The Legal and Forensic Lens on Elder Abuse
Elder abuse remains one of the most pressing issues in succession and protective law. This webinar examines how abuse manifests, how it can be detected, and the remedies available to safeguard vulnerable...
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#97 If I Started an Estate Planning Firm Tomorrow, Here's How I'd Market It
Marketing can feel like a dirty word for lawyers. But if you're running a law firm (or hoping to one day), it's one skill you can't afford to ignore.
In this episode, I share exactly how I'd market an estate planning...
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#96 High Net Worth Clients: Not Just Standard Wills with More Zeros
When a client has significant wealth, it's tempting to think they simply need a more expensive version of your standard estate plan.
In reality, high net worth estate planning often requires a completely different...
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#95 How One Simple Question Could Change a Legacy
Australia is in the middle of a once-in-a-generation wealth transfer.
But when we prepare wills, how often do we help clients think beyond the default option of leaving everything to family?
At the end of the episode,...
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#94 Your Testamentary Trust Precedents Are Gathering Dust
You invested in new testamentary trust precedents. You skimmed the welcome email. And then... life happened.
If your testamentary trust precedents are still sitting in your inbox (or you've forgotten where you saved...
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#93 Booked, Busy and Burnt Out…
You left your old firm for more freedom and control.
Not to become the most overworked employee in your own business!
In this episode, I'm joined by Caralee Fontenele from Scalable Law to talk about the trap so many...
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#92 Estate Planning Is a Team Sport
Most lawyers join a membership for the resources.
The precedents. The training. The technical updates.
But after spending time with our members at Law Biz Con, I was reminded that the real value often comes from...
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#91 Don't Get Caught Out: Practical AML Tips for Estate Planning Lawyers
Back in Episode 76, we introduced the new anti-money laundering regime and what it means for estate planning lawyers.
Now it's time to get practical.
In this episode, I'm joined by Jessica Smith from Grant Thornton to...
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