All Episodes
Episodes
#33 Our Go-To estate planning resources
Whether you're just starting out in estate planning or you're a seasoned succession lawyer, having the right tools at your fingertips can make all the difference to finding the answers fast and staying on top of law...
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#32 Tips for choosing the financial controllers in an estate plan
Naming the right people to handle financial decisions in an estate plan isn’t just important - it’s everything.
Executors, trustees, and financial attorneys wield serious power, and a poor choice can lead to delays,...
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#31 More Executors, More Problems?
Many testators want to keep the peace and treat everyone fairly, so they suggest appointing all their kids as executors. Sounds smart, right?
Well… perhaps not.
While having more than one executor can provide...
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#30 Love, legacy and a little bit of chaos: Blended families in Estate Planning
Blended families bring unique challenges when it comes to estate planning.
From balancing competing interests to ensuring no one gets left out (or left too much!), it can often feel like there’s no perfect solution....
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#29 Should You Really Be Doing That Yourself?
Just because you can do something yourself doesn’t mean you should.
As lawyers, we’re literally trained to be the go-to problem solvers — but trying to do everything (from legal work to bookkeeping) is a one-way...
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#28 How do I break into offering testamentary trusts?
You know testamentary trusts are a game-changer for your clients, but actually getting started with recommending and drafting them?
That’s a whole different ball game.
Maybe you’re worried you don’t know enough,...
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#27 The Long and the Short of It: How Long Should a Basic Will Be?
When it comes to wills, size does matter — but maybe not in the way you think.
Some lawyers swear by a short-and-sweet approach, while others draft wills that read like War and Peace.
So, what’s the right length for...
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#26 Changing the public perception of estate planning in Australia
Let’s face it: the comments section on social media can be brutal, especially when it comes to estate planning. We’ve all seen the comments in the community facebook groups — "Wills are too expensive, just use an...
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#25 So, You Want to Start an Estate Planning Law Firm? Let’s Do This!
Whether you're ready to step away from a work environment that you've outgrown, or just love the idea of creating something that’s entirely yours, we’re here to help you kick off your journey with confidence!
In this...
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#24 Client Comprehension: How Deep Should You Go on Testamentary Trusts?
How Much Do Clients Really Need to Understand About Their Testamentary Trust Wills?
We know testamentary trust wills are a powerful tool for legacy building, but let’s face it — explaining them to clients can feel...
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#23 The Big Ask: Should You Agree to Be Your Client’s Executor
It’s one of the trickiest questions an estate planning lawyer can face: “Will you be my executor?”
On the surface, it might seem like a compliment, a vote of confidence in your abilities. But agreeing to take on this...
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#22 Paperclips, zombie clients & Australia Post – protect yourself against an estate planning lawyer's worst nightmare!
Cost agreements might not be the most glamorous part of estate planning, but they’re the secret weapon that stands between you and a lawyer’s worst nightmares — like clients who ask for a word version of the will so...
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