All Episodes
Episodes
#40 From Manolos to RMs: Bernadette Terry's Sea Change to A Country Practice
What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate planning space.
In...
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#39 Securing the Digital Legacy: Crypto, Pre-Death Planning, and Post-Death Clean Up
Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.
In this podcast episode, crypto-consultant Jamie Reed...
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#38 Signs that it's time for a price rise
With the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.
So if your gut’s been whispering “should I be charging...
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#37 Unlock hidden revenue in your law firm
This episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.
Whether you've seen how good us estate planning lawyers have it...
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#36 Behind the scenes of our latest precedent update release
Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?
Spoiler alert: it's a lot more than a quick cut-and-paste job.
In this episode, we're lifting the curtain on the...
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#35 Stop! Don't deal with family trust succession in the will
It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.
In this episode,...
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#34 The toughest decision for clients with children - choosing guardians
Naming guardians for minor children in a Will is, hands down, one of the most emotional (and often avoided) parts of estate planning. It’s heavy, it’s real, and it's the most important decision you'll ever make.
As...
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#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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