All Episodes
Episodes
#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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#21 Help! I have to organise a funeral: Practical tips for including funeral wishes in estate planning
Let’s face it—unless you’ve been through it yourself, the idea of organising a funeral can feel overwhelming and downright intimidating. That’s why addressing funeral wishes in your clients’ estate plans is not just...
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#20 Unlock Your Law Firm’s Potential in 2025
In this episode, Tara sits down with Caralee Fontenele, lawyer, entrepreneur, and the brilliant mind behind Scalable Law, to talk about how she is changing the game for law firm owners.
We explore how adopting...
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#19 Succession planning for farming clients
Working with farming families can give rise to some unique issues, and estate planning is no exception!
In this episode, estate panning lawyers Claudia Maw and Nicky Grummitt share their tips and tricks for issues to...
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#18 The Impact of Money Blocks on Estate Planning Clients
In this episode, Carrie interviews financial adviser, Aime Sandri, about the impact of money blocks on the estate planning process.
Aime shares some powerful insights about the importance of factoring in the broader...
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#17 Should you document testator reasons for disinheriting beneficiaries?
When taking instructions to prepare a will, a testator will often have a whole slew of reasons justifying their decisions – from disentitling conduct of beneficiaries to particular relationship circumstances.
Not...
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