This week, we switch gears to talk about something that can make or break your estate planning practice: the customer experience. 

We dive into the top things clients hate about working with law firms—from confusing processes to bad timing—and how these pain points can impact your business.  

More importantly, we’ll share practical strategies to turn these frustrations into opportunities for client satisfaction and loyalty. 

If you want to keep your clients delighted and your firm thriving, this episode is a must-listen.

In this episode, Tara and Carrie tackle a common dilemma in estate planning: how much flexibility should trustees of testamentary trusts for minors have, and how can we prevent them from abusing that power? 

We explore the delicate balance between empowering trustees to adapt to unforeseen circumstances and the risks of giving them too much control. 

Should we give trustees with wide discretion, or is it safer to limit their scope and pass control to potentially financially immature beneficiaries at age 18? 

Join us as we weigh the pros and cons and share practical tips on what to consider when advising clients on this crucial decision. 

Download your free checklist “Top 10 mistakes when nominating financial controllers” here.

In this episode, Tara and Carrie dive into an unexpected twist in estate planning that might catch you off guard: how a testator’s super strategy on death can influence their adult children’s eligibility for the Centrelink childcare subsidy. 

We chat about why this surprising connection is so important, especially for clients with adult children who have children in childcare.  

If you’re advising clients on super strategies and haven’t considered this factor, it’s time to tune in and make sure you’re covering all the bases. 

This episode is a must-listen for any estate planning lawyer who wants to ensure they’re offering comprehensive advice that looks out for the next generation—literally.

Tara and Carrie discuss all the blocks your clients might be facing before they’re ready to say “Yes!” to investing in their estate plan.   

We share our tips on how to decide if you’re charging enough for your  estate planning services, and how to set your prices with confidence.

In this episode, Tara and Carrie chat about the practical and technical issues which arise when assisting a couple with their estate planning where one spouse has all the assets and the homemaker spouse makes significant non-financial contributions to the family.