The Art of Estate Planning Podcast

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 stayi…

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 c…

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 ca…

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…

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…

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 do…

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 th…

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…

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 co…

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 …

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 agreein…

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 versio…

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 p…

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 ho…

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 tr…

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 factori…

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 circu…

Do you get clients dragging their heels when it’s time to give you their estate planning instructions? 

It slows things down, and eats in to your profit margin. 

In this episode, Tara and Carrie dive…

When it comes to drafting testamentary discretionary trust wills, there’s one critical issue that has been flying under the radar since 2021 - Foreign Investment Review Board (FIRB) approval. 

If you…

Pricing future amendments to estate planning documents can feel like trying to predict the future—how do you balance client expectations with the risk and expertise involved? 

In this episode, Tara a…