Episode 39: What We Really Ask in a Will Appointment: Inside the Estate Planning Process

🚨 Think writing your Will is just ticking a few boxes? Think again.

If you've ever walked into a legal meeting and felt totally unprepared—or like you were suddenly starring in your own episode of Who Wants to Be an Executor?—this one’s for you.

In this episode, Stacy lifts the lid on what actually happens during an estate planning appointment. From executors and backups (aka your legal “Plan B”) to what happens if everyone’s on the same flight—she’s sharing the real questions lawyers should be asking you, and why they matter so much more than you think.

Whether you’ve already got a Will, or you’re just starting to think about it (finally), this episode will help you feel more prepared and confident going into the process. And yes, it might even save you money.

🎧 What You’ll Learn:

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  What actually goes down in a proper estate planning appointment

  
  


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  How to choose your executor (and why they should want the job)

  
  


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  What lawyers ask about kids, guardians, and “clear no’s” 👀

  
  


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  Why your backup plans need backup plans

  
  


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  How to prepare so your legal meeting doesn't cost more than it needs to

  
  

“Don’t let everyone in your Will fly on the same plane. That’s a Royal Family-level disaster waiting to happen.” 💡 Helpful Links:

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  Book your estate planning consultation and learn more about our fixed-fee estate planning. Got questions? Drop us a line. Contact Aqua Legal & Conveyancing!

  
  

Know someone who’s overdue to sort their Will? (Or maybe that someone is you?)

👉 Share this episode with them or book your free 15-minute chat today—because peace of mind shouldn’t be on the bottom of your to-do list.

#EstatePlanningAustralia #WillsAndTrusts #ExecutorDuties #LegalAdviceMadeSimple #TheStacyMShow #AustralianLaw #FamilyPlanning #GuardianshipMatters #WillPower