The Estate Planner’s Podcast

The attestation of a Will or Lasting Powers of Attorney can be an undervalued activity for Estate Planners. This episode looks at the format of the attestation meeting as well as some of the ways that you can increase that value.

This case from 1870 remains important for Estate Planners to understand and be able to apply. It provides the test for mental capacity as it relates to writing a will. This episode covers the details of the case and the four-part test that was established by the court.

The time you spend live with your client is the pinnacle of the service you provide. A quality appointment is necessary to the production of accurate documents, but it is also the time that the client will form their opinion about you, your company and the standard of service that you are providing them with. Having a solid appointment structure is therefore vital to establish. This episode takes...

The Fact Find and the Instruction Form serve different purposes. Whilst they may be part of the same document, they should be treated differently. This episode explores the what the Fact Find should contain and why it is important to address these topics before the Instructions.

The most common mistake that I observe estate planners making is to give advice and to answer questions far too early in the estate panning process. This episode will look at why this is a problem, when the correct time is to give advice and goes through examples of how to address those situations so that the client knows their concerns will be addressed.