antonybrinkman

The Estate Planner’s Podcast

Business EN ↓ 78 episodes

This podcast covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate. The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public.

Author

antonybrinkman

Episodes

Your Appointment Structure 23.01.2023 23:45

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 10.01.2023 15:08

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 30.12.2022 18:45

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.