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PODCAST

The Estate Planner’s Podcast

This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients. It 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

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All Episodes

14:15

The Power of Acknowledgement

The Estate Planner’s Podcast ·

2026/04/19

Probably our most imporant skill that we employ with clients is the skill of communication. One element of that skill is the acknowledgment of a client's answer to a question. This episode looks at some of the mistakes that can be made with acknowledgements.

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15:28

The Caparo Test and White v Jones

The Estate Planner’s Podcast ·

2026/04/04

What is the extent of our duty of care? Is that duty only to the client - the testator of the will - or does it extend to the beneficiaries of the Will that we write? We take a look at two relevant cases in this episode to answer the question.

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20:03

Increasing the Value of Your Business - A Cautionary...

The Estate Planner’s Podcast ·

2026/03/15

This episode is a little different to most others. It follows the progress of a journey towards retirement for one Estate Planner, and the problems and solutions that were encountered along the way. Sadly, the lady in question was diagnosed with a terminal condition during the process and passed away quite suddenly. I hope the lessons learned from her story can help you as your own story is written.

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18:59

Increasing the Value of Your Business With Client...

The Estate Planner’s Podcast ·

2026/02/22

In this episode, we take a look at the function of proactively reaching out to clients to review their circumstances. We examine a few tips on how to do this successfully and we see what impact client reviews can have on the ultimate value of the business.

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23:54

Stephenson v Daley (2026)

The Estate Planner’s Podcast ·

2026/02/02

This episode looks at this unusual case which is a rare instance of a claim being brought on the grounds of a lack of knowledge and approval of the contents of the will, without any overlapping claims of lack of capacity or undue influence.

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17:06

Increasing the Value of Your Business With Policies

The Estate Planner’s Podcast ·

2026/01/15

This episode looks at how the value of a business or an individual's job position can be increased by implementing policies.

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18:47

A Thought Experiment

The Estate Planner’s Podcast ·

2025/12/22

In this episode, we will explore an idea that might be able to help us increase the value of our client's estates. This would be value in terms of both financial worth and the sentimental value to the future family.

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19:04

LPA Safeguarding Clauses

The Estate Planner’s Podcast ·

2025/12/08

This episode takes a look at five clauses that can be used to tailor LPAs, including: replacement attorney timing and ordering, maintenance clause, gift barring and access to the will.

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18:08

Countering the DIY LPA

The Estate Planner’s Podcast ·

2025/11/15

This episode looks at the all-too-common response from clients that say "I'll do it myself online", when discussing LPAs. Why should clients choose to use a professional to help them create and register their LPAs?

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17:57

I Just Want to Remove an Executor

The Estate Planner’s Podcast ·

2025/11/03

This episode looks at what our duty of care is to our clients when they request simple changes to their wills in the future. How much should we be doing to explore their present time circumstances fully as opposed to making the requested changes quickly and cheaply?

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24:34

Coady v Coady 2025

The Estate Planner’s Podcast ·

2025/10/19

The central issue in this case from September 2025 is the witnessing of the will during the early days of the Covid Pandemic. We will take a close look at the judgement and see what we can learn for our own clients when there are unusual circumstances that present themselves at that critical event.

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17:54

PPTs - Is the Will the Trust?

The Estate Planner’s Podcast ·

2025/09/22

This is not a straightforward answer, but the episode looks at the different options that clients have available to them when there is a Property Protection Trust in the will, and the first testator dies.

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16:37

Section 33

The Estate Planner’s Podcast ·

2025/09/08

In this episode, we take a look at Section 33 of the Wills Act 1837, to answer the classic estate planning question: what happens if the child of a testator, who is also a beneficiary in the will, dies before the testator leaving children of their own?

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15:50

Fixing the Unfixable

The Estate Planner’s Podcast ·

2025/08/25

This episode looks at rectification and construction, their differences and applications, along with some real world examples of each.

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17:40

Khatun v Hasan

The Estate Planner’s Podcast ·

2025/07/28

This case from July 2025 focuses on the forgery of a will that was "found" a couple of months after the deceased passed away. The supposed will disinherited the deceased's only daughter in favour of a man the family barely knew.

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14:22

Lock, Stock and Two Smoking Beneficiaries

The Estate Planner’s Podcast ·

2025/07/08

Shotguns and Firearms. Can a firearm be left as a gift in a will? If so, what considerations should be given to the gift and can we help our clients to avoid creating any unnecessary problems with this potentially serious gift?

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13:39

Law Commission Proposals

The Estate Planner’s Podcast ·

2025/06/13

The Law Commission proposes reforms to the 1837 Wills Act. Needless to say, this would mean major changes to the profession. This brief episode looks over the headline proposals and what these changes might mean for practitioners.

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17:22

Square Pegs and Round Holes

The Estate Planner’s Podcast ·

2025/05/19

Have you ever been given an instruction from a client that just didn't work from a legal perspective? This episode looks at how to help the client fit that square peg instruction in to the round hole of thier will.

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12:03

Your Level of Exchange

The Estate Planner’s Podcast ·

2025/05/05

In this episode we take a look at how and what we exchange with our clients, and think about some of the ways that we can increase that level of exchange to create more impact.

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18:43

Tedford v Clarke 2025

The Estate Planner’s Podcast ·

2025/04/21

This recent case involves a very poorly drafted and ambiguous will. We take a look at the clauses that caused the problems and review the court's analisis so that we can avoid similar situations that we might face when drafting our client's wills.

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76 results

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