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 enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public. The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.
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Episodes
Monday Mar 24, 2025
Monday Mar 24, 2025
The central point of this case was whether the intention of the settlor in creating a trust had been one thing or another. Or, if there had been two purposes, does it make a difference whether one is more significant than the other.
Monday Mar 10, 2025
Monday Mar 10, 2025
Survivorship clauses are commonly applied to wills made by couples so that if they die together or within a short period of time, the estate of the first to pass does not go to the survivor but goes to the substitute beneficiaries directly. This episode looks at the occasions when this is beneficial and when it is not.
Monday Feb 24, 2025
Monday Feb 24, 2025
This case is a rare example of the courts having to potentially apply the Commorientes rule for a situation in which there is uncertainty about which of two people passed away first.
Monday Feb 10, 2025
Monday Feb 10, 2025
I share a personal story to start off this episode, as it helped me to bring some clarity to my own functions and activities as an estate planner. We then look at how the same principle applies with clarifying your client's purposes.
Monday Jan 27, 2025
Monday Jan 27, 2025
In this episode, we take a look at one form of promotional activity for estate planners - networking - to explore the effective methods of generating new leads, and some key errors to avoid.
Monday Jan 13, 2025
Monday Jan 13, 2025
In this episode, we take a look at some of the different hats that we wear as estate planners and the occasions when mixing up the hats can lead to unnecessary problems.
Monday Dec 30, 2024
Monday Dec 30, 2024
This episode looks at the use of the Hotchpot clause in wills. We take a look at some of the problems with its use and the solutions to fully achieve the testator's wishes.
Monday Dec 16, 2024
Monday Dec 16, 2024
This is an extended episode, covering the September 2024 case of Oliver v Oliver. The case involves elements of Section 9 of the Wills Act, Testamentary Capacity and Undue Influence.
Monday Nov 18, 2024
Monday Nov 18, 2024
This is the third and final episode on the Competition and Markets Authority guidance for unregulated legal services. This episode covers the topics of Reasonable Care and Skill and Sales Practices.
Monday Nov 04, 2024
Monday Nov 04, 2024
This episode continues the review of the Competition and Markets Authority guidance for unregulated legal services, and specifically looks over their provisions covering the fairness of contract terms.
The Estate Planners Podcast
Whether you have been an estate planner for two weeks or two decades, if you are interested in learning and improving your knowledge and skills, then I invite you to listen.
The majority of estate planners believe in what they do - that the services we bring to market have genuine value, often life-changing value, and that this is therefore far more than 'just a job'.
When a dear friend of mine passed away in 2009 at the age of 42, his several businesses, his family and the charities that he was actively involved in all suffered heavily. Whilst everyone that knew him felt the loss, so much of the suffering could have been avoided if he had made a Will and Lasting Powers of Attorney. Since that time, I have dedicated myself to doing all I can to help estate planners achieve great results for their clients so that the same unnecessary upset is avoided for others.
I happily share my observations, research and developments with you in this podcast, and I welcome your kind attention.
- Antony Brinkman