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 27, 2023
Monday Mar 27, 2023
Animus Testandi is the intention to make a Will. This episode takes a look at how that intention might not be present at the moment of writing a Will and what the effect of that would be. We look at some key cases that illustrate the principle and apply some practical tips so that you can ensure Animus Testandi is present and evidenced.
Monday Mar 13, 2023
Monday Mar 13, 2023
Following up your clients is a task and a skill that is applied across almost all aspects of estate planning. From the first moment of contact with the prospective client to the final conclusion of their case, you will be following up. This episode looks at that activity and shares some key mistakes that can be made when following-up, and how to avoid them.
Monday Feb 20, 2023
Monday Feb 20, 2023
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.
Monday Feb 06, 2023
Monday Feb 06, 2023
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.
Monday Jan 23, 2023
Monday Jan 23, 2023
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 a broad look at five segments to your appointment's structure.
Tuesday Jan 10, 2023
Tuesday Jan 10, 2023
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.
Friday Dec 30, 2022
Friday Dec 30, 2022
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.
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