When taking instructions to prepare a will, a testator will often have a whole slew of reasons justifying their decisions – from disentitling conduct of beneficiaries to particular relationship circumstances.   

Not only do testators want the validation of seeing their reasons written down, but they also want to make sure they’re given a voice ‘from the grave’. 

In this episode, Carrie interviews barrister Caite Brewer and estate planning lawyer Michele Davis who will share their wisdom for will drafters on when it is helpful to formally document a testator’s reasons and when to let sleeping dogs lie. 

You can watch the video version of this conversation here: https://youtu.be/H4FZDyZCHLs?si=azYrrNXYzQuZCHAW

Caite and Michele also have their own podcast, The Heir Waves, which you can listen to here: The Heir Waves Podcast