Just because you can do something yourself doesn’t mean you should.  

As lawyers, we’re literally trained to be the go-to problem solvers — but trying to do everything (from legal work to bookkeeping) is a one-way ticket to burnout.  

So, how do you decide what to DIY and what to outsource in both your law firm and your personal life?  

In this episode, we’re unpacking the great DIY vs. delegate debate.  

If you’ve ever wondered whether you should be the one doing something—or if you’re just doing it out of habit—this one’s for you.  

If you're ready to outsource your estate planning precedent maintenance, you can check out the Art of Estate Planning precedents here.

You know testamentary trusts are a game-changer for your clients, but actually getting started with recommending and drafting them?  

That’s a whole different ball game.  

Maybe you’re worried you don’t know enough, don’t have the right precedents, or just don’t know how to explain them to your clients.  

We’ve got you!  

In this episode, we’re mapping out the exact resources available to support you to confidently add testamentary trusts to your estate planning services.  

And because we love a good shortcut, we also introduce Testamentary Trusts: The Essential Guide for Australian Lawyers — our brand-new online course designed to give you everything you need to start recommending and preparing testamentary trusts with confidence.

If you’re ready to stop second-guessing and start taking action, this episode is for you.  

Find out more about our online course Testamentary Trusts: The Essential Guide here.

When it comes to wills, size does matter — but maybe not in the way you think.  

Some lawyers swear by a short-and-sweet approach, while others draft wills that read like War and Peace.

So, what’s the right length for a basic will?  

And how do you strike the perfect balance between brevity and bulletproof legal protection?  

Tune in now to find out where to draw the line (literally)!  

If you're ready to level up your estate planning precedents, you can check out the Art of Estate Planning precedents here.

See this video with our will binding tips.

Let’s face it: the comments section on social media can be brutal, especially when it comes to estate planning. We’ve all seen the comments in the community facebook groups — "Wills are too expensive, just use an online will kit!" or "Lawyers aren't worth the money!" It’s frustrating, especially when we pour our heart and soul into our work.

Here’s the silver lining: criticism can be a goldmine of insight.

In this episode, we’ll chat about:

We believe estate planning is about so much more than paperwork. It’s about securing futures, creating legacies, and providing peace of mind. And while it can feel overwhelming to tackle negative perceptions about something we care so deeply about, we’re here to help you stay focused on what's important and keep making the estate planning industry a more accessible and impactful place.

Want to continue the conversation? Join us in The Art of Estate Planning Facebook Group

Whether you're ready to step away from a work environment that you've outgrown, or just love the idea of creating something that’s entirely yours, we’re here to help you kick off your journey with confidence!

In this episode, we’re dishing out all the unsolicited advice about what to do (and not do!) to get your estate planning firm off the ground.

Launching your own firm might feel daunting, but trust us — it’s also totally doable (and heaps of fun!).

Our Estate Planning Pricing Toolkit pack is available here.

The Youtube video about the A3 will binding method mentioned in this episode is available to watch here.

The Entity Power of Attorney Precedent template is available to purchase here.

How Much Do Clients Really Need to Understand About Their Testamentary Trust Wills?  

We know testamentary trust wills are a powerful tool for legacy building, but let’s face it — explaining them to clients can feel like speaking a different language. So, how much of the trust deed does your client actually need to comprehend before signing on the bottom line?  

In this episode, we debate the delicate balance between ensuring your client understands their will’s key features, whilst not frustrating them to tears with tedious detail. We’ll share practical tips for breaking down the complexity, while still covering your professional and ethical obligations.

The youtube video mentioned in this episode is available to watch here.

It’s one of the trickiest questions an estate planning lawyer can face: “Will you be my executor?”

On the surface, it might seem like a compliment, a vote of confidence in your abilities. But agreeing to take on this role can come with a world of complications—both personal and professional.

Whether you’re considering saying yes or wondering how to decline without offending your client, this episode is packed with actionable advice to help you handle the conversation with confidence.

Cost agreements might not be the most glamorous part of estate planning, but they’re the secret weapon that stands between you and a lawyer’s worst nightmares — like clients who ask for a word version of the will so they can make a few changes, or forget to tell you about one of their children.  

In this episode, Tara and Carrie dive into what every estate planning lawyer needs to include in an airtight cost agreement.  

Audit your cost agreement terms with our 15 Essential Clauses To Include In Your Cost Agreement for Estate Planning Matters.

Our Estate Planning Pricing Toolkit pack is available here.

Let’s face it—unless you’ve been through it yourself, the idea of organising a funeral can feel overwhelming and downright intimidating. That’s why addressing funeral wishes in your clients’ estate plans is not just thoughtful — it’s essential.  

In this episode, we share some practical tips for documenting client preferences in a way that reduces future stress for loved ones, and the surprising details we discovered when we had the privilege of organising funerals.

Funeral wishes are about so much more than logistics — they’re a powerful way to honour your client’s legacy and support their family during a challenging time.

The letter of wishes workbook resource discussed during this episode is available here.

Carrie's helpful video with the instructions on how to set up a legacy contact on your iPhone is here.

In this episode, Tara sits down with Caralee Fontenele, lawyer, entrepreneur, and the brilliant mind behind Scalable Law, to talk about how she is changing the game for law firm owners.

We explore how adopting scalable systems and strategies can help you build a firm that’s not only more profitable but also gives you the freedom to focus on what really matters - create a thriving business and reclaim the joy in your practice.

Caralee’s approach to law firm growth isn’t about working harder; it’s about working smarter.

If you’re ready to make 2025 your best year ever in law, this episode is for you.

Learn more about Caralee and Scalable Law here.