What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate planning space.

In this episode, we chat with Bernadette about her bold move from big law to boutique life in the coastal town of Albany, WA. She shares the highs, the challenges, and how she’s carved out a fulfilling and profitable niche practice far from the city grind.

If you’ve ever daydreamed about leaving the corporate hustle behind, this episode is your permission slip.

Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.

In this podcast episode, crypto-consultant Jamie Reed will step us through best practice for:

With the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.

So if your gut’s been whispering “should I be charging more?” — this episode is your cue to stop ignoring it.

In this timely episode, we unpack:

And if you’re ready to update your pricing but don’t want to start from scratch, we've got you covered with our estate planning pricing toolkit

This episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.

Whether you've seen how good us estate planning lawyers have it and want some of that freedom & joy for yourself, or you think estate planning could be a perfect complement to your existing specialisation - this episode lifts the lid on why estate planning is a booming industry, why estate planning is a highly profitable and enjoyable episode and why you don’t need to be an estate planning expert to start (you just need the right tools).

If the law hasn't been sparking joy for you lately - listen to this episode to see if estate planning could be the answer you've been looking for!

The two papers mentioned in this episode are:

Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?

Spoiler alert: it's a lot more than a quick cut-and-paste job.

In this episode, we're lifting the curtain on the latest update release for our precedents — sharing the behind-the-scenes chaos, decisions, late night edits, and why we’re so obsessed with making sure every clause earns its keep.

If you’re a precedent nerd like us (nerds unite!) or just curious about how the sausage gets made, this episode is your backstage pass.

It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.

In this episode, I'll explain why that approach is ""so 90s"" and share my tips on how to implement a failproof succession plan for family trusts.

If you want to dive into this topic in more detail, check out our detailed free training video "Succession Planning for Discretionary Trusts"

Naming guardians for minor children in a Will is, hands down, one of the most emotional (and often avoided) parts of estate planning. It’s heavy, it’s real, and it's the most important decision you'll ever make. 

As estate planning lawyers, we know this decision is too important to ignore.  

In this episode, I share my tips on how to support clients to make a thoughtful, values-based decision (instead of just defaulting to the nearest relative who seems okay-ish).   

We cover:  

Why clients procrastinate on naming guardians (and how to gently get them unstuck)  

Practical questions to help guide the decision-making process  

The role of letters of wishes and family discussions    

If you’ve ever had a client freeze when you ask about guardianship, this episode is for you. You’ll walk away with fresh strategies to guide them through one of the most personal choices they’ll ever make.

Whether you're just starting out in estate planning or you're a seasoned succession lawyer, having the right tools at your fingertips can make all the difference to finding the answers fast and staying on top of law changes.

In this episode, I’ve dug into my little black book of estate planning resources to bring you my carefully curated guide to the best podcasts, courses, precedents, and communities in the industry.

Download our list here.

Naming the right people to handle financial decisions in an estate plan isn’t just important - it’s everything.  

Executors, trustees, and financial attorneys wield serious power, and a poor choice can lead to delays, lost opportunities, and potentially years wasted in court.

But for many clients, these roles are a complete mystery.

So, how do you guide them toward a well-considered and balanced decision?

Supporting your clients in choosing the right people for these roles is one of the most valuable things you can do as an estate planner, and in this episode, I share my tips and tricks for choosing financial controllers.

Many testators want to keep the peace and treat everyone fairly, so they suggest appointing all their kids as executors. Sounds smart, right?

Well… perhaps not.

While having more than one executor can provide accountability and share the heavy load, it can also lead to delays, disputes, and general chaos (cue dramatic courtroom music).

So, when is appointing multiple executors a smart move, and when is it a ticking time bomb?

In this episode, we break down:

If your clients are set on naming all their adult children, this episode will arm you with the talking points to guide them toward a functional estate plan.