This episode is a little different to most others. It follows the progress of a journey towards retirement for one Estate Planner, and the problems and solutions that were encountered along the way. Sadly, the lady in question was diagnosed with a terminal condition during the process and passed away quite suddenly. I hope the lessons learned from her story can help you as your own story is written.

In this episode, we take a look at the function of proactively reaching out to clients to review their circumstances. We examine a few tips on how to do this successfully and we see what impact client reviews can have on the ultimate value of the business.

This episode looks at this unusual case which is a rare instance of a claim being brought on the grounds of a lack of knowledge and approval of the contents of the will, without any overlapping claims of lack of capacity or undue influence.  

This episode looks at how the value of a business or an individual's job position can be increased by implementing policies. 

In this episode, we will explore an idea that might be able to help us increase the value of our client's estates. This would be value in terms of both financial worth and the sentimental value to the future family.

This episode takes a look at five clauses that can be used to tailor LPAs, including: replacement attorney timing and ordering, maintenance clause, gift barring and access to the will.

This episode looks at the all-too-common response from clients that say "I'll do it myself online", when discussing LPAs. Why should clients choose to use a professional to help them create and register their LPAs? 

This episode looks at what our duty of care is to our clients when they request simple changes to their wills in the future. How much should we be doing to explore their present time circumstances fully as opposed to making the requested changes quickly and cheaply?

The central issue in this case from September 2025 is the witnessing of the will during the early days of the Covid Pandemic. We will take a close look at the judgement and see what we can learn for our own clients when there are unusual circumstances that present themselves at that critical event.

This is not a straightforward answer, but the episode looks at the different options that clients have available to them when there is a Property Protection Trust in the will, and the first testator dies.