Today's Wills & Probate Podcast

Today's Wills and Probate
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Today's Wills & Probate Podcast

The Today's Wills & Probate Podcast will speak to some of the industry's most influential people and those at the forefront of innovation. Listeners will have the opportunity to pick up key business insights, gain valuable knowledge and ask questions to guests. 

  1. NOV 14

    Probate administration; better or worse?

    What is the current sentiment across the profession around wills, probate, client experience, speed of administration, attitude toward financial services... that is the topic of the latest Today's Wills and Probate which delves into the recently published "Bereavement Index"; an annual report tracking the key issues facing individuals and firms dealing with the administration of death.It is a "state of the nation" says Aleks Tomczyk, the report's author and co-Founder and Managing of Exizent,...

    32 min

  2. OCT 31

    Shared experience; insight and best practice in estate administration

    Legal Services Director at Kings Court Trust Charlotte Toogood joins the latest Today's Wills and Probate podcast to impart her experience of working in estate administration over the last 16 years. With contentious probate on the rise Charlotte shares her thoughts on what we can do as practitioners, and how we can better advise families to either avoid disputes, or deal with them constructively and to the benefit of all. "There is a lot of information in the national press about estate...

    37 min

  3. OCT 24

    Case Review: The Lessons of Leonard v Leonard

    Today's Wills and Probate Host David Opie is joined by Birketts' Head of the Private Wealth Dispute Team Bernadette Baker and Partner in the team Kate Harris to discuss the case of Leonard v Leonard; a convoluted and disputed probate case concerning the estate of Jack Leonard and the validity of two separate Wills. Bernadette leads with a comprehensive outline of the case, including considerations for Jack's blended families, his extensive business interests and in later life, failing he...

    30 min

  4. OCT 17

    QualitySolicitors - The next chapter

    As one of the disruptors in the wake of the Legal Services Act 2007 QualitySolicitors (QS) was launched in 2009 with the ambition to help the high street fight back against the anticipated onslaught of major brands entering the legal market - so-called 'Tesco Law.'QS grew rapidly, with firms up and down the country adopting the familiar black and pink branding, adding the name "QualitySolicitors" to their firm name to create greater brand recognition. In 2011 an investment of c.£100m saw Pala...

    26 min

  5. OCT 10

    Free and low cost will schemes - good or bad?

    Free and low cost will schemes are an established part of the wills and probate sector, providing charities with valuable legacy income streams, and practitioners with their largest source of lead generation. The latest Today's Wills and Probate Podcast welcomes Richard Millar of Capacity Marketing on to discuss the value of free and low cost will networks. Capacity Marketing is probably one of those companies you've never heard of, but have almost certainly come across in some way. The...

    26 min

  6. OCT 3

    Don't forget about attendance allowance

    Dean Morgan is the Managing Director of a franchise of Grey Matters Consultancy; a business founded with the aim of meeting the needs of those in retirement at the point they need additional assistance, and for offering guidance to those who have the responsibility for their care. Dean is himself a franchisee based in Cardiff with a background in social care and through Grey Matters provides a range of services focused on identifying financial support for the elderly and vulnerable; anything ...

    21 min

  7. SEP 26

    The launch of the National Association of Independent Administrators

    Helen Stewart, Partner and Head of Probate at Thomson, Snell & Passmore joins the latest Today's Wills and Probate Podcast to discuss the launch of a new association to support collaboration and best practice amongst independent administrators (IAs) and estates in conflict. The National Association of Independent Administrators (NAIA) brings together contentious and non-contentious practitioners in disputed estate administration work. The work of IAs is important, says Helen, citing...

    22 min

  8. SEP 19

    Wills in North America vs England & Wales

    Tim Hewson joins the Today's Wills and Probate podcast to discuss LegalWills - his Canadian-based technology company providing will writing and estate planning services in Canada and North America. The business started in a bar in Ottawa where Tim and his colleagues were discussing whether any of them, all successful tech high-flyers, had a will or had considered any form of later life and succession planning. Somewhat serendipitously none of them had and it sparked the idea to launch the bus...

    32 min
See All (53)

About

The Today's Wills & Probate Podcast will speak to some of the industry's most influential people and those at the forefront of innovation. Listeners will have the opportunity to pick up key business insights, gain valuable knowledge and ask questions to guests. 

Information

  • Creator
    Today's Wills and Probate
  • Years Active
    2021 - 2024
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © 2024 Today's Wills & Probate Podcast
  • Show Website
    Today's Wills & Probate Podcast

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