Using social media to generate will writing leads
Following a Summer break the Today’s Wills and Probate podcast returns to discuss the challenge of generating new and consistent leads sources for will writing and legal business. A perennial challenge, host David Opie is joined by social media lead generation specialist Matt Jones, founder of Shed Social a digital lead generation agency to discuss […]
Dealing with the emotional side of private client work
The latest Today’s Wills and Probate podcast welcomes Emily Robertson, Associate from Burgess Mee, to talk about the impact her job has on her mental health and wellbeing. Emily is part of the private client team dealing with Wills, Trusts, Probate and Court of Protection. She explains that each of the disciplines bring with them […]
Branding is so much more than your logo
If we thought branding was about logos and then we’re absolutely wrong… it’s about reputation, meaning, culture, service and so much more according to Matt Davies who joins host David Opie on the latest Today’s Conveyancer podcast. Matt lives and breathes branding and his enthusiasm for the subject comes across through this discussion which provides […]
A day in the life of a private client lawyer
Scott Walker, a consultant solicitor with Richard Nelson LLP is the latest guest on the Today’s Wills and Probate Podcast, joining host David Opie to discuss the ups and downs of his working life as a private client practitioner. Scott is one of a new breed of consultant lawyers who effectively work for themselves whilst […]
The personal story of improving the probate process
In this latest Today’s Wills and Probate Podcast host David Opie is joined by Exizent co-Founder Aleks Tomczyk. In 2018-19 Aleks and Nick Cousins, his fellow co-Founder of what was to become Exizent, went through their own bereavement journeys and found the whole process frustrating. They also had friends of theirs in similar situations, sparking […]
20 years of innovation: The CTT Story
On the latest Today’s Wills and Probate podcast host David Opie welcomes Clive Ponder on to discuss his journey from miner to running one of the largest estate planning businesses in the country. CTT Group, formerly Countrywide Tax and Trust Corporation, now spans technology and software, accountancy and conveyancing alongside its estate planning business. The […]
Lead generation and conversion best practice in legal services
The latest episode of The Today’s Wills and Probate podcast considers the tricky challenge of generating leads and converting sales de organisations across the legal services spectrum. Joining host David Opie is Adam Stevens of The Law Superstore and Reallymoving.com. Experts in lead generation, the platforms generate thousands legal service enquiries each month. Adam shares […]
The National Wills Report – The Culture of Will Writing in the UK in 2023
In this latest episode of The Today’s Wills and Probate podcast host David Opie is joined by The National Will Register’s Astrid Bowser to discuss the release of a wide-reaching report into the culture of Will writing in 2023. The report follows a survey commissioned by The National Will Register into public perception about Will […]
Financial abuse, mental capacity, and LPA reform
In this latest episode of Today’s Wills and Probate host David Opie is joined by Giles Wilson Founder and Managing Partner Melinda Giles. With over 25 years experience in private client, Melinda brings a wealth of experience to a discussion which considers her expertise in financial abuse and associated issues with capacity; alongside reform and […]
Getting paid your true worth
The True Worth Expert Vanessa Ugatti joins host David Opie on the latest Today’s Wills and Probate Podcast. Vanessa works with professional services individual and organisations to help them understand their true value, and explain that better to clients to help them get paid their true worth, unapologetically. In her work Vanessa sees individuals and […]
Today’s Wills and Probate Podcast: Myth-busting Legacy Management
This episode of The Today’s Wills and Probate podcast sets out to myth-bust the relationship between probate practitioners and legacy managers; who up until more recent years might have been described as “frenemies!” A profession who deliver £3bn in charity revenues and enable the final wishes of somebody to be fulfilled is a rewarding career […]
How to set up a law firm: Part one
Michael Culver, founder and director of Culver Law and Chair of Solicitors for the Elderly joins Today’s Wills and Probate Podcast host David Opie to discuss his experiences of setting up Culver Law in 2021. Michael shares his motivations for setting up on his own and the the ups and downs of the set up […]
Paralegals – where would we be without them?
In this latest episode of the Today’s Wills and Probate podcast host David Opie is joined by National Association of Licensed Paralegal’s (NALP) former CEO and now Patron Amanda Hamilton Starting out running paralegal training programmes in the 90’s, at a time when the term “paralegal” was starting to be used more regularly in the […]
The Finders International Story
In this first Today’s Wills and Probate podcast of 2023 host David Opie is joined by founder of Finders International, Danny Curran. In 2022 Finders International celebrated its 25th Anniversary and in this podcast Danny discusses the challenges of running a business that has seen so much change since 1997, the changing face of genealogy […]
Today’s Wills and Probate Podcast: A year in conversation with the industry
2022 saw the launch of the Today’s Wills and Probate Podcast which has steadily grown in popularity over the last 12 months. With a new discussion released monthly, the podcast has tackled topics as diverse as technology, marketing, regulation; and delved into the world of probate property, genealogy and prepaid probate. The objective of the […]
Improving service delivery in private client
In this latest Today’s Wills and Probate podcast host David Opie is joined by Arken.legal CEO Dave Newick. A “technologist” in an industry where technology adoption has traditionally been slow, Dave shares his thoughts on whether the private client is ready for a technology revolution, or whether it will be more of an evolution. Add […]
Everything you need to know about auctioneering
In this latest Today’s Wills and Probate podcast host David Opie is joined by Aubrey Dawson, Managing Director of Dawson’s Auctioneers. Aubrey shares his experiences and expertise as an auctioneer along some wonderful stories about house finds. They do say that beauty is in the eye of the beholder and in one example Aubrey shares […]
Special Feature: Will Aid Month – November 2022
In this special edition of the Today’s Wills and Probate podcast host David Opie is joined by WillAid Chair and Head of Legacies at Save the Children, Jonathan Jacques, and Campaign Director Peter de Vena Franks to discuss WillAid month 2022. For the month of November, WillAid promote the opportunity for consumers to have a […]
Tips and traps in probate property valuations
In this latest podcast Today’s Wills and Probate podcast host David Opie is joined by RICS Surveyor Bill Wilkinson to discuss property valuations and imparts his expertise on how important professional “red book” valuations are when taking into consideration the tax implications. In the podcast Bill discusses the difference between a Surveyors and an estate […]
What is missing beneficiary insurance?
In this latest Today’s Wills and Probate podcast host David Opie speaks with Anglia Research’s Joe Lander about the pitfalls of missing beneficiaries, and how practitioners might best use resources available to deliver the best possible client service. Joe discusses the options open to practitioners and draws on 20 years experience in the insurance industry […]
