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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.
73 Episodes
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In this episode of the Today’s Wills and Probate podcast, host David Opie is joined by Elka Goldstein, founder of Sort & Store, to explore how estate clearance is being reimagined for one of probate’s most emotionally fraught tasks: clearing a loved one’s home. Sort and Store has taken the traditional house clearing process and introduced a digital element, documenting and cataloguing every item into a private online catalogue. Everything is then relocated to a secure warehouse and placed...
In this episode of Today’s Wills and Probate, host David Opie welcomes Dan Baines, Founder and CEO of Advanced Inheritance, for a deep dive into the growing role of probate lending in modern estate administration. With delays in probate often leaving beneficiaries in financial limbo, organisations like Advanced Inheritance now offer a regulated, consumer-first solution designed to ease the provide reassurance to families. The conversation explores two key areas of innovation in this spa...
This episode of the Today’s Wills and Probate Podcast is hosted by David Opie and features Lucinda Frostick, Director of Remember A Charity, and Meg Edwards, a solicitor specialising in trusts and estates disputes at Shakespeare Martineau. Their discussion centres on legacy giving, inheritance tax, and the importance of clear communication between advisors and clients. Lucinda introduces Remember A Charity’s mission to encourage charitable bequests through a consortium of 200 member charities...
In this episode of the Today’s Wills and Probate Podcast, host David Opie explores the evolving world of probate property sales through the lens of auctions. He’s joined by Russell Taylor, Managing Director and Auctioneer at probate.auction, and Corin Holness, Corporate Relationship Director. Together, they unpack how the auction process is helping executors, legal professionals, and beneficiaries realise better returns and greater transparency when selling estate property. Russell, with 25 y...
In this episode of the Today’s Wills and Probate Podcast, David Opie welcomes a panel of legal experts to explore the recent Addison and Niaz case and its important implications for Larke v Nugus requests. He is joined by Lucy Scourfield, associate in the contentious trusts and probate team at Forbes Solicitors; Shannon Thompson, a non-contentious Wills, Trusts and Probate solicitor at Forbes, who are representing the firm; and Norman Lamb, a barrister from Nine Chambers, specialising in cont...
In this episode of the Today’s Wills and Probate podcast, host David Opie welcomes Anthony Allsopp, Head of Business, and Simon Barber, Technical Manager at Title Research, to explore the nuanced challenges of probate genealogy and the role of missing beneficiary insurance. The conversation begins with a look at Title Research’s history, from its founding in 1965 to its evolution into a specialist firm focused on genealogy and international asset repatriation. Allsopp outlines the company’s s...
The project to modernise wills law book-ends the career of Professor Nick Hopkins in his role as the Commissioner for Property, Family and Trust Law at The Law Commission as he departs in the coming months following the end of his tenure. Before he departs Nick sits down with Today's Wills and Probate Podcast host David Opie to discuss the culmination of 10 years' effort, resulting in the 500-page Modernising Wills Law report and associated draft bill. He explains the focus of the repor...
In this episode of the Today’s Wills and Probate Podcast, host David Opie welcomes Sam Grice, founder of Octopus Legacy (formerly Guardian Angel), to discuss the origins, evolution, and future ambitions of one of the fastest-growing companies in the end-of-life planning and bereavement support space. Sam's journey into the wills and probate sector began with a deeply personal tragedy. In 2017, while working in financial services, Sam lost his mother suddenly in a car accident. At just 27, he ...
In the latest episode of the Today’s Wills and Probate Podcast, host David Opie discusses the intriguing and often surprising world of probate genealogy with Eileen Lavelle, Regional Head at Anglia Research. Eileen offers a behind-the-scenes look at what it means to be a probate genealogist and how their work dovetails with the probate process. Eileen's day-to-day role involves identifying and locating rightful heirs, constructing family trees, and providing solicitors with the necessary docu...
The latest Today's Wills and Probate Podcast welcomes workplace culture and staff retention specialist Andre Thomas of Thomas Telman to discuss the critical importance of cultivating a positive workplace culture and the direct impact this has on staff retention and overall business success. The firm has created a empirical methodology by which culture can be measured through engagement surveys, focus groups, and one-on-one interviews. He identifies 15 key data points for assessing culture, in...
In this latest episode of the Today’s Wills and Probate Podcast, host David Opie is joined by Stephen Lawson, Partner at IDR Law and Elizabeth Gibbison, a solicitor at Irwin Mitchell and Chair of Law Society Private Client Solicitors Section Advisory Committee, to discuss the likely contents of the Wills Act 1837 by the Law Commission, its wider implications, and the broader legislative changes facing the private client sector The Wills Act has remained largely unchanged for over 150 years. T...
Arken Group CEO Dave Newick joins the Today's Wills and Probate Podcast to discuss the output of a recent report published by Arken looking at the current landscape of the private client sector. The podcast focuses on three key discussion points borne out of the report; law firms and professionals need to be; better at understanding the data they holdproactively manage the changing employment landscapeexplore scalability and finding their marketplace."Strategically navigating a consolid...
In this Today’s Wills and Probate Podcast, host David Opie sat down with Mariam Khan, Solicitor at WMP Legal, to discuss the complexities of Islamic wills and estate planning. Many will writers and solicitors do not have the expertise to draft wills that align with both English law and Islamic inheritance principles. Mariam Khan has developed this niche expertise, ensuring that her clients receive advice that respects both legal and religious frameworks. Mariam’s journey into this specialisa...
Podcast host David Opie in joined by CEO of the charity LawCare, Elizabeth Rimmer, to discuss their latest "Life in the Law" surveys which are now open for completion until Friday 21st March. LawCare supports and promotes mental health and wellbeing across the legal services sector. They have 2 main focuses. Their first is in providing direct support on and offline for those who wish to reach out. Their second focus is on providing wider education and advocacy of mental health planning ...
The Today's Wills and Probate Podcast welcomes back Dan Warburton, a law firm consultant and trainer who specialises in helping individuals delegate work more effectively; in the process junior staff are elevated, the individual has a happier work/life balance, and ultimately the firm can be more profitable. It's a soapbox Dan has jumped on before having appeared previously on the podcast to discuss “the skill of profitable delegation;” creating leaders who can deliver high levels of pe...
In the second episode of the fourth series of the Today's Wills and Probate Podcast, host David Opie sat down with Taz Khalid, CEO, and Jean Ward, COO of My Probate Solicitor (MPS), to discuss the launch of the new business and the introduction of ZENA—an AI-powered “warrior princess” designed to streamline probate services for an ageing and growing population. MPS was founded as a tech-centric firm with AI at its core, offering a fixed-fee solution for probate. Ward, who transitioned from a...
In the first episode of the fourth series of the Today's Wills and Probate Podcast, host David Opie is joined by Alison Hesketh of TimeFinders; a service best described as providing later life admin support. Filling the "yawning gap" between the legal and financial professions, and the care sector, Timefinders was set up in 2010 following Alison's own experiences of supporting her family. Initially focused on retirement downsizing, the business rapidly widened its services to help people '...
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 Exizen...
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 pres...
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 ...
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