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5. Probate Demystified with Gillian Miranzi

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Manage episode 421726603 series 3570099
Content provided by PlanningSolo and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PlanningSolo and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the things that impresses me about the people I work with, is the way they get on with the many, many things that follow the passing of their partner.

This is particularly impressive given the jargon they need to learn - and learn quickly.

Because all of us in the space - estate lawyers, accountants, financial advisers - are familiar with this jargon, so it sneaks into how we speak with people.

Which is why I asked Gillian Miranzi of Scanlan Carroll Lawyers to come on and unpack one of the big pieces of the estate puzzle - probate.

We chat about a range of things:

  • What IS probate?
  • When do you need it - and when don't you need it?
  • How do you get it?
  • What are some of the challenges involved?
  • Where does it fit into the process?

We also chat a little bit at the start of the episode about the care people that work in this space need to take to keep their own tanks full.

If you'd like to speak with Gillian, you can reach her via gillian.miranzi@scanlancarroll.com.au.

And you can reach Jordan at jordan@planningsolo.com.au.

Visit here to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 421726603 series 3570099
Content provided by PlanningSolo and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PlanningSolo and Jordan Vaka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the things that impresses me about the people I work with, is the way they get on with the many, many things that follow the passing of their partner.

This is particularly impressive given the jargon they need to learn - and learn quickly.

Because all of us in the space - estate lawyers, accountants, financial advisers - are familiar with this jargon, so it sneaks into how we speak with people.

Which is why I asked Gillian Miranzi of Scanlan Carroll Lawyers to come on and unpack one of the big pieces of the estate puzzle - probate.

We chat about a range of things:

  • What IS probate?
  • When do you need it - and when don't you need it?
  • How do you get it?
  • What are some of the challenges involved?
  • Where does it fit into the process?

We also chat a little bit at the start of the episode about the care people that work in this space need to take to keep their own tanks full.

If you'd like to speak with Gillian, you can reach her via gillian.miranzi@scanlancarroll.com.au.

And you can reach Jordan at jordan@planningsolo.com.au.

Visit here to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.

  continue reading

11 episodes

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