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Today's Wills & Probate Podcast

Today's Wills and Probate

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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.
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Explore genealogy with "The Genealogy Guy" on Armchair Genealogy, one of the latest genealogy podcasts produced in the UK. Tune in as expert genealogists and diverse practitioners share their knowledge, helping you uncover your roots, build your family tree, and learn about your ancestors' fascinating stories. Whether you are a beginner or a seasoned researcher, the podcast aims to help you connect with your family's past and discover long-lost relatives. Subscribe to Armchair Genealogy toda ...
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Welcome to Off the Record: A Legal Podcast, hosted by Kevin Rosenquist, where we explore critical legal matters with expert insights from Attorney Rhett Burney. In each episode, we dive deep into essential topics ranging from family law to estate planning and probate in South Carolina. Whether you’re navigating a divorce, planning your estate, or dealing with probate issues, Rhett brings clarity, expertise, and practical advice to help you understand the complexities of South Carolina’s lega ...
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The Legacy Cast by Kelley Legacy Law features founder Michael W. Kelley and focuses on helping families enhance their lives today and secure their futures tomorrow. The show provides valuable insights into estate planning, wills, trusts, and other legal matters that affect family legacies.
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Estate Talk Today

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Estate Talk Today is a podcast dedicated to demystifying the complexities of estate planning, wills, trusts, and probate. Hosted by Kevin Rosenquist, the show brings together legal experts, financial advisors, and industry professionals to provide listeners with practical advice and insights for securing their family’s future. Whether you’re navigating probate court, exploring the benefits of a trust, or simply looking to get started on your first will, Estate Talk Today offers clear guidanc ...
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Estate Talk Today is a podcast dedicated to demystifying the complexities of estate planning, wills, trusts, and probate. Hosted by Kevin Rosenquist, the show brings together legal experts, financial advisors, and industry professionals to provide listeners with practical advice and insights for securing their family’s future. Whether you’re navigating probate court, exploring the benefits of a trust, or simply looking to get started on your first will, Estate Talk Today offers clear guidanc ...
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Grab your headphones and join Dave Newick – CEO of estate planning software specialist, Arken.legal – as he explores matters affecting the estate planning industry, while sharing his best recommendations on how to build a consistent growth engine for your business. With special guests representing a wide range of sectors, each episode will provide tangible takeaways for businesses of all sizes.
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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. Eil…
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Episode Summary: In this episode of The Legacy Cast, host Kevin Rosenquist and Michael W. Kelley discuss the importance of asset protection in estate planning, particularly focusing on protecting inheritances for children. They explore various trust options, common mistakes in asset transfers, and strategies for minimizing estate taxes. Key Timesta…
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Mark Bayley from TheGenealogist.co.uk discusses updates to their Map Explorer section, highlighting the expansion of the Lloyd George Domesday records to include Bedfordshire, Dorset, Essex, Hertfordshire, Kent, Northamptonshire, Surrey, and Wiltshire, with more counties planned for 2026. He explained the historical context of these records, create…
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Episode Summary: In this episode of The Legacy Cast, host Kevin Rosenquist and Michael W. Kelley discuss probate in Alabama, addressing common misconceptions and providing practical insights about estate planning. They explore various methods to avoid probate, the importance of proper trust funding, and potential pitfalls in estate planning decisio…
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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 cult…
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Episode Summary: In this episode of The Legacy Cast, host Kevin Rosenquist and Michael W. Kelley discuss kids protection planning - an essential aspect of estate planning for parents. They explore why it's more than just naming guardians in a will, covering temporary emergency guardians, healthcare agents, and detailed instructions for raising chil…
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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 im…
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Episode Summary: In this episode of Off the Record, host Kevin Rosenquist and attorney Rhett Burney dive into the complexities of the probate process. With 30 years of legal experience, Rhett demystifies common misconceptions about probate, explains key roles like personal representatives and trustees, and shares insights on preventing family confl…
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Episode Summary: In this episode of The Legacy Cast, host Kevin Rosenquist and Michael W. Kelley discuss the crucial differences between wills and living wills, common misconceptions about estate planning, and the importance of professional legal guidance in creating estate plans. Michael shares valuable insights on why everyone needs proper estate…
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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 h…
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Episode Summary: In this episode of Off the Record, attorney Rhett Burney discusses the key differences between wills and trusts in South Carolina. He explains when each estate planning tool is most appropriate, debunks common misconceptions, and provides practical advice for those considering their estate planning options. Timestamps: 00:00 - Show…
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In this episode of Armchair Genealogy, the Genealogy Guy dives into the power of family history shows and why sharpening your research skills is a game-changer. Special guest Dr. Karen Cummings from Pharos Tutors shares her journey from pharmaceutics to genealogy education—proving it’s never too late to follow your passion! Discover how Pharos Tuto…
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Episode Summary: In this episode of Off the Record, attorney Rhett Burney discusses the differences between mediation and litigation in South Carolina divorce cases. He explains how mediation is a mandatory step in the divorce process, with an 85-90% success rate. The episode covers the benefits of mediation, including cost savings, better communic…
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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 …
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Episode Summary: In this episode of Off the Record, host Kevin Rosenquist and attorney Rhett Burney discuss post-divorce modifications in South Carolina. They explore the legal standards, qualifying circumstances, and processes involved in modifying divorce agreements, including changes to custody, child support, and alimony arrangements. Key Times…
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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 suppo…
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The Genealogy Guy discusses the impact of AI on genealogy with Steve Little and Mark Thompson from the Family History AI Show. Mark, a retired technologist, and Steve, a language and technology enthusiast, highlight AI's rapid evolution, particularly with ChatGPT. They emphasize the importance of scepticism and experimentation, noting that AI's acc…
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Episode Summary In this episode of Estate Talk, attorney Denise Welter simplifies the often daunting topic of probate in Florida. Together with host Kevin Rosenquist, Denise breaks down common myths about probate, the steps involved in the process, and what to expect when managing an estate. Learn about the differences between full administration a…
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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 …
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Episode Summary In this episode of Off the Record, Kevin Rosenquist and attorney Rhett Burney discuss the crucial medical documents everyone should have in place to ensure healthcare wishes are respected. They explore the differences between healthcare power of attorney, living wills, and DNR (Do Not Resuscitate) orders. Rhett breaks down how these…
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Episode Summary In this episode of Off the Record, hosts Kevin Rosenquist and attorney Rhett Burney discuss prenuptial and postnuptial agreements in South Carolina. They explore common misconceptions about these legal documents, their importance, and how they can help couples protect their assets. Rhett explains the requirements for these agreement…
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Episode Summary In this episode of Off the Record, host Kevin Rosenquist and attorney Rhett Burney discuss the critical steps individuals need to take in updating their estate plans after a divorce. They delve into the importance of revising wills, beneficiary designations, powers of attorney, and healthcare proxies to reflect life changes. They al…
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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 growin…
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Discover the fascinating story behind dna painter with Jonny Perl, a web developer and genealogist who turned his own dna testing experience into an invaluable tool for family history enthusiasts. In this episode,Jonny shares how dna painter helps users visualize family trees, interpret dna matches, and uncover relationships through powerful featur…
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Episode Summary In this episode of Off the Record Legal Podcast, LPN host Kevin Rosenquist is joined by attorney Rhett Burney and special guest Leslie Fisk to discuss key things attorneys wish clients understood but might not explicitly say. They explore common misconceptions about the legal system, the importance of setting realistic expectations,…
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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 …
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Episode Summary In this episode of Estate Talk, attorney Denise Welter simplifies the often daunting topic of probate in Florida. Together with host Kevin Rosenquist, Denise breaks down common myths about probate, the steps involved in the process, and what to expect when managing an estate. Learn about the differences between full administration a…
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Episode Summary In this episode, attorney Rhett Burney and guest attorney Leslie Fisk provide valuable insights into what lawyers wish their clients understood but may not be able to say directly. They discuss the importance of managing expectations, being honest with your attorney, the impact of social media and courtroom behavior, and how the leg…
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Episode Summary In this episode of Off the Record, Kevin, Rhett, and Leslie discuss crucial insights attorneys want their clients to understand for a smoother legal process. They emphasize the uniqueness of each case, how emotions can cloud judgment, and the significance of clear client communication. They also address social media's impact on lega…
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Episode Summary In this episode of Off the Record, Kevin Rosenquist and attorney Rhett Burney are joined by Leslie Fisk, a fellow attorney in Rhett’s office, to discuss essential things attorneys want their clients to understand but may not always communicate. They cover topics such as the importance of honesty between clients and attorneys, the ne…
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Episode Summary: In this episode of "Off the Record," attorney Rhett Burney discusses the importance of trusts and estate planning in South Carolina. He explains the differences between a will and a trust, highlighting how a trust can help avoid probate and protect assets. Rhett offers advice on when to create a trust, the different types available…
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Episode Summary In this episode of Off the Record, attorney Rhett Burney discusses high-conflict divorces, their emotional and legal challenges, and strategies for navigating these tough cases. He shares insights on managing conflict, the importance of mediation, and effective communication during divorce proceedings. Bernie also provides advice on…
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Donna Rutherford chats with the Genealogy Guy on Armchair Genealogy Podcast about the basics of genealogy and DNA, emphasizing the importance of understanding DNA matches and ethnicity estimates. She explains that DNA tests provide ethnicity estimates based on reference panels and that different companies use varying algorithms. Rutherford advises …
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In this episode of Estate Talk Today, attorney Denise Welter joins host Kevin Rosenquist to demystify wills and estate planning. Denise discusses common myths about wills, explains legal requirements, and highlights the differences between wills and trusts. She emphasizes the importance of regularly updating your estate plan and provides advice for…
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Episode Summary In this episode of Estate Talk Today, attorney Denise Welter joins host Kevin Rosenquist to demystify wills and estate planning. Denise discusses common myths about wills, explains legal requirements, and highlights the differences between wills and trusts. She emphasizes the importance of regularly updating your estate plan and pro…
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Episode Summary: In this episode of Off the Record Legal Podcast, attorney Rhett Burney discusses important aspects of family law in South Carolina, focusing on custody matters in divorce cases. Rhett explains the factors courts consider when determining custody, including the best interest of the child, parents’ schedules, and the child’s preferen…
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What secrets might your dna hold? Laura House, a genetic genealogist at Ancestry, joins Genealogy Guy on armchair genealogy. In this insightful conversation, Laura reveals the unexpected twists and turns that can unfold when using genealogy DNA tests. She urges listeners to be aware of the potential surprises that may arise, such as finding out abo…
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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 dea…
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Dr. Nicholas Dixon emphasises the collaborative nature of the genealogy community and the willingness of professionals to help each other. He highlights the unique angle of bringing academic history to genealogy, which is not common in the academic world. He also highlights the role of local family history societies in sharing knowledge and resourc…
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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 …
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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 comprehen…
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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 …
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In this episode of Off the Record, host Kevin Rosenquist and attorney Rhett Burney tackle the common misconceptions surrounding probate in South Carolina. They discuss people's typical fears about the probate process, including concerns about it being lengthy, complicated, and financially burdensome. Rhett emphasizes that while probate is often dau…
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In this episode of Off the Record, host Kevin Rosenquist and attorney Rhett Burney explore current trends in family law, specifically focusing on divorce rates in South Carolina. Rhett shares his insights, suggesting that divorce rates may be higher than the commonly cited statistic of 50%, estimating that approximately 55% to 60% of marriages end …
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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 …
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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 s…
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In this episode of Off The Record, host Kevin Rosenquist sits down with attorney Rhett Burney to explore the essentials of family law and estate planning in South Carolina. Rhett discusses the importance of estate planning, particularly in divorce, highlighting that everyone will face the reality of death and the necessity of preparing for it. He s…
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Helen Forster, a director at HTF Legal Limited, discusses with the Genealogy Guy the importance of digital legacy planning. She highlighted that only 27% of people know what will happen to their digital assets upon death, and only 9% have a clear plan. Digital assets include monetary investments and sentimental items like photos. She emphasized the…
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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 togeth…
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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…
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