You may think only the wealthy need an estate plan, but anyone—regardless of age, marital status, or total assets—benefits from having one in place.

Welcome to the Australian Property Investment Podcast. In each episode, we ask a guest expert to share their key insights for aspiring investors to make confident property choices.

In this week’s episode, Olivia Southall and Nicki McNamara of Kells Your Lawyers share their expertise in will and estate planning and why it is essential to create an advance directive or a living will.

They also discuss how having a clear estate plan may spare your assets and family’s well-being from a lot of concern and decision-making.

If you want to learn more from Olivia and Nicki about Will and Estate Planning, then make sure to listen to this episode!

Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned! 

Time Stamps:
00:00Intro
02:07Olivia and Nicki’s 3Ps (Personal, Professional and Property Journey)
05:39What is a Will and Estate Plan?
09:10Talk to Your Family About Making A Will
11:02If There’s Already A Will in Place
14:03If There is No Will in Place
14:54When Is the Right Time to Delegate Authority
16:03Dealing with Easy and Complex Cases
18:15Superannuation Nominations
20:17The Law of Intestacy and How to Discuss this Law with the Family
22:29What to Consider When Updating Your Will
26:16Dealing with Court Proceedings
27:54Final Thoughts and Conclusions
29:49Outro

About Our Host:

Aaron-Christie David is the founder of Atelier Wealth and a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years. 

With over 10 years in financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron’s decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

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