#47 The importance of having a will in place with Sara Sheppard

20.02.23

#47 The importance of having a will in place with Sara Sheppard


In this episode it is my pleasure to talk with Sara Sheppard, an Estate Planning Consultant. We talk about wills, probate and some common myths that surround this area.

Key messages from guest

  • Sara shares how will making is more than just financial assets

  • Guardianship of children is a key reason why making a will is so important

  • I learn how marriage and divorce impact a will

  • Sara talks about what can happen if you don’t have a will in place

  • Sara busts some common myths about will making and probate

Resources

Bio

Sara Sheppard is an experienced Estate Planning Consultant with over 36 years in the profession.  She is a fully qualified Trust and Estate Practitioner (STEP) and a Fellow of the Society of Will Writers.  Sara is the founder of SLS Wills and More, based just outside Canterbury in Kent, which she has been running for nearly 6 years.


 

What one thing will you do?

It would be great to share what resonated with you from this episode, what is the one thing you will do differently? Head to Twitter, Facebook or LinkedIn to continue these important conversations.


Thanks to all my guests for working with me to share their knowledge, experience and stories about Advance Care Planning. I hope you enjoyed listening and have insights to take away; I love hearing your reflections on the series and look forward to reviews on Spotify where you can also subscribe to the series.

Clare

Important Conversations about Important Conversations.