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The Paperwork: Power of Attorney, Wills and Estates | Marie Brownell | Club Sandwich

The Paperwork: Power of Attorney, Wills and Estates | Marie Brownell | Club Sandwich

Season 1 Episode 25 Published 2 weeks ago
Description

A will is only useful when you're dead, but the rest of the paperwork is critical long before that. This week's guest lives and breathes it for a living.

Marie Brownell, Director of Estate Planning and Administration at NSW Trustee and Guardian, joins Sarah Macdonald to explain what a power of attorney, an enduring power of attorney, an enduring guardianship and a will each actually do, who needs one, and why doing them together in one sitting makes life easier later.

JOIN THE CLUB: Visit https://clubsandwich.community to join the conversation.
SEND US YOUR QUESTION: hello@clubsandwich.community

In this episode:

This Week's Hack: Getting a will, power of attorney and enduring guardianship done properly doesn't have to cost much, a few hundred dollars through a public trustee, and it's free if your mum or dad is on a full pension. Do all three documents together in one sitting if you can.

Send this to: whoever in your family keeps meaning to "get around to" their will, and anyone who's ever been an executor and found out how messy it can get.

A moment that stays: mid-recording, Sarah realised live on air that she isn't sure her own mum's paperwork is complete, she thinks she has power of attorney but not enduring guardianship. Marie's reply: "you need the whole shebang."

Meet the regular Clubbers:
Melissa Reader — CEO of Vera and expert on Australia's ageing crisis.
Jo Lamble — Clinical psychologist specialising in guilt and family dynamics.
Dr Ginni Mansberg — GP and women's health advocate.
Dr Stephanie Ward — Geriatrician helping you understand the ageing brain.
Kerry Milligan — Gogglebox star bringing humour and honesty.

About Marie Brownell: Director of Estate Planning and Administration at NSW Trustee and Guardian, specialising in wills, powers of attorney and enduring guardianship.

Put The Kettle On, Vera's free conversation guide: the five questions worth asking your ageing mum or dad, at putthekettleon.com.au.

Our FACES campaign: Last year, 4,812 older Australians died waiting for the aged care they'd already been approved for, about 13 a day. Vera started FACES to count the people waiting, and count the ones we lose, every quarter, published. If you're sitting in that wait with your mum or dad right now, add your name at vera.guide/faces.

This episode was supported by Australian Unity, home health and care services: australianunity.com.au/clubsandwich.

With thanks to NSW Trustee and Guardian. Search NSW Trustee and Guardian, or call 1300 10 20 30.

Vera is your candid companion as you care for an ageing parent. Have a look at https://vera.guide.

Credits:
Sarah Macdonald – Host + Executive Producer
Melissa Reader – Commissioning Editor, Executive Producer + Clubber
Justin McArthur – Executive Producer + Editor, for P. Zinner Podcasts (https://pzinner.com.au)
Thanks and kudos to Sean Wayland for our theme music Club Sandwich — hear more at https://seanwayland.com

See omnystudio.com/listener for privacy information.

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