Podcasts about Probate

The Lawyer Stories Podcast Episode 250 welcomes back - and we're excited to do so - Samah T. Abukhodeir, Founder and Managing Partner of The Florida Probate & Family Law Firm, joined by her husband and law partner Jose Ignacio Leon. Since our last conversation (Ep. 224), Samah has been building with intention, growing significantly to almost 50 employees across nine law firms. In this milestone episode, we dive into what she's been up to, what it's really like growing a law firm with your spouse, how they divide responsibilities, and why their chemistry works - both inside and outside the office. Jose shares a powerful insight that anchors the conversation: "No one is going to work harder for you than your family." Together, they reflect on trust, alignment, and the impact they strive to make for their clients, while sharing their vision for the firm's continued growth. An honest, inspiring conversation about partnership, purpose, and building something meaningful - together.

Probate can feel slow when families hesitate, attorneys need updates, and cases hit a slowdown over paperwork. If this continues to happen in your workflow, then your marketing system needs to carry more of the weight.This coaching call walks through practical moves that keep probate real estate marketing steady. You'll see how bond requirements, partition issues, mailers, attorney outreach, and follow-up systems fit together so your pipeline stays active even when individual cases pause.If you want clearer steps for building referral lines with attorneys, improving your lead flow, and expanding into new probate markets, then this session gives you a direct look at what to focus on next.What You'll Learn: These timestamps demonstrate how they shift an attorney's perception of you from “another realtor or investor” to “someone who understands my world.”19:50 “How often do families run into issues with probate bonds?”36:00 “What happens when four heirs disagree, and three want their portion right away?”49:03  “What is your business costing you in time and money?”This will help you think from an operator to a business owner.59:59 “What does an ISA usually cost?”( Not just the hourly rate but the opportunity cost. )These reframes leverage so you stop doing everything yourself and start moving like someone who runs a business, not someone who's buried in one.Watch the call to see how these pieces connect and what you can apply today.

Probate leads move at their own pace. Some families respond fast, others take weeks, and some go quiet for long stretches. When timelines slow down, your approach to follow up becomes the key that keeps everything steady.This coaching call walks through simple ways to keep probate leads warm, responsive, and moving forward without pressure. You'll learn how to ask questions that open awareness, support families through delays, and keep your probate lead flow active even when updates are rare.Timestamps:2:00 What to focus on first when you want your probate leads to grow through referral sources instead of consumer marketing.3:29 How to stand out when probate leads already have a realtor and still be remembered as the one who solves problems.9:47 How to keep probate leads moving when they rarely have updates.14:29 A gentle approach for probate leads who delay decisions with vague reasons.22:44 How to support probate leads when a property has tenant or title issues.32:35 What to do when a personal representative is overseas, and the attorney delays or slows the entire file.43:33 How to rebuild your probate lead pipeline when your main attorney retires, or referrals slow down.51:51 What to consider when probate leads involve messy estates, foreclosure pressure, or buying beneficiary rights.If you want a smoother system for managing probate leads, stronger conversations, and steadier follow-up across long probate cycles, this session gives clear direction you can apply right away.

Agents and Investors who see consistent movement in probate aren't saying more on their calls.They're creating conversations that feel steady enough for families to stay in.This coaching session looks at how value messaging shapes outcomes long before follow-ups or systems come into play.You'll see:➡️ Why probate leads respond differently than traditional sellers➡️ How clearer positioning affects engagement more than frequency➡️ What separates conversations that continue from ones that end early➡️ how support systems carry long timelines without adding pressureThis isn't a walkthrough of scripts or outreach volume.It's a discussion about the kind of operator probate requires you to be,and the kind of messaging that supports that role.If you're deciding whether probate fits how you want to work,or refining how you show up inside it,This session gives the context most folks look for before committing further.Timestamps: 00:00 How the way value is communicated affects a PR's decision more than the service itself12:10 What belongs in a strong CPE resource package, and how a systematic pipeline can support agents who want fewer calls and more quality conversations20:58 What numbers matter when checking if a county qualifies for a marketing partnership34:50 How to understand harsh reactions and what they reveal about the clarity of your value message38:30 What to say to keep probate leads engaged instead of letting the call end too fastThis session gives practical steps for presenting value, creating momentum with probate leads, and keeping conversations steady on long probate timelines. If your goal is to improve probate lead flow and build trust from the first call, then this discussion will help you move in that direction.

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  Today we dive into the lazy agent program, a property lead system Becky demonstrates in a concise app walkthrough. Becky, the chief architect, explains how driving-by opportunities are captured: you photograph a property, verify a few data points, upload six or seven details, and submit. The acquiring company, backed by substantial funding to purchase properties nationwide, coordinates the next steps and ensures you're compensated. If they buy, they'll return the listing rights and you'll earn a 25% referral when the property is later listed and sold. The platform is designed to be simple and accessible, with a free sign-up period and a clear path to onboarding that collects real brokerage information. The demo shows how status changes are reflected in the system, how admins can add comments, and how you can track progress from submission to resale. The aim is to minimize the time spent chasing low-hanging fruit while still rewarding contributors, and to include investors and wholesalers who want in on the process. The session closes with Q&A, slides, and instructions to access the sign-up flow, the support resources, and the upcoming opportunities to start submitting properties today.  Key Takeaways: The Lazy Agent program lets agents submit distressed or underutilized property opportunities to a nationally funded acquiring partner. Participation is free during the initial sign-up window announced on the call, with paid access planned later. Submitting a property through the app sends photos and key details directly to the acquiring company for review. Agents earn a 25% referral fee when a submitted property is acquired and listed, or when a returned opportunity is successfully listed. The acquiring company handles all negotiation and acquisition work, returning the listing to the submitting agent when ready. Agents can view property status updates and admin comments inside the app for visibility and tracking. Onboarding requires valid brokerage information and a licensed principal broker to support listing agreements. The program is designed as a low-effort, scalable way for agents to monetize opportunities they would otherwise pass on. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #LazyAgentProgram #RealEstateTech #LeadGeneration #PropTech Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Good morning, afternoon, and evening, everybody! Happy New Year! It's 2026, and despite "feeling like ass" with a nasty flu, I'm fired up to share our 3-pronged attack strategy for the year ahead. History's repeating itself, folks: distressed real estate is on the rise, from residential notes to commercial defaults. Texas (and Florida's "errors") are hotspots, and opportunity knocks for those willing to roll up their sleeves!Forget 3% mortgages; people are tapping equity at 7% to survive, meaning more distressed assets hitting the market. Austin's getting a little too "hectic" with its "Democratic socialists" for my taste, so we're looking to South Texas for some probate action! This isn't just theory; it's our tactical approach to turn chaos into cash flow.Here's our battle plan for conquering distressed real estate in 2026:Non-Performing Notes & Strategic Sub-To Deals: We're targeting non-performing notes we can buy cheap enough for big checks or 12%+ cash flow. If not, we pivot to subject-to acquisitions with borrowers who have 20%+ equity, saving them from foreclosure while we pick up solid assets (using legal Texas wrap-arounds or lease options).South Texas Probate Power Plays: As Austin gets "not nice," we're diving deep into direct mail campaigns for probate deals in South Texas, aiming to scoop up properties from families who just want to move on.Capitalizing on Distressed Property & Borrower Engagement: Learn how we're reactivating direct marketing campaigns and old websites to find distressed properties, engaging directly with homeowners to help them avoid a credit-crushing foreclosure.The Unsung Hero: Consistent Marketing & Capital Raising: Discover why "consistency" is my word for 2026. Without it, you're a "ghost." We'll talk about effective social media (LinkedIn's good, Facebook's a "dumpster fire"), email lists, and why January-March are prime months for networking to raise capital.Why You Need to Take Action (Seriously!): This isn't a hobby; it's a business. Whether it's funding delinquencies or light rehab, you'll need capital. And if you've got a killer case study or a burning topic, reach out – we love to feature badasses closing deals!This isn't about sitting back and waiting; it's about leaning into the storm and finding the gold. If you're ready to stop getting "hobby results" and want to turn distressed properties into real wealth, it's time to act. Don't be a stranger – book a call at talkwithscottcarson.com, text me at (512) 585-3810, or join our Note Buying for Dummies workshop in Austin (notebuyingfordummies.com – includes a spouse/partner, so no excuses!). Go out, take some action, everybody, and we'll see you at the top!#RealEstateInvesting #DistressedRealEstate #NonPerformingNotes #SubjectTo #ProbateInvesting #TexasRealEstate #RealEstateStrategy #CashFlow #InvestorMindset #2026Goals #RealEstateMarketing #PodcastWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

In this episode of Next Steps 4 Seniors: Conversations on Aging, host Wendy Jones and estate planning attorney Mallory Kallabat discuss probate, estate planning, and strategies to avoid probate. They explain what probate is, its drawbacks, and the importance of early planning. The conversation covers the differences between wills and trusts, the necessity of properly funding trusts, and essential documents like powers of attorney. Mallory shares practical tips for choosing fiduciaries and using beneficiary designations. The episode emphasizes the value of pre-planning to protect loved ones and offers guidance for listeners seeking personalized estate planning advice.Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

How to Avoid Probate When You Own a Business

Stop chasing Expireds and start dominating the Silver Tsunami. In this epiosde, I break down the exact probate scripts for real estate agents that will help you secure listings without feeling like a "vulture." If you want to double your business, you need a lead source that is 100% market-resistant.Most agents are terrified of Probate Cold Calling because they don't know what to say. I'm going to show you how to use "Tactical Empathy" to lower resistance instantly. You will learn how to get probate listings by positioning yourself as a helpful resource rather than just another salesperson.✅ Why probate leads are the most consistent source of high-equity sellers✅ The specific "White Hat" approach to becoming a respected probate real estate agent✅ How to stop using generic real estate cold calling scripts that get you hung up on✅ The blueprint for real estate lead generation 2025 that competitors are ignoringIf you have been asking yourself about generating leads how to find motivated sellers who actually need to sell right now, this strategy is your answer. Mastering probate scripts for real estate agents is the single best way to become a top real estate lead gen agent regardless of interest rates or market cycles.

5 ways you can avoid probate.

Known as an industry thought leader, Hernandez has contributed his expertise to a wide range of digital andprint media, including the Los Angeles Times, Orange County Register, Huffington Post, Inman, Toby Salgado Super-Agent, The Real Deal, and Pat Hiban, among others.Visit his website here: https://www.elliman.com/leadership/peter-hernandez

The Parliament cleared the Repealing and Amending Bill, 2025, which deletes Section 213 of the Indian Succession Act, 1925 eliminating the requirement of mandatory probate for certain wills. The amendment removes a dual distinction of geography and religion that has long been in conflict with succession laws in the country, turning probate from a mandatory exercise to an optional one.----more----

Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss the differences between trusts and probates and what people need to know when making their estate plan. To find more information about how Attorney Heggie can help you, visit www.wochnerlawfirm.com.

Understanding Trusts and Estates: A Deep Dive into Testamentary FreedomThis conversation delves into the foundational aspects of trusts and estates law, focusing on the critical elements of wills, capacity, testamentary intent, and the balance between testamentary freedom and public policy constraints. It explores the differences between probate and non-probate assets, the role of financial intermediaries, and the legal challenges surrounding will validity, including capacity, undue influence, fraud, and mistakes. The discussion emphasizes the importance of procedural safeguards in protecting the testator's intent and navigating the complexities of will contests.In the realm of law, the concept of testamentary freedom stands as a cornerstone, granting individuals the power to dictate the distribution of their assets posthumously. This principle, however, is not without its challenges and limitations, as explored in our recent lecture on trusts and estates.The Balancing Act: Freedom vs. Public PolicyAt the heart of trusts and estates law lies a fundamental tension: the individual's right to control their assets versus societal norms and protections. This lecture delved into the critical tension points, such as the principle of testamentary freedom and the public policy constraints that aim to protect vulnerable family members and prevent fraud.Key Doctrines and Legal TestsThe lecture highlighted essential doctrines like undue influence and insane delusion, which ensure that a will reflects the true intent of the testator. The discussion also covered the low threshold for testamentary capacity, emphasizing the law's commitment to upholding an individual's final wishes.Modern Challenges and Legal InnovationsWith the rise of non-probate transfers and the evolving landscape of wealth distribution, the lecture addressed the shift from traditional probate processes to financial intermediaries handling routine transfers. This change underscores the importance of understanding both probate and non-probate assets, especially for law students preparing for exams.The Philosophical QuestionAs we navigate the complexities of trusts and estates, we are left with a profound question: How much control should the deceased have over the living? This philosophical inquiry invites us to reflect on the balance between individual autonomy and societal values, a theme that resonates throughout the study of inheritance law.Subscribe now to stay informed on the latest insights in trusts and estates law.TakeawaysTrusts and estates law balances the wishes of the deceased with the rights of the living.Probate property requires court involvement, while non-probate property does not.Financial intermediaries have largely replaced probate courts for routine asset transfers.A will is a revocable instrument that takes effect upon the testator's death.Capacity to make a will is assessed at the moment of execution.Insane delusions can invalidate a will if they directly affect its provisions.Undue influence involves external pressure that compromises the testator's free will.Fraud can invalidate a will if the testator is misled about its contents or external facts.Mistakes in execution can invalidate a will, while mistakes in factum may be corrected by courts.Public policy can restrict testamentary freedom, especially regarding disinheritance.trusts, estates, wills, testamentary freedom, probate, non-probate, capacity, undue influence, fraud, public policy

Attorney Todd Marquardt addresses probate, Howard Hughes wills, and more on this bonus edition of Talk Law Radio! Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio!See omnystudio.com/listener for privacy information.

Do Not Put Your Family on Your Real Estate to Avoid Probate

Downsides to Probates That Take a Long Time

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  In this episode, we unpack a year of transformation in real estate, explore how AI is reshaping outreach, lead qualification, and content creation, and share practical strategies you can apply to probate, divorce, distressed properties, and aging expired leads. From pre-listing inspections to AI-driven personalization and virtual staging, we reveal real-world wins, cautionary tales, and a playbook to win in a shifting market. Whether you're a seasoned investor or a beginner, this session emphasizes staying human in an increasingly automated world while leveraging technology to scale, differentiate, and accelerate results. Expect insights on market dynamics, negotiation psychology, and building a sustainable pipeline across multiple niche markets with a focus on actionable steps you can implement today. Key Takeaways AI can enhance outreach and scale your real estate practice. Used strategically, AI expands your reach, improves efficiency, and supports personalization without replacing the agent's role. Diversifying lead sources reduces risk and increases resilience. Mixing niches like probate, divorce, and distress helps stabilize deal flow when markets shift. Pre-listing inspections uncover issues and speed sales. They reduce surprises, set realistic expectations, and help sellers price and prepare more effectively. Virtual staging can boost perceived value while maintaining honesty. When used selectively and transparently, it helps buyers visualize potential without misleading them. Personalization and one-to-one communication differentiate you. Direct, human connection—especially by phone—remains a key competitive advantage. Consistency and data-driven tracking drive long-term growth. Repeating proven actions and tracking results over time delivers sustainable progress. Embrace AI responsibly while preserving human relationships. AI works best when it supports efficiency while keeping trust and authenticity front and center. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateInvesting #AIforRealEstate #RealEstateMarketing #LeadGenerationStrategies Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Keith discusses the K-shaped economy, where income from capital assets is rising while labor income is declining.  In 1965, 50% of income came from labor and 50% from capital; by 1990, it was 54% and 46%, respectively, and today it's 57% and 43%. Keith emphasizes the importance of how capital compounds over labor and advises on building ownership in real estate and businesses.  Finally, he answers your listener's questions about: agricultural real estate inflation, profiting on mortgage loans, transitioning from accumulation to preservation and a fast-growing state that no one talks about. Episode Page: GetRichEducation.com/584 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  1-937-795-8989 to speak with a freedom coach Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com or text 'GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold  0:00   Keith, welcome to GRE. I'm your host. Keith Weinhold, capital compounds, labor doesn't realizing this can change allocation decisions for the rest of your life. Then I discuss giving. Finally, I answer your listener questions about agricultural real estate inflation, profiting on mortgage loans when it's time for you to stop accumulating properties and a fast growing state that no one talks about today on get rich education   Speaker 1  0:33   since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests include top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Corey Coates  1:18   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:34   Welcome to GRE from Williamsburg, Virginia to Williamsport, Pennsylvania and across 188 nations worldwide. I'm Keith Weinhold, and you're listening to get rich education, and I'm somewhat near Williamsport, Pennsylvania today. For years, I've told you about the widening canyon between the haves and the have nots, and that's something that you might have only visualized in your head or merely considered a theory, but now you can see it. There's a chart that I recently shared with our newsletter subscribers that might just make your spine tingle and look, I don't like saying this, but hard work just does not pay off like it used to. This is emblematic of the K shaped economy. Just visualize the upper branch of the K, a line rising over time, and the lower branch of a letter k, that line falling over time, both plotted on the same chart. So what steadily happened over the last 60 years really is quite astonishing. And look, I don't want the world to be the way that I'm about to tell you it is, but that's just what's occurring. The share of one's income from capital assets is rising, while the share from labor keeps decreasing simultaneously. Now just think about your own personal economy. What share of your income is from your invested capital versus how much of your income is derived from your labor. When you're the youngest, it's all labor. When I got out of college and had my first job, all of my income was from labor. I certainly didn't have any rental property cash flow or stock dividends. But for Americans, here is how it's changed over time, and this K shaped divergence is alarming people in 1965 it was 5050 by 1990 54% of income was from capital and 46% labor. Today it's 57% capital and only 43 labor. Gosh, the divergence is real, and it's only getting wider, and I really had to dig for the sources on this K shaped economy chart. They are the BLS, the Tax Foundation and the International Labor Organization. Increasingly, asset owners are the haves. The upper part of this K shaped economy, that line is drifting up like a helium balloon that you forgot to tie to the chair. It just keeps going up and then the labor share of income, which is shrinking, that is also known as how much of the economic pie goes to people who actually work for a living. That is another way to think of it. So frankly, that's why I say hard work just does not pay off like it used to, because with each wave of inflation, assets, pump, leveraged assets, mega pump and wages lag behind, and we can't allocate our resources in the way that we want the. World to be, but how the world really is. In fact, the disparity is even greater than the chart that I just described to you, because it doesn't even include value accumulation, also known as appreciation. I was only talking about income there, and the reality is that working for a paycheck just pays off less and less and less. No amount of working overtime on a Saturday can make you wealthy, but it might make you miserable. Owning assets pays off more and more. In fact, the effect is even more exaggerated than what I even described, because, as we know, the tax treatment is lighter on your capital gains than it is your income derived through labor. As the economy keeps evolving, those who benefit the most, they do not sell their time for money. They're not trading their time for dollars. In fact, let me distill it down here are, yeah, it's just four words that could change the way you allocate your time and your effort for the rest of your life. Capital compounds, labor doesn't. yeah, there's a lot right there. If you want to keep up or get ahead, you need to be on the capital part of the K, the upper part. And what would that really look like for you in real life? What does that practically mean? It means building ownership into your financial life, owning real estate, owning businesses using prudent leverage, owning things that produce income, and even merely owning more things that appreciate. And here's the great news, though, real estate is still the most accessible, leverageable, tax favored capital friendly asset class ever created. That's whether you're just patching together like 43k for a down payment on your first turnkey single family rental, or making a tax deferred exchange into a 212 door apartment complex. Okay, this is how that can look in real life. The bottom line here is that as the economy gets more and more K shaped, with this divergence between Americans capital share of income increasing and labor share decreasing, that you want to stack real income generating assets. That is the big takeaway.    Keith Weinhold  7:44   Well, this is the time of year where a lot of people feel compelled to give donations. And as a GRE listener that's paid five ways, you've got more ability than others to give, I need to caution you about some things. I'm sorry that it is this way, because I do want to promote giving. It's kind, it's virtuous, and it's not a completely selfless act either, because when I give, it makes me feel good too. You're making a difference, and that feels great. Let's talk about the downsides of giving, though, because few people discuss that. We already know about the upsides when I give to an organization, say, 1500 bucks here, $1,000 over there, well, inevitably, you do get on that organization's contact list. And yeah, I suppose that it is easier to retain a customer or donor than it is to find a new one. Sometimes I just make what I expected to be a one time donation, but they will keep contacting you. Now, I was once on the other side of this. I served on a volunteer committee that organizes athletic events, and a friend of mine, John made a $1,000 donation to our organization one year, which was really kind, and he's just a day job working kind of guy when he didn't make the donation. The following year, someone made it a line item in our meeting minutes to say that John's donation was not renewed. Like that's the only thing they brought up. Oh gosh, that really struck me the wrong way, because here's a guy that traded his time for dollars at a job that I happen to know he doesn't like very much, and the committee statement was that the guy didn't renew his donation. Sheesh, now, when it comes to the tax treatment of, say, $1,000 that you make in a donation, there's a lot of misunderstanding about how that works, and this is the type of subject that you're thinking about now, because sometimes people want to get a tax break tallied up before year end, because some people think that after the year ends, well, the IRS pays you back the $1,000 you donated because it's tax deductible. No, that's how a tax credit. Works. But a tax deduction, which is all that you might be eligible for, means that if your annual income is 100k well then a 1k donation lowers your taxable income to 99k so if you're in the 24% tax bracket, then you'd get 240 bucks back. But you know, in many or even most cases, you're not going to get any tax break at all for making a donation, and this is because you did not exceed the standard deduction threshold, which is now almost 16k if you're single and almost 32k married, you get to deduct those amounts from your taxable income no matter what. So the standard deduction, in a way, it's nice, because you don't have to keep receipts and do all that tracking for everything. So I've had that experience myself where, huh, feeling a little generous throughout the year, giving $1,500 here, $1,000 there. Oh, and then realizing that it does nothing for me on taxes, you have to give more to exceed the standard deduction amount and start itemizing them. And mortgage interest does go into that amount. Okay, it does go into the amount to try to get your total above the standard deduction threshold. So go ahead and give freely, but in a lot of cases, keep in mind that it often does nothing for your taxes, because you're taking that standard deduction if you indeed are. There's been another tip flation trend that's annoying, and that is increasingly when I give a donation online, I'm asked to if I want to leave a tip on top of the donation. That is so weird, a tip is for good service. I'm serving you by being generous enough to give a donation. Sheesh, a tip request on top of a donation. But please do give when you do, one thing that you might want to specify is that it is a one time donation, if that is your intent, or they will constantly follow up with you.    Keith Weinhold  12:06   Coming up next, I'm going to answer your listener questions. A member of Team GRE, who you haven't heard before, is going to come in to ask me your listener questions, and one of them is going to be among the most important topics that our show has never addressed, and it's about time. I'm Keith Weinhold. You're listening to get rich education.    Keith Weinhold  12:28   You know, most people think they're playing it safe with their liquid money, but they're actually losing savings accounts and bonds don't keep up when true inflation eats six or 7% of your wealth every single year I invest my liquidity with FFI freedom family investments in their flagship program. Why fixed 10 to 12% returns have been predictable and paid quarterly. There's real world security backed by needs based real estate like affordable housing, Senior Living and healthcare. Ask about the freedom flagship program when you speak to a freedom coach there, and that's just one part of their family of products, they've got workshops, webinars and seminars designed to educate you before you invest. Start with as little as 25k and finally, get your money working as hard as you do. Get started at Freedom, family investments.com/gre, or send a text now it's 1-937-795-8989, yep, text their freedom coach, directly again, 1-937-795-8989   Keith Weinhold  13:40   the same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. Start your prequel and even chat with President Caeli Ridge personally while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com   Kristen Tate  14:14   this is author Kristin Tate. Listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  14:32   Welcome back to get rich Education. I'm your host. Keith Weinhold, they say that it takes a village to get some things done and well, it takes a team to prop up this slack jawed operation one GRE team member, capably behind the scenes for more than a year and a half now, is Brenda Almendariz, welcome in. Brenda, Hi, Keith, thanks. Rather than me asking the listener questions this time you. You get to do it, but before we do that, just tell us a bit about your real estate investing.    Brenda  15:07   Sure. So I started maybe learning a little bit about investing and kind of looking into other options to grow my wealth. And I came across the GRE podcast and a few others. So I think about 2018 I did a little bit of just learning and kind of educating myself. And then 2019 I bought my first turnkey property. Turned out well. And then 2020 I bought my second one. And then in 2021 I decided, okay, this is working really well. Maybe I'll do a house hack. I'll do something a little different, and in a year, then maybe I'll do something else. But I've been in my 2021 home now for about almost five years. I'm looking for the next one, hopefully within the next year. But yeah, it's been great. Turnkey. Just met real estate investment company here at my local REIA, and then I learned that I could actually connect with other companies across other places through GRE but yeah, it's been great.   Keith Weinhold  16:02   Brenda lives in Phoenix, just about as close to the center of Phoenix as you can possibly be. I sat down with Brenda for lunch the last time that I was in Phoenix, and like a lot of people, almost everybody that works here at GRE they started out as a listener before they ever worked here. And really, it's that same story with Brenda as well. So yeah, Brenda will want to ask us the first of what we have about four listener questions today   Brenda  16:31   we do, so I'll go over the first one here. Question is, I would love for you to revisit some of the non traditional example, coffee plantation, CBD manufacturing, teak plantation, Belize resort properties and syndication projects you've discussed on the GRE podcast just to see how they turned out. I'm sure some of them failed to deliver the expected returns, and it's the failures that many of us learn the most from   Keith Weinhold  17:02   Yeah, totally. Okay, so not so much a listener question here, but a comment to discuss more of these agricultural real estate investments or ones that are in syndications off of the investment type that you can't do yourself, is what we're talking about here, rather than direct ownership of residential rental property and an appeal to follow up down the road to see how they really turned out. And you know, Brenda, I'll address you because we don't have the listener name with this question. Most people in my position, if an investment has been discussed on the show, and then that investment didn't go as well as was hoped for, you know what? They never tell the audience about it. However, there's the Panama coffee farm investment. We first discussed that here way back in 2015 and we had a GRE field trip where I met a lot of you in person there in Panama. And as I often do when we discuss a particular investment here, I bought and still own Panama coffee farm parcels myself. That investment, it paid cash flow from the crop yields for a few years, and then it stopped. The good yields stopped due to covid disruption, and since then, there have also been erratic weather patterns like drought and precipitation of the wrong levels and at the wrong time of year, and there's been more of a prevalence of pests in disease like coffee leaf, rust and the operator. They have been communicative and forthcoming all the while they're still issuing the annual report that I read, and sometime after that, I think that a lot of investors were assured, because it sort of made national news, international news, that markets for both coffee and cacao have been suppressed, at least from the standpoint of there's not enough crop yield. I mean, that is a problem in a lot of places worldwide. Now I hope that turns around, and it very well may. In fact, we did something here that very few shows do. Back on episode 431, we had the Panama coffee farm CEO come back on the show to describe exactly what I just told you about there. And few shows are willing to do that. Some people just want you to think that every single investment that's discussed goes as well it was hoped for, or even better than expected. But that is not real world. You got to be authentic in real So, okay. Listener, comment, well, taken there. They appreciate that sort of follow up, and they would like more of that. All right, that's great. What's the next question? Brenda.   Brenda  19:40   Sure. So the next one comes to us from our audience over on YouTube. So in response to our real estate pays five ways in a slow market, YouTube video matrices wrote, There is no inflation profiting. You would have to be paying off the loan with an income that goes up with housing inflation. That's plausible if you are a wage earner, but if your source of income is rental properties, then there isn't a wage increase that reduces the effective loan amount. You are double dipping in the inflation profiting column by counting appreciation which you earn as a real estate investor and inflation profiting, which you earn only if your wages go up at the rate of housing inflation, and you use those wages to pay off the loan, which you don't   Keith Weinhold  20:33   Okay, again, somewhat of a statement here. I suppose there's a question implicit within that for matrices. I'm not sure how you say that name exactly. Wondering about inflation profiting. Are you counting it? Right? I don't know about that. The part about paying off the loan faster if you're a wage earner, I mean, that's plausible, but not if your income is from rental properties. I mean, see that's actually backwards, because your cash flow goes up faster than the rate of inflation due to your biggest payment, your principal and interest staying fixed, so your net rent income goes up even faster than the rate of inflation. So inflation profiting, therefore it's even better than how I've been presenting it and calculating it. Now with that understood matrices, here's one way for real estate investors to understand inflation profiting on your loan if you still have trouble getting with that. 30 years ago, in 1995 the US median home price was 130k with an 80% loan, your mortgage balance at origination would have been 104k and the monthly mortgage payment is 763 with the 8% market mortgage rate level that you would have gotten at that time. Now, even if we don't apply any principal pay down at all, your mortgage balance today is still just 104k and your payment is still just 736 bucks, and it is substantially easier to make that payment today, because your wages and salaries and rent incomes are multiples higher. When you originate a loan, the bank doesn't ask to be repaid in dollars or their equivalent. The loan documents only say dollars and dollars are worth less and less and less. So today, your median priced property is worth over 400k despite still having that tiny 104k loan balance. And of course, your tenant would have paid that down to zero, and we aren't even counting that part, I think, to really exaggerate the effect and help make the inflation profiting concept crystallize for you, matrices. If you go back 100 years, the median home cost was 11,600 bucks. An 80% loan would be just over 9k that you borrowed. Okay, so at a 7% interest rate, 30 year loan, the monthly payment would be 94 bucks, laughably small. That's less than the cost of a nice dinner out today. That's all you owe on a median priced property, which is over 400k today. So because it doesn't feel like you're tangibly walking away with anything when you sell a property, hopefully that helps make it real mitricas. And one last way to think about it is, let's just forget real estate for a moment. Would you loan your best friend 100k for 30 years interest free, even if we're somehow absolutely guaranteed that he would pay you back? Well, of course, he wouldn't do that, because inflation destroys the lender and benefits the borrower. So you would want to be the borrower in that case, because the borrower profits from inflation, profiting just like you're the borrower with income property. That's the position that you want to be in. But I'm glad we brought this up, because a lot of people have that question. That was a good one. Matrices, even though you seem to sort of be doubting if inflation profiting is a real thing with the way you approach the question, hey, I really appreciate it. Anyway, what's the next one? Brenda   Brenda  24:10   yep. So the next one we have is Mark. He wrote into our general inbox, and he says, I have been listening to your podcasts from the beginning, and I believe I have not missed a single show. Wow. Yeah, it would be hard to argue with your strategy of using debt to rapidly increase your returns and expand your rental real estate portfolio. This method is great for the accumulation phase of one's life. However, I believe that you have never addressed the next chapter of everyone's life, phase two. I am, of course, talking about preserving your wealth, which is phase two. Yeah, I only ask this because that is what stage of life I am in. For background, he has 15 rentals, seven mortgages. Age 62. Currently all managed by a property manager, and he is married and an empty nester. Please note, no matter how much money is made from rentals, he said, his wife's view is that it is work, and so she does not want any more homes or work. This would be a great idea for an upcoming show. Please consider thanks, Mark.   Keith Weinhold  25:20   Yeah. Great stuff, Mark. And before Brenda came on, we discussed which questions that she's going to choose. And I definitely wanted to have this one in there, because, I mean, this is one of the most important topics that's never been answered on the show, and it really needs to be answered today. The accumulation phase of Mark's life is done. He wants to know about how to approach the preservation stage. First of all, Mark, congratulations. You've listened to every GRE episode, 584, of them now, and you've clearly benefited from acting so good for you to be in this position. In fact, this show had its inception in 2014 and it doesn't even take these 1011, years to reach financial freedom, if you follow my plan. So you are there. All right, so, Mark, you've got 15 rentals, seven mortgages. You're age 62 they're currently managed by a property manager. You're married in an empty nester. I mean, you've made it, and you know that you've made it when you have enough income to support your desired lifestyle. That's what we're talking about here. Financially Free, beat step free and all of that, I'm going to speculate mark that if you had tried paying all cash for every property, you wouldn't have gotten very far. You wouldn't have made it to this point. You know why this question resonates so well with me, Mark, despite being quite a bit younger than you, I am at that stage as well. I definitely don't need to add more properties for the rest of my life. Now. I don't have kids yet either, so there's no clear air there. In fact, one reason that I hold on to my properties is to help educate our audience to be a real investor in the game and to be able to keep up with trends. You can just kind of tell when someone's not investing in real estate themselves. So if I talk it, I want to keep doing it now for you, Mark, it's not about rushing to pay off your seven mortgages, as you know from listening, that's usually not your best return on capital. If you've already made it, there is absolutely zero reason to add more properties, I would agree, especially if you know, in your wife's eyes, that creates a headache, and maybe yours as well, once you get to a certain point. So as far as this preservation stage, since you've moved away from the accumulation phase, the LLC is the favorite protection structure, not a C or an S Corp. And I have done shows on that with attorneys before. Since I'm not one of your 15 properties, if one or two are less profitable or for whatever reason, you just have difficulty getting those rented during vacancies, okay, you can sell those off if you don't want to do the 1031, exchange into more property, you can pay the tax. That's an option, but you will also have to pay depreciation recapture on those properties and mark. If there's one thing I wish I knew, it's that if you do have children or clear heirs, but the gold standard for passing along properties to heirs is a revocable living trust, and if you only remember one thing about that, a properly drafted living trust is the number one way to pass along rental properties smoothly. And why it's great is that it avoids probate. Probate is a court supervised process. It takes months or years of delay. So instead, with a revocable living trust, heirs get access to your properties almost immediately. Now you are age 62 hopefully this isn't happening anytime soon, but you do keep full control while you're alive, it's easy to update a revocable living trust, but the big one probably is that it prevents family disputes and it keeps everything private. That way there's no public probate record. And the bonus is, if you own properties in multiple states, a trust avoids multiple probates, that's huge. So those are some considerations. Mark as you've Congratulations again. Move from the accumulation phase to the preservation stage. It's a completely normal, natural process. You sure don't have to keep adding properties for ever and ever. Congrats. You made it. You did it.    Brenda  29:37   Great. We've got another one, Keith. This one is from Tim in Philomath, Oregon, and he says, I would be interested in the days ahead, if you would be able to help us understand why North Dakota is projected to grow so much.   Keith Weinhold  29:54   Okay, thanks, Tim in follow math, Oregon, another word I'm not sure how to pronounce. Now, yeah, you might think it's unusual that I would want to answer this question. For a low population state of under 1 million people, like North Dakota, from today to 2050 there's forecast to be 9% population growth nationally, but in North Dakota, it is 34% that is quite a surge, and that is per visual capitalist via the University of Virginia, but North Dakota's projected growth, it looks surprisingly strong on paper, especially for a cold, rural, low population state. But really, there are at least four major forces behind the fast 2025 to 2050, Outlook, and when you break them down, the growth actually makes sense. So I want to talk about this, because it's really a template for what makes for a growing place and a good future real estate market, no matter where it is. But in North Dakota, you've got this continued energy sector, strength, oil, gas and next generation energy. Part of what's driving the growth is something that's definitely not a new story. It is still the Bach and shale. It's still one of the top US oil fields. You got advances in drilling. That means more production with fewer rigs. That makes a sector more resilient. You've got global demand for liquid fuels projected to remain high through 2050 I know people like to talk about renewables, and there probably is a future there. But it's not like we're going to go all renewable right away. North Dakota is aggressively expanding carbon capture. So energy equals jobs. Jobs equals population retention and in migration, there's a national labor shortage in North Dakota. It's got this skilled worker hole. The US is going to face a major labor shortage through 2050 that's because of trends that you really can't change, like an aging population and low birth rates. That makes these high wage, high demand energy and engineering jobs stickier. North Dakota consistently leads in labor force participation, job availability, good starting wages for skilled trades, and they always seem to have a low unemployment rate, lower than the national average. So in other words, people move where the jobs are, even if it's cold. They really have one of the best economic outlooks in the country. There's a report called Rich states, poor states. In their latest one, they ranked North Dakota fifth nationwide in economic outlook, and that's above Texas and Florida and Tennessee, and that's because North Dakota has low taxes. They're business friendly, they're light on regulation. Businesses like that, their budgets are stable, and they've got strong public finances. So states with those fundamentals, they tend to grow pretty well over long horizons, and North Dakota has this demographic momentum. It's a younger state than all the surrounding states. They have a younger median age, high birth rates, so they've got this faster natural replacement rates, and they have really strong university systems, both und and North Dakota State, and what that does is that retains those graduates for jobs like energy and engineering and agriculture. So North Dakota benefits from this high stay rate, like a lot of people move for jobs, and they end up staying there, and their population growth seems fast, but the overall population small, so a net gain of 150,000 people, that really seems huge in percentage terms. It's steady rather than explosive growth. We're talking about annual gain. So really, a takeaway for investors is that North Dakota's growth is not a fluke. It's from strong economic policy, a big, durable energy engine, high earning jobs. You got this favorable business climate, and really unexpectedly young demographics. I read that the counties that will grow fastest are Cass Williams and stark and, you know, Brenda. If we learn about a reputable North Dakota property provider, maybe we'll talk about them here on the show. So if you the listener or anyone else know about one, write into us at get rich education, comm slash contact, and we'll check them out. And also, more broadly, if you want your listener question answered in the future, that's where to write to us as well, again, at get rich education.com/contact, thank thanks for the North Dakota question, Tim and Brenda, it's nice to have you here to ask the questions in a different voice.   Brenda  34:29   Thanks, Keith. Yeah, it's good to be on this side of the show instead of   Keith Weinhold  34:34   a listener. After all these years, there's one episode I'm sure you'll be listening to, and it's this one that you're on today.   Keith Weinhold  34:48   Yeah, much of our team here were GRE listeners before they ever worked here. We just made another hire two months ago. That woman worked for a payment processor. I said at the time, that sounds really boring. It definitely sounds more interesting to work at the GRE podcast. To review what you learned today, capital compounds labor doesn't though I promote being a giver, there are downsides to giving, but they're manageable. Inflation, profiting is the most often misunderstood of the five ways, and you will reach a tipping point where you've won in which you no longer have to add properties. That is transitioning from the accumulation phase to the preservation phase. That is one of the more important unaddressed things on the show until today, and finally, North Dakota's booming growth projections coming up soon on the show, I'll reveal GRE national home price appreciation forecast for next year, where you will learn the exact percent appreciation or decline expected in the future. Until then, check us out at get richeducation.com I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 3  36:00   You nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC, exclusively.   Keith Weinhold  36:32   The preceding program was brought to you by your home for wealth building, GetRichEducation.com  

Stop losing leads who try to brush you off by saying "just email me the info." In this live Cold Calling session, I show you exactly how to pivot that specific objection into a meaningful conversation. Many agents freeze up here, but with the right Real Estate Scripts, you can uncover their true motivation without being pushy.This episode features a Real Estate Roleplay focused on the "Just send me info" objection, specifically within the niche of Probate cold calling. You will listen me coach an agent live on how to keep the conversation going by using "softener" questions. We cover specific techniques for calling probate leads, handling family dynamics, and overcoming the fear of being nosy. This is the ultimate resource for objection handling & live cold calling | real estate mastermind level skills that separate top producers from the rest.If you want to improve your phone skills, mastering Real estate objection scripts is non-negotiable. This session provides the high-level Real estate sales training you need to stop making excuses and start booking more appointments. Whether you are new or experienced, this Probate Real Estate advice will help you convert more frustrated sellers into signed listings.What you will learn in this epiosode:✅ The best Real Estate Scripts to handle the "I'm busy" objection✅ Live Cold Calling techniques to save a dying conversation✅ How to use Real estate objection scripts that actually work✅ Specific strategies for calling probate leads and getting them to open up✅ Real estate sales training on mindset: why asking questions is a noble duty

In this episode of Absolute Trust Talk, Kirsten Howe returns with the latest development in the ongoing O.J. Simpson probate saga. Over 18 months after his April 2024 death, headlines announced that the executor of O.J.'s estate had "agreed to pay" the Goldman family close to $58 million—but what does that actually mean? Kirsten breaks down the reality behind the sensational headlines, explaining what happens when an executor accepts a creditor's claim versus actually paying it. With O.J.'s estate valued at just $1-2 million against a $58 million accepted claim, she reveals who really gets paid first in probate and why the Goldmans may see almost nothing despite "winning." Tune in for a real-world lesson on why probate takes so long and how creditor claims actually work. Time-stamped Show Notes: 0:00 Introduction 0:45 Key lesson #1: O.J. died in April 2024, and over 18 months later, his probate is still ongoing—proof that probate takes a long time 1:30 The headline that grabbed attention: "Executor agrees to pay $58 million to the Goldman family" 2:00 Listen in as Kirsten provides some background on the Goldman family's 1997 civil judgment of $33 million against O.J. for the deaths of Ron Goldman and Nicole Brown Simpson 2:45 Next, let's discuss how the judgment grew to $117 million with nearly 30 years of accumulated interest, and the creditor's claim was filed in July 2024 3:30 What really happened: The executor accepted the claim at $58 million (disputing the interest calculation), but this doesn't mean writing a check 4:15 The reality check: O.J.'s estate is worth only $1-2 million—nowhere near the $58 million claim 4:45 Key lesson #2: Who gets paid first in probate—executors, attorneys, court fees, and expenses come before any creditor claims 5:30 Why the headline was misleading and what this case teaches us about probate and creditor claims Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

Stop buying garbage data and fearing the phone. If you want to master Probate lead generation and secure 6% listings, you need a strategy that actually works. In this episode, we break down exactly How to get probate real estate listings by bypassing expensive vendors and going straight to the source.Most agents fail at Probate cold calling because they sound like "ambulance chasers." I am giving you my exact Probate leads script that opens doors with respect and empathy. We also cover the "Project Manager" method that makes you the obvious choice for Selling inherited property over a family friend.Here is what you will learn in this training:✅ The truth about Probate real estate leads and why courthouse data wins ✅ A proven Probate leads script to set appointments without being awkward ✅ Strategies for Selling inherited property that justify a full commission✅ Why this is the Best real estate lead generation 2025 strategy for serious agents ✅ How to position yourself as a specialized Listing agent ✅ Essential Real estate scripts to handle the "I want to talk to my friend" objectionIf you are ready to dominate Probate real estate and stop competing with investors, this episode is your blueprint for Probate lead generation success.

We break down a costly estate planning mistake that can cost you six-figures with the IRS! A simple change in timing preserves the step-up in basis. A real client story and a simple change that can preserve your gift.• The risk of gifting appreciated real estate• What's the step-up in basis?• Probate, good or bad?• Simplify gifting• When and how to consult attorneys and advisors• Practical steps for rentals, equities, and businesses

It's always a good time to talk about estate planning! Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss how the probate minimum has been raised. To find more information about how Attorney Heggie can help you, visit www.wochnerlawfirm.com.

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  In today's episode, Tim and the ATL Mastermind crew break down practical strategies for turning probate, divorce, and other life-change situations into real opportunities. They discuss how to partner effectively with Realtors, attorneys, and lenders, and show how mortgage originators can help clients restructure, relocate, and protect their credit. The team touches on niche tools like subject-to options, deed restrictions, and how Habitat for Humanity partnerships impact timing and equity. You'll hear how to spot off-market opportunities (vacant homes, shifting family needs, and overlooked leads) and how a simple 10-minute workflow with a lightweight web app and photo-based submission can keep your pipeline full. This new “Lazy Agent” program gives agents a low-risk way to plug into a ready-made system that handles the heavy lifting (lead capture, follow-up structure, and consistent deal flow) without disrupting their current business. Listeners are invited to test-drive the program during a limited-time promo, giving them a chance to see how a streamlined, scalable workflow can produce month-to-month results with minimal effort on their part. *No earnings are guaranteed. Any income figures, case studies, or examples provided are for illustration purposes only and represent exceptional results. They do not represent the average customer and should not be interpreted as typical, expected, or promised outcomes. Your results will vary based on your experience, effort, market conditions, and other variables. We make no claim that you will earn a specific amount of money. Key Takeaways:   - Probate and divorce leads open doors for creative problem-solving, including restructuring mortgages, preserving credit, and helping families transition without added pressure. - Lenders, Realtors, and attorneys become powerful partners when they communicate early, share information, and align around the client's best options. - Habitat for Humanity and deed-restricted properties require special handling, especially around equity limits, funding timelines, and how lenders collaborate with Habitat partners. - Subject-to financing, deed restrictions, and niche deal structures give families more pathways when traditional sales or refis aren't possible. - Pathfinding (spotting vacant homes), life-change situations, and off-market opportunities create a steady pipeline when paired with simple workflows and fast follow-up. - A lightweight 10-minute lead workflow using a quick web app + photo questions makes it easy to capture deal info and hand it off to agents or attorneys with clarity. - The new Lazy Agent program offers a low-risk, scalable way to generate consistent deals, focusing on value-first outreach, compliance, and turnkey systems that fit into any existing business.  #RealEstateLeads #MortgageStrategies #LeadGeneration #RealEstateInvesting Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Judge House retired in 2018 after 22 years on the Los Angeles Superior Court, where she presided over countless jury and court trials in the Civil and Probate departments. With experience serving as the Supervising Judge of the Northeast and North Central districts, Hub Operations and Assistant Supervising Judge of Civil countywide, Judge House brings a unique and in-depth understanding of all aspects of civil case processing and case values. She is touted for her calm demeanor and unbending graciousness to all that appeared in front of her, as well as her extraordinary and relentless, common-sense approach to settling cases.Visit her website here: https://arc4adr.com/panelists/hon-mary-thornton-house/

Probate disputes are often complex and usually involve family members, wills, inheritance, and lots of tension. But how does a person go about probate disputes, how do you solve them and what are the most common kinds of conflict within families? All to talk about with John Costello, Solicitor,with Noble Law Solicitors in Dundrum.

A Costly Probate Mistake with Real Estate

There isn't one formula for a Probate Real Estate Business...there's a landscape.Some agents lead with relationships and build steady referrals.Others prefer systems: consistent mail, structured calls, or ISAs managing first contact.Each path works for a different reason, shaped by personality, timing, and focus.In this discussion, Bruce Hill maps out five approaches that agents are using right now to build predictable probate pipelines:1️⃣ Referral-based partnerships2️⃣ Mail-focused outreach3️⃣ Call-forward strategies4️⃣ Combo models blending mail and calls5️⃣ Automated ISA setups for scaleYou'll hear where each model fits, what challenges come with it, and how other agents shape their business around it.By the end, you'll know which setup makes the most sense for how you actually like to work.⏱️ Timestamps4:23 — Different Business ModelsOverview of how five models fit into the Probate Real Estate Business landscape.28:36 — ISA Valuation & KPIsHow performance tracking keeps ISA roles fair and productive.47:44 — When Clients Can't Afford MaintenanceHow service-first gestures build credibility that leads to listings later.

Probate real estate referrals are built on trust.In this coaching call, Bill Gross breaks down how he's built long-term referral pipelines with probate attorneys, vendors, and other professionals in his local market.He explains how to set clear daily goals, approach attorneys without pressure, and stay consistent even when cases move slowly.You'll also learn how to use AI to simplify your follow-ups, organize your outreach, and keep your touchpoints personal, not robotic.⏱ Timestamps0:11:15 — How to nurture relationships with attorneys0:24:11 — What to say when approaching attorneys and starting conversations0:48:18 — How to identify ways to help attorneys or potential vendor partners beyond real estate dealsIf you've been trying to grow your probate business through better relationships and systems, this call gives you a clear direction to start.

In this episode, we review probate requirements for inherited mineral rights: when they're needed, multi-state complications, and how proven strategies like trusts or LLCs can help you avoid them entirely. As always, this information is being shared for informational purposes only and should not be construed as legal, financial, or tax advice.  Be sure to contact a qualified attorney to help you make the most of an inheritance situation. Links to the references mentioned in this episode can be found in the show notes at mineralrightspodcast.com.

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Morgage/Pre-Foreclosure, and Aged Expired niches!  Today's episode focusses on how to talk with clients in crisis, uncovering their real needs, and moving conversations toward concrete next steps. It emphasizes listening first, validating their situation, and guiding rather than pushing. The team explains how Zoom can bring you closer to long-distance clients or those who feel uncomfortable meeting in person, while still preserving empathy and trust. You'll hear practical scripts and questions that reveal timelines, pain points, and goals, plus how to present a clear plan that includes solvable options like asset disposition, property maintenance, and a smooth transition plan. The discussion covers California probate changes, seasonality in divorce, and how to adapt your approach to different markets. Real-life anecdotes illustrate how empathic listening and timely follow-up can shorten cycles, reduce client stress, and keep leads engaged. The speakers remind us that success comes from being a reliable partner, delivering on promises, and turning conversations into ongoing relationships with referrals and future opportunities. The talk also touches on lead generation mechanics, the psychology of framing outcomes over actions, and practical tips for staying in the conversation long enough to earn trust. Whether you're working with local homeowners, absentee owners, or families navigating probate and divorce, the guidance here helps you build trust, set realistic expectations, and systematically add value at every touchpoint.Key Takeaways:  Listening should come before advising so you uncover real needs and avoid talking past people. Zoom adds a more personal, face-to-face feel that builds trust and closeness even at a distance. Lead with outcomes, timelines, and possibilities so clients can picture results, not just features. Provide real, tangible services that remove stress like vendors, cleanouts, locks, and logistics. Empathic validation, good pacing, and focusing on their story shorten the sales cycle dramatically. Follow through on every promise and stay in touch so you become their go-to resource long-term. Stay prepared and stay curious about probate, divorce, foreclosure, and local market changes.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateLeads #ProbateRealEstate #DivorceLeads #RealEstateProspecting Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Need Probate - Just Say No to Credit Card Bills

In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize the value of thorough preparation and maintaining composure in the courtroom, underscoring how honesty and clear communication can strengthen credibility. The discussion also examines the increasing role of mediation in resolving disputes outside of court and highlights the importance of proactive planning to reduce potential conflicts, while acknowledging that some disputes may be inevitable.

4 Probate Rules Every Executor Needs to Know

In this episode, Zachary Wiewel sits down with Texas Trust's Director of Probate and Trust Administration, Ann Lumley to discuss the ins-and-outs of appointing the right trustee for your estate. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠. ___________________________________________________Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠Contact us: info@texastrustlaw.com

Real Estate, Death, and Probate Notice

Justin Hedemark is a California Probate and Trust attorney as well as a licensed California real estate agent specializing in probate and trust property sales. His unique expertise on both the legal and real estate side of transactions allows him to navigate the complex and challenging world of probate and trust real estate transactions with a clear vision and analytical approach while maximizing the sale price for his Executor, Trustee, and Beneficiary clients. Hear the difficult conversations that take place when it comes to probate and trust real estate transactions, how the probate process works, how real estate agents can help with the probate process, how to stand out as a realtor, and why homeowners should focus on quality, quality, quality when selling their home. Connect with Justin at HedemarkLaw.com, Justin.HELMRealEstate.com, and on Instagram @JustinHedemark

Are you frustrated by the "lock-in" effect and urgently searching for other ways to look for probate leads that actually convert? In today's real estate market, relying on traditional "Four Horsemen" leads like expireds is no longer enough. This video reveals exactly how to get listings when it feels like no one is selling. We break down a recession-proof system designed for the modern Listing agent who wants to stop chasing dead leads and start building a consistent pipeline.Most agents struggle because they don't have the right Probate scripts for real estate agents or the emotional intelligence to handle these sensitive conversations. We teach you the "Tactical Empathy" approach that separates top producers from the rest. You will also learn the "Double Dip" strategy, which shows you how to monetize every lead, whether you list the home retail or use a motivated sellers script wholesaler approach for a cash offer. This is the ultimate guide to Probate real estate for those ready to dominate their local market.In this episode, we cover:✅ The truth about getting deals in a low inventory market right now. ✅ Why Probate real estate training is the smartest investment for your time. ✅ Exact probate scripts that work to build trust with families instantly. ✅ The best lead generation strategies for real estate agents 2025 to stay ahead. ✅ How to find other ways to look for probate leads without relying on expensive data.Stop waiting for interest rates to drop. Watch now to master Probate real estate and secure your future listings today.

95% of agents are struggling right now, but you can survive a shifting real estate market. The secret is not luck; it is mastering lead generation for real estate using a hidden source: probate listings.In this episode, I provide your ultimate market crash survival guide. We stop relying on expensive online leads and start searching probate court records to find motivated seller leads with high equity.Most agents fail because they lack a system. I will teach you the exact probate cold calling approach that actually works today. You do not need to be aggressive; you just need the right cold calling scripts for real estate agents to open the door.By the end, you will know how to position yourself as a specialized probate real estate agent and secure listings others miss.✅ How to master lead generation for real estate in a low inventory market ✅ The specific steps for searching probate court records ✅ Cold calling scripts for real estate agents (The "Soft" Approach) ✅ Why becoming a probate real estate agent protects your income ✅ The truth about real estate coaching and training for 2025If you are ready to fix your real estate business and stop worrying about where your next deal is coming from, this masterclass is for you.

Are probate listings the right niche for you? They're not for everyone, but if an EXTRA 30-40 deals every year sound appealing, you can't afford to pass them up. Long Beach agent Paige Fingerhut Charnick has a goal of 600+ probate deals over a 15-20-year period, and she's right on track to reach it.   In this episode of the Tom Ferry Podcast Experience, Tom talks with Pagie about her strategies for winning probate listings, how she got into the business, and the real value of conquering such a niche lead pillar.    You'll learn: The pros and cons of working probates  The two main ways to win more probate business  How to network with attorneys by speaking their language  A powerful referral strategy    Don't miss this one. Watch the episode, decide if probate listings are your next business pillar, and then plug in Paige's strategies to start winning more deals.

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  In today's episode, our panel dives into practical real estate strategies across probate, pre-probate, divorce, and mortgage-related scenarios. You'll hear real-world coaching on how to open calls with the right tone, how to match a lead's pace, and why timing matters more than clever scripts. The conversation gates approach is broken down with examples on when to ask, when to listen, and how to gain permission to share value. We discuss how to tailor opening lines to voice cues from the person on the other end, and how to use slight enthusiasm to raise energy without sounding artificial. The team explores the power of personalization, like using a name naturally and acknowledging a lead's situation, whether it's probate, divorce, or late mortgage, and how mail campaigns, pre-probate campaigns, and neighborhood touches (like holiday gifts) help you stay top of mind. We also cover practical marketing ideas: scalable mail pieces, probate checklists, and the idea of a promotional offer that blends marketing with service, including a buy-one-month-free option for new subscribers. Finally, AI is addressed as an aid to your process, not a replacement for a real conversation, with tools for note-taking, transcription, and even generating follow-ups. If you're a real estate investor or agent looking to expand in these niches and convert more appointments, this session provides repeatable frameworks, scripts, and mindset tweaks you can apply immediately to increase listings, accelerate closings, and grow referral networks. Key Takeaways Build rapport quickly by matching the prospect's tone, pace, and energy while staying natural. Use simple conversation gates to get permission and open the dialogue before sharing your pitch. Tailor your opening lines based on both the lead type and how the person sounds when they answer. Consistent timing, follow-up, and knowing when to pause matter far more than any single call. Mail campaigns and pre-probate outreach help you stay top-of-mind for when families are ready. Use AI tools to assist with note-taking and organization, but keep the conversation human-driven. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateProspecting #ProbateRealEstate #RealEstateLeads #RealEstateMarketing Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

Stop getting shut down by probate leads. This Real Estate Roleplay is a masterclass in handling probate objections. If you're struggling with Setting Appointments and need to know what to say probate when you call a probate lead, this script is for you.We've all heard it: "We're not ready," "It's too premature," or "The family hasn't decided." This isn't just another probate lead cold calling script; it's a completely new strategy. Instead of pushing for the probate listing appointment, this video teaches you how to stop selling and start offering value. This is the real secret to how to get probate listings in a competitive market.You will learn: ✅ The "Family Meeting" Script: A powerful way to offer your help as a neutral, no-cost third party to navigate complex family disagreements.✅ Master the "Zillow Script": This is how to present value as a real estate agent by proving your track record and eliminating the competition, all on their own phone.✅ The Right Questions: Learn what to ask to uncover the real reason for the stall and build genuine rapport.✅ Overcome Any Stall: See how to handle the toughest probate objections with empathy and authority, not pressure.This roleplay is essential for any agent serious about mastering Probate Real EState. Stop collecting leads and start building a pipeline. Listen this, take notes, and change the way you handle probate objections forever.

In Season 5, Episode #208 of Boroughs & Burbs we dive into one of the most complex, yet essential, areas of real estate: estate, trust, and probate sales. Our guests, Kelly deLaat, Rachelle Rosten and Peter Hernandez of Douglas Elliman, share their firsthand experience guiding families, trustees, and investors through these sensitive transactions. We'll explore how to maximize property value while navigating legal nuances, timelines, and emotional factors that often accompany estate sales. From market strategy and communication with attorneys to identifying investment opportunities within probate portfolios, this episode unpacks how expert agents manage trust properties with precision, empathy, and success.