Podcasts about Probate

Proving of a will

  • 1,062PODCASTS
  • 4,809EPISODES
  • 24mAVG DURATION
  • 2DAILY NEW EPISODES
  • Dec 2, 2025LATEST
Probate

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about Probate

Show all podcasts related to probate

Latest podcast episodes about Probate

Estate of the Union
S4|E8: "It's All about TRUST" - How Choosing Your Trustee Impacts Planning

Estate of the Union

Play Episode Listen Later Dec 2, 2025 29:33


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 talk, with Realtors
Justin Hedemark on navigating probate and trust real estate transactions

Real talk, with Realtors

Play Episode Listen Later Nov 28, 2025 31:21


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

Estate Planning Daily
Probate, HOA Dues, and the Creditor Claim Process

Estate Planning Daily

Play Episode Listen Later Nov 24, 2025 1:32


Probate, HOA Dues, and the Creditor Claim Process

The Aaron Novello Podcast
Probate: The Market Resistant Lead Source They Hide

The Aaron Novello Podcast

Play Episode Listen Later Nov 22, 2025 51:23


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.

The Aaron Novello Podcast
Avoid Low Inventory Panic: Your Probate System

The Aaron Novello Podcast

Play Episode Listen Later Nov 22, 2025 18:14


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.

The Tom Ferry Podcast Experience
How to Win Probate Listings & Network with Attorneys

The Tom Ferry Podcast Experience

Play Episode Listen Later Nov 20, 2025 51:56


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.

PROBATE MASTERMIND Real Estate Podcast
Top Prospecting Tips for Q1 + Don't Miss Our Black Friday BOGO Promotion! | ATL Mastermind 555

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Nov 20, 2025 57:16


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

Expat Property Story
What You Need to Know About Probate Property

Expat Property Story

Play Episode Listen Later Nov 20, 2025 43:50


#244Our WhatsApp  groupProperty Engine discounts (Code: EXPAT)Starter: 30 day trialPro: 30 day trial/3 mths 1/2 price, Ultimate: 1/2 price 3 monthsGoalsettingLeave a review37 Question Due Diligence Checklist / Auction GuideOur Sponsors: Finnigan McNeill Property GroupHave you ever heard the word probate and not really understood what it means? Today's episode gives a glimpse into the distribution of property owned by someone who has passed away. Nick Kalms  set up an auction house for selling probate properties, after spending 25 years as a property trader. He named it Probate.Auction and he was joined for the interview by his Head of Partnerships Dan Marsden.During the episode, we discuss:The meaning and legal process of probatePost-Covid delays in obtaining probateDifferences between live and timed auctions, including the flexibility and increased sale rates in timed auctions post-Covid.The role of charity legacy teams and probate lawyers as key sources of vendor referrals, and examples of charities benefiting from auction sales.Buying probate properties at auction: always read the legal pack, especially the special conditions, and watch out for hidden or cleverly disguised fees.KeywordsUK property podcast, UK probate property advice, Probate auction UK, Buying probate properties UK, Selling probate properties UK, UK auction property tips, Probate process UK, UK estate administration, Property investment UK podcast, Expat property UK, Special conditions auction UK, Probate legal pack UK, Property trading UK, Empty homes UK, Charity property auctions UK, Auction house UK, Guide price auction UK, Maximising value property auction, Probate property buyer UK, Estate agent vs auction UK, UK executor property sale, UK property completion times, Auction entry fee UK, British Wills and Probate Awards, UK property sales statistics, Legal pack for auction UK, Empty homes officer UK, Speedy property sale UK, Transparent property auction UK, Selling unmodernised property UK, Probate stamp duty exemption UK, Property due diligence UK, Investor property auction UK

No BS Wealth
Wills, Trusts, and Buy-Sell Mistakes You Can't Afford W/ Griffin Bridgers

No BS Wealth

Play Episode Listen Later Nov 19, 2025 31:22 Transcription Available


If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Silicon Valley Living
‘Inflation is a choice': Fed chair candidate Kevin Warsh makes his pitch

Silicon Valley Living

Play Episode Listen Later Nov 19, 2025 8:23


Inflation, AI, Real Estate Tips, and Market InsightsIn this episode, we delve into the potential impact of inflation and the future of the Federal Reserve leadership, with a focus on the two leading candidates: Kevin Walsh, who emphasizes AI and cryptocurrency, and another Kevin with a higher chance of securing the position. Additionally, we provide a holiday real estate seller's guide, including pricing strategies, staging tips, and market timing advice. We also discuss probate and estate sales services, offer insights into notable real estate highs and lows, and review a unique property in Los Gatos.‘Inflation is a choice': Fed chair candidate Kevin Warsh makes his pitchHoliday Real Estate: A Seller's GuidePROBATE AND ESTATE SALESSanta Clara County Highs and Lows Los Gatos Home of the Week Santa Clara County Price Reductions FREE HOME BUYER CHECKLIST HERE https://abitanogroup.com/HomebuyerchecklistHome Inspection CHECKLIST HERE https://abitanogroup.com/homeinspectionchecklist 00:00 Introduction: Inflation and the Fed00:17 Kevin Walsh's Vision: AI and Cryptocurrency00:41 Impact of AI on Jobs and Economy02:11 Holiday Real Estate Market Insights02:54 Tips for Selling Your Home During the Holidays04:54 Probate and Estate Sales Services05:45 Highs and Lows: Real Estate Market Review08:20 Conclusion and Sign-Off

Estate Planning Daily
How to Open a Probate When the Debts Are More Than the Assets

Estate Planning Daily

Play Episode Listen Later Nov 18, 2025 1:32


How to Open a Probate When the Debts Are More Than the Assets

The Numbers Game
Why Your Inheritance Isn't Safe Without a Valid Will

The Numbers Game

Play Episode Listen Later Nov 16, 2025 20:55


What really happens when you don't have a proper will in place? From state trustees taking control to long probate delays, contested estates and outdated super nominations, we cover the risks that can leave families exposed. If you want your wealth to end up where you intend, this episode will give you the clarity you need.On this episode, we discuss:(00:00) Intro(00:43) Would You Trust The Government With Your Inheritance?(01:23) Why Wills Matter More Now Than Ever(01:43) The Rise Of Contested Wills And Probate Cases(03:47) What Happens If You Have No Will: State Trustees Step In(04:08) Nick's Personal Story: State Trustees Controlling His Grandparents' Estate(06:41) The Tim Brigden Case: 3 Years Fighting Public Trustees(08:23) Why Online Will Kits Cause Problems(15:09) Crypto & Digital Assets: Lost Forever Without Access(17:26) How To Talk To Your Parents About Their Wills(18:11) Estate Planning Lawyers vs General SolicitorsCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Aaron Novello Podcast
Probate Lead Says "Not Ready"? (Say This)

The Aaron Novello Podcast

Play Episode Listen Later Nov 15, 2025 20:01


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.

Engel & Cabrera Present Boroughs & 'Burbs, the Real Estate Review
Estate, Trust and Probate | Boroughs & Burbs Ep. 208

Engel & Cabrera Present Boroughs & 'Burbs, the Real Estate Review

Play Episode Listen Later Nov 13, 2025 57:15 Transcription Available


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.

PROBATE MASTERMIND Real Estate Podcast
Proactive Prospecting Tips: How to Increase Contact Rates & Close More Deals! | ATL Mastermind 554

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Nov 13, 2025 55:57


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 dive into niche leads that drive real results for real estate pros. The crew focuses on probate, pre-probate, divorce, and late mortgage scenarios as urgent opportunities for contact and conversion when paired with a steady outreach cadence. You'll hear how Matt's team positions Appointments Today as a reliable source of motivated sellers, and why calls often outperform mailers alone when you pair message cadence with a strong value proposition. The speakers discuss investing in coaching, building a high‑quality local team, and combining calling with targeted mail to count leads, book appointments, and close deals. They emphasize not outsourcing your core client conversations, but instead selecting well‑vetted professionals who speak fluent English and share your values so conversations feel authentic. The group explains how advanced tools like dialers, CRM, Homebot, and AI-assisted routing keep you in front of the same leads across the day, maximize contact, and reduce spam flags. They share practical stories of probate partitions, caregiver scenarios, and win stories that demonstrate how offering help first can unlock listings and referrals. The message is clear: stay proactive, measure results, and be willing to adapt strategies to market cycles. Tune in to understand the mindset, systems, and scripts that turn challenging situations into lasting partnerships and steady pipeline growth. Key Takeaways: -Consistent and varied calling increases contact: Making multiple calls using advanced systems boosts the chance of reaching prospects. -Reinvest in coaching and systems: Investing a portion of revenue into training and technology improves skills and results. -U.S.-based callers from Appointments Today help to build trust: Speaking with native English speakers who understand cultural nuances and idioms fosters better engagement and appointments. -Provide value and build relationships: Helping prospects solve problems and offering resources creates trust and leads to referrals. -Leverage technology for better outreach: Using dialers, AI, and automation increases contact rates and streamlines follow-up. -Active prospecting over hope is necessary: Relying solely on inbound leads won't sustain your business, be proactive in calling. -Consistent value and nurturing lead to long-term success: Regular contact and helpful interactions build trust and a reliable pipeline. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProspectingTips #RealEstateInvesting #LeadGeneration #BusinessGrowth 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

Law School
Property Law Lecture Four: Concurrent Ownership and Marital Property

Law School

Play Episode Listen Later Nov 13, 2025 58:26


Seven-Lecture Series on Property Law Series Roadmaphttps://drive.google.com/file/d/1ceyxXw7KilPSTUMFf_Y8r6ktEzM_gm1Q/view?usp=sharingThe following are the unique links and domain names found in the provided source material:• https://civil.sog.unc.edu• https://en.wikipedia.org/w/index.php?title=Concurrent_estate&oldid=1300914748• https://en.wikipedia.org/w/index.php?title=Four_unities&oldid=1239034380• http://www.irs.gov/irm/part25/irm_25-018-001.html• andysirkin.com• BarExamToolbox.com• lexjuris.comThe podcast provides an overview of concurrent estates (or concurrent ownership), which is when two or more people own property simultaneously. In this type of ownership, co-tenants have an absolute right to possess and use the entire property, regardless of their specific fractional ownership shares.The three major forms of concurrent ownership discussed are:

UBC News World
Estate Administration Act Alberta: Why Engaging A Probate Lawyer Will Help

UBC News World

Play Episode Listen Later Nov 7, 2025 6:42


Discover why Alberta's Estate Administration Act makes hiring a probate lawyer essential for executors and personal representatives. Learn about the four core duties, legal accountability measures, and how professional guidance protects both representatives and beneficiaries during estate administration. Learn more at https://www.jklawoffice.ca JK Law City: Calgary Address: 2908 2 Avenue Southeast #Unit A Website: https://www.jklawoffice.ca/

The Aaron Novello Podcast
Why Your Real Estate Leads Aren't Converting

The Aaron Novello Podcast

Play Episode Listen Later Nov 6, 2025 11:46


Are you a Real Estate Agent frustrated with leads that go nowhere? If you're wondering why my real estate leads are not converting, the answer is often a "long cash conversion cycle." This episode is the blueprint for generating leads how to find motivated sellers by focusing on Probate and Cash Offers so you can stop wasting time on leads that take 12 months to close.The old model of being a "one-product" agent is broken. In this training, Aaron Novello and Aidelys share the exact Real estate scripts you need to confidently present the cash offer vs traditional listing option. So many agents fail because they don't know how to handle these conversations, but these limiting beliefs are stopping your sales success as a real estate agent.We'll show you how to overcome the fear of a seller accepting your cash offer and how to understand that for many sellers, convenience and speed are more important than price. This "multiple option" model is the key to handling high-intent real estate seller leads and will actually help you get more listings. Many sellers who inquire about Cash Offers will ultimately list with you once they see their options side-by-side.This is the blueprint for the modern Real Estate Agent. You will finally have the answer to why my real estate leads are not converting and the tools to fix it.In This Epiosode, You Will Learn: ✅ The simple script to present a cash offer vs traditional listing. ✅ How to identify high-motivation sellers (like Probate real estate) vs. long-cycle leads. ✅ How to overcome the limiting beliefs that are costing you deals. ✅ Why offering Cash Offers is the secret to getting more listings. ✅ The truth about seller motivation (it's not always about the money!).

PROBATE MASTERMIND Real Estate Podcast
Introducing RouteMAX! Cost-Effective Direct Mail That Builds Local Credibility | ATL Mastermind 553

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Nov 6, 2025 48:04


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 session we unpack a brand-new mailing program that leverages ATL data to farm your local real estate market and scale outreach beyond traditional leads. We discuss RouteMAX, a print-and-direct-mail solution that integrates with USPS routing, offers flexible content, and lets you choose budgets, routes, and pieces to hit target neighborhoods. The team shares how you can use your own mailing list or access new data from our providers, and how automation reduces manual work while preserving personal touch. Real-world stories cover probate, divorce, and open-house opportunities, plus the evolving role of AI in offers and how credibility and timely follow-up win deals. The discussion also covers dual agency dynamics, pricing considerations, and how high-value mailings can deliver steady income rather than chasing big, one-off closings. There are templates, case studies, and clear next steps including downloading the RouteMAX starter guide and contacting your marketing strategist to tailor a plan that fits your budget. This episode is all about practical, ready-to-implement marketing that scales with your market knowledge and local partnerships, especially around seasonal campaigns and neighborhood newsletters that keep you top of mind as buyers and sellers make decisions. Key Takeaways RouteMAX combines All The Leads' trusted data with direct mail automation to help agents and investors farm local markets efficiently and affordably. You can use your own mailing lists or tap into All The Leads' verified data providers for targeted neighborhood or niche campaigns. The program supports high-value, customizable mailings beyond just probate or divorce leads, ideal for any lead source or local marketing effort. A USPS carrier-route collaboration helps reduce postage costs through intelligent sorting and delivery optimization. Automation streamlines the process, saving time while allowing agents to scale consistent, branded outreach. Seasonal and holiday campaigns keep your brand visible year-round and help increase engagement during key decision-making periods. All The Leads provides ready-to-use templates, content, and data tools to simplify every step of the mailing process. You can get started quickly with the free RouteMAX guide and by contacting your ATL strategist for personalized setup support. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateMarketing #DirectMailMarketing #LeadGeneration #ProbateRealEstate 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

Probate Weekly
A Good Kind of Probate Problem | with Brad Woodall

Probate Weekly

Play Episode Listen Later Nov 6, 2025 34:37


ProbateResource.com was founded by Full-time Real Estate Investor, Brad Woodall. After many many years of purchasing houses from families who inherited a house through the probate process, he recognized the need for an all-inclusive resource to help people navigate the unfamiliar probate process. Visit his website here: https://www.probateresource.com/

UBC News World
Probate Property Stressing You Out? How to Sell Inherited Land Without Hassle

UBC News World

Play Episode Listen Later Nov 6, 2025 3:44


Probate property doesn't have to mean months of legal headaches. Learn how the right approach helps you sell inherited vacant land quickly and move forward. Go to https://landavion.com/ for more information. Land Avion, LLC City: Las Cruces Address: 2521 North Main Street Website: https://landavion.com

The Fifth Court - Ireland's legal podcast
E134 The Fifth Court - Austria's Supreme Court President Georg Kodek - Why the Law Can't Save the Planet

The Fifth Court - Ireland's legal podcast

Play Episode Listen Later Nov 5, 2025 37:53


Courts, Climate & Common Sense – Austria's Supreme Court President Georg Kodek on Why the Law Can't Save the PlanetIn this compelling episode, The Fifth Court hosts Peter Leonard BL and Mark Tottenham BL sit down with Georg Kodek, President of the Austrian Supreme Court, during the European Law Institute Conference in Vienna.He explains why courts can't be expected to fix climate change – and why real solutions must come from politics and public conviction, not litigation.From a Peruvian farmer's lawsuit against German power plants to how TikTok might be used by the Austrian Supreme Court, Kodek discusses the limits of law in global challenges – and why judges must learn to speak to the public again.But first, three fascinating Decisis.ie cases:DPP v Clark – Repeat firearm offender sees sentence increased from 6 to 7½ years.DPP v BK – Conviction of a mother set aside after court finds statements in a safeguarding assessment unreliable.Harford v Commissioner of An Garda Síochána – Judicial review dismissed where a criminal trial was deemed an adequate remedy.Sponsored by Charltons Solicitors & Collaborative Practitioners, specialising in Family Law, Civil Litigation, Property, Wills and Probate. Hosted on Acast. See acast.com/privacy for more information.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How AK Babers Uses Community, Probate & AI to Turn Renters into Homeowners (Houston Real Estate)

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Nov 3, 2025 23:40


In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews AK Babers, a prominent real estate investor and founder of AKB Realty Group and Manifest Equity. They discuss AK's focus on community-driven solutions to bridge the wealth gap through real estate education, the importance of understanding the market, and the challenges faced by investors. AK shares insights on leveraging technology, particularly AI, in real estate, and emphasizes the need for community engagement and education, especially for seniors dealing with probate issues. The conversation also touches on investment strategies, the significance of automation in business growth, and AK's future goals for expanding his outreach and educational efforts.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Lawgical with LYLAW
Inheritance in the UAE: How the DIFC Probate Roadmap Is Changing the Process

Lawgical with LYLAW

Play Episode Listen Later Oct 31, 2025 35:18


Lawgical with Ludmila The post Inheritance in the UAE: How the DIFC Probate Roadmap Is Changing the Process first appeared on LYLaw Dubai.

PROBATE MASTERMIND Real Estate Podcast
Smarter Systems, Better Results: Building Lead Outreach Engines That Work! | ATL Mastermind 552

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Oct 30, 2025 63:30


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's episode delivers a value-packed session that blends current market momentum with real-world lead generation, renovation updates, and risk management. The team celebrates October's standout performance after a dip in the prior months, discusses industry trends observed from Vegas AI conferences, and emphasizes a multi-channel approach to outreach using direct mail, postcards, letters, lumpy mail, warm calls, and timely door-knocking with door hangers. The panel digs into practical topics from renovating an inherited estate with hardwood floors under decades of wear to wiring issues like aluminum wiring and copper caps, then translates those lessons into probate, divorce, and mortgage-related opportunities. The importance of onboarding and MIS-driven coaching is highlighted, along with a replicable system that scales and ROI tracking to run the business like a well-oiled machine. The crew shares strategies for staying consistent, aligning marketing with market realities, and leveraging free trainings and Probate Mastery options to level up. They encourage ongoing learning, signposting free mini trainings on timelines, objections, and two-probate-deals-per-month, while underscoring the value of staying connected with your mentor team. Tune in for actionable takeaways you can implement this week, plus a forward-looking note that the team is expanding resources and coaching to help you own your market and close more probate deals. Have a great week ahead and see you next Thursday for more hands-on guidance and real-world results. Key Takeaways: Diversify your outreach. Combine mail, calls, texts, and personal touches tailored to your market for greater impact. Leverage onboarding and Marketing Implementation Strategist (MIS) training to accelerate results, refine systems, and stay on track. Track ROI and manage your marketing like a true business: know your numbers, costs, and conversion rates. Understand your market's timing. Call and mail when people are most reachable and adjust campaigns around seasonal patterns. Build a scalable, repeatable process and use ATL coaching to fine-tune strategies for your market and goals. Stay visible and engaged. Persistent and value-driven follow-up turns prospects into long-term clients. #RealEstateInvesting #RealEstateMarketing #FollowUpStrategy #RealEstateCoaching https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. 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

Complete Estate Planning
My Parents Refuse to Write a Will — What Happens When They're Gone?

Complete Estate Planning

Play Episode Listen Later Oct 30, 2025 12:37


Probate Weekly
Probates Finished, Funded, and Faster with Scrivnr's founder Byron Batres

Probate Weekly

Play Episode Listen Later Oct 30, 2025 54:26


Scrivnr's founder, Byron Batres, is a Certified Financial Planner™ with over 23 years of experience in estate and trust settlement. Byron has a deep and a personal understanding of what an Executor/Administrator goes through and how to provide legal, financial and technology solutions to solve probate problems.Visit his website here: https://www.scrivnr.com/about

Investor Fuel Real Estate Investing Mastermind - Audio Version
Finding First Flip Deals, Private Money, and Surviving Probate — Trinity Anderson

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 28, 2025 22:20


In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Trinity Anderson, a young entrepreneur making strides in the real estate flipping industry. Trinity shares her journey from starting at a real estate mentoring company to navigating the challenges of her first flip. She emphasizes the importance of networking, mentorship, and taking action, especially for young investors. Trinity discusses her goals for the future, including house hacking and flipping multiple properties, while also highlighting the need for creative solutions and community support in funding her ventures. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------

The Aaron Novello Podcast
What to Say to Convert Probate Leads (A Case Study)

The Aaron Novello Podcast

Play Episode Listen Later Oct 25, 2025 16:30


Are you fumbling your probate calls? This case study reveals what to say probate when you call a probate lead to finally get appointments, even when they say, "we're not sure." If your real estate lead generation efforts in probate are failing, this is the blueprint you've been missing.We sit down with an agent who went from zero conversions to building 50% of his entire business from probate. He reveals the exact real estate scripts and systems he used to get 14 listings in his first year. Stop guessing and learn how to get probate real estate listings with a proven plan.In this episode, you will learn:✅ The exact probate cold calling script that gets appointments.✅ How to handle the #1 probate objections (like "we're not sure"). ✅ The precise blueprint for how to get probate leads and convert them. ✅ Why most agents fail (and the simple fix). ✅ The mindset shift needed to become the probate agent in your market.This Probate Real Estate Training case study will show you how to stop fumbling your calls and start building a predictable listing business.

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
How To Find Probate Real Estate Leads ( + Different Conversation Approaches)

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Oct 24, 2025 67:55


Learn how to fix your real estate pipeline by integrating probate leads.In this clip, Bruce Hill explains the psychology of conversations that reveal real estate opportunities without sounding pushy. You'll discover how to ask questions that align people with the info you need, filter prospects faster, and build a consistent probate lead system that compounds over time.Highlights:⇢ 3:12 Basic Rules For Adding People To Your Pipeline ( How to know who belongs in your pipeline so you don't waste time  on unqualified leads ) ⇢ 12:31 Going to the courthouse for free leads and sitting through court hearings to build mastery and local authority ⇢ 15:38 Different Conversation Approaches In Probate ⇢ 19:59 How many leads you need to build a reliable pipeline ( Bruce breaks down 400 raw → 100 conversations → 50 active proposals )⇢ 23:40 The psychology Bruce uses to get sellers to tell him an indication if there's real estate ( and lead them to say exactly what he needs to know ) ⇢ 26:46 About home insurance and no trespassing rules ⇢ 32:45  Questions That Are Impossible To Reject ⇢ 50:00 What Probate Mastery Teaches 

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Why Practicing “Chanting” Makes Probate Prospecting/Conversations Feel Effortless

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Oct 24, 2025 74:20


In this call, the community dove deep into probate prospecting  and what really happens when you start practicing the conversations that move your business forward.If your delivery feels off, it's usually not because you don't know what to say.It's because you haven't learned how to say it yet.Bruce explains how to teach yourself through a simple practice called “chanting.”If you repeat your key lines until they sound natural,  then you stop second-guessing yourself.If you stop second-guessing yourself,  then you start sounding confident without even trying.That's how every great probate conversation starts...not from memorizing scripts, but from installing  the main idea, tone, and trust in your voice.You'll discover:➡️ How to talk to probate leads with confidence➡️  Why short, practiced lines build more trust than long scripts➡️  The 3 questions that keep every probate conversation flowing➡️  How to turn repetition into real communication skillHot take / Q and A :→ 18:33 How to go about phone prospecting and avoid being flagged as a spammer→  32:27 What goes into a probate information package ? Do you have separate packages as a realtor and as an investor ?→ 57:24 How to approach an executor who wants to hire you when their attorney suggests another agent?1:02:22 → the difference between the first-touch letter and the special nurture/follow-up to send once a seller's gave a hint of selling plus the timing in sending those letters 

PROBATE MASTERMIND Real Estate Podcast
Creative Real Estate Solutions: Habitat Case, Divorce Tactics, & Refresh Wins! | ATL Mastermind 551

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Oct 23, 2025 59:18


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's extended discussion centers on converting fresh ideas into repeatable results. We unpack a subscriber's late mortgage lead and outline an approach that widens our focus to agents, investors, and like-minded professionals who care about mortgage-backed opportunities. The team explains our refresh program, a process that re-runs older data to confirm if the deed is still in the owner's name and whether the property remains unsold, enabling you to re-prospect with confidence. We explore Habitat for Humanity partnerships, including how deed restrictions and zero-interest mortgages affect outcomes, how to engage the Habitat board, and why acting as a middleman can unlock favorable terms while protecting the client. We discuss practical tools such as PropStream, Matt's ability to call late-mortgage leads, Homebot's market-value reports and CMA-driven strategies, and the importance of keeping your name on every document. The group shares negotiation playbooks for tough divorce scenarios, from mediation-ready packages to neutral communications, and the value of data-backed conversations with attorneys and lenders. The central theme is action: consistent calling, thorough data, and smart collaboration to generate opportunities across probate, divorce, and pre-foreclosure niches while leveraging community programs to help homeowners stay in place and avoid unnecessary foreclosures. Tune in for real-world tactics, thoughtful analysis, and a community of peers ready to turn insights into deals. Key Takeaways:  - A broad audience including agents, investors, and like-minded professionals expand on opportunities in late mortgage niches.  - The refresh program revives older data to identify viable prospects and preserve value in aging leads.  - Habitat for Humanity partnerships offer pathways to retain homeowners through mortgage restructuring and board collaboration.  - Homebot and CMA tools enhance client communication and credibility, increasing close chances.  - Maintaining neutrality in divorce negotiations protects relationships and improves deal flow.  - Relentless follow-up and disciplined call monitoring yield meaningful opportunities with minimal waste.  - Data-driven, collaborative approaches unlock strategies across probate, divorce, and pre-foreclosure markets while leveraging community programs. https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #LateMortgageLeads #ProbateRealEstate #DivorceListings #RealEstateLeadsPrevious 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

Probate Weekly
Loans to Trusts and Estates in Probate

Probate Weekly

Play Episode Listen Later Oct 23, 2025 44:55


Justin Aldi talks about how loans to trusts and estates work while in probate. Connect with him on LinkedIn: linkedin.com/in/justin-aldi-5212559

Elder Law Report
Probate: The Real Life Horror Story You Can Avoid

Elder Law Report

Play Episode Listen Later Oct 23, 2025 6:04 Transcription Available


Probate doesn't just slow things down—it can turn a time of grief into a grind of court dates, public filings, and creditor claims. We sit down to unpack why probate so often feels like a maze and map out practical ways to keep your family out of it with clear, simple planning moves that protect what matters.We start with the human cost: how an open estate can freeze a home sale, stall car title transfers, and complicate insurance and mortgage payments. From there, we explain what probate really is—the court-supervised, public process for transferring assets—and why it commonly lasts six months to two years. You'll hear how notices to creditors can pull medical bills and other debts into the mix, shrinking what beneficiaries receive and stoking family tension during an already hard season.Then we shift to solutions you can use today. We walk through beneficiary designations on bank accounts, IRAs, 401(k)s, and brokerage accounts, showing how they transfer directly and bypass probate. For North Carolina homeowners, we outline the enhanced life estate (Lady Bird) deed that works like a beneficiary designation for your house, keeping it out of probate and simplifying transfer. We also break down revocable living trusts—how funding the trust by retitling assets like your home, accounts, vehicles, and even a boat can create a faster, more private, and more controlled path for your loved ones. Along the way, we highlight common mistakes, like leaving titles unfunded or ignoring contingent beneficiaries, and share a simple checklist to review your assets.If you're ready to trade uncertainty for clarity, this conversation gives you the tools to act. Book a free consult at our Shelby, Charlotte, or Hendersonville offices, call 1-888-999-600, or visit www.mcelderlaw.com. If this helped, subscribe, share with a friend who's planning ahead, and leave a quick review so more families find their way to a smoother plan.

Getting Down to Business
Get to Know Business Law Professor Nikki Stowell

Getting Down to Business

Play Episode Listen Later Oct 22, 2025 30:57


In this episode we sit down with professor Nicole Stowell, instructor of business law in the Lynn Pippenger School of Accountancy in St. Petersburg. Prof. Stowell has been with USF for over 20 years and is a wealth of knowledge regarding legal issues in business. She was admitted to The Florida Bar in 2001, is a member of the Academy of Legal Studies in Business, and The Florida Bar Real Property, Probate & Trust Law Section.

Estate Planning Daily
Two Ways to Avoid Probate when Own Real Estate

Estate Planning Daily

Play Episode Listen Later Oct 21, 2025 1:42


The Aaron Novello Podcast
Real Estate Lead Conversion: Stop Practicing the WRONG Skill

The Aaron Novello Podcast

Play Episode Listen Later Oct 20, 2025 30:38


Tired of losing easy listings? Stop letting sellers shut down your calls with "I'm taking a break." Learn exactly how to get expired listing leads in real estate by mastering the precise scripts and diagnostic framework demonstrated in this video. If your real estate lead conversion rate is stuck, this is the blueprint for your next step.This episode is an elite masterclass featuring live Real Estate Roleplay and expert coaching on the two most critical seller lead sources: Expired listings and Probate. We not only give you the Expired Script fix, but we teach you the mindset of Advanced Objection Handling to win difficult deals.Here is the step-by-step conversion mastery inside this session:✅ The Expired Fix (First ∼25%): We dissect the "I'm taking a break" objection and provide the high-leverage question needed to instantly re-engage the seller's true motivation and secure the appointment. Learn how to convert calls into listing opportunities.✅ Probate Pre-qualification Secrets (Core Value): See exactly how a top agent performs calling probate leads. We deliver the definitive probate script and the specific questions that uncover family conflicts, financial motivation, and beneficiary alignment (the "cash out" factor) before you ever step foot in the door.✅ Stop Wasting Time (The Diagnostic): Use our systemic coaching model to finally figure out what to practice next. Stop practicing lead generation when your problem is closing. We show you the four stages of conversion failure (hang-ups, no appointments, no conversion, pricing) and pinpoint whether you need work on scripts, pre-qual, presentation, or the crucial price reduction real estate conversation.✅ Full Script Library: This entire session demonstrates the power of having multiple Probate Scripts and a commitment to high-level practice. Get the tools you need to stop guessing and start converting listings immediately.

Beer & Money
Episode 323 - Safeguard your Wealth: A conversation with Rob Bukacek

Beer & Money

Play Episode Listen Later Oct 20, 2025 31:19


In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

Estate Planning Daily
Save Money in Probate with the Bill Strategy

Estate Planning Daily

Play Episode Listen Later Oct 20, 2025 2:18


The Aaron Novello Podcast
Cold Calling Scripts Real Estate: Zero SOI To $300K Success Formula

The Aaron Novello Podcast

Play Episode Listen Later Oct 19, 2025 9:37


You're a new agent with zero SOI and you need a system that actually works? This episode is the exact blueprint! Learn the Cold Calling Scripts Real Estate strategy that launched one agent from a college dropout with no contacts to earning $300,000 in just one month. We break down Keelan's shocking success, showing exactly how to get real estate listings as a brand new agent without spending thousands on weak leads. If you want to know how to make money quickly by focusing on high-intent sellers, keep watching. This isn't just theory; it's proven action.This is the ultimate formula for Realtor lead generation for agents ready to put in the work, detailing the specialized knowledge needed to succeed in a shifting market.The $300K Success Formula:✅ Cold calling Mastery: We reveal the exact real estate scripts and commitment to practice (40 pages of objection handlers) Keelan used to secure high-value appointments immediately.✅ Pivot to Profit: The exact strategy Keelan used to shift from low-quality Expireds to highly motivated, market resistant leads like Probate leads.✅ The Absentee owner script that works: See how a single cold calling scripts real estate conversation led to a massive, multi-million-dollar commercial real estate deal, proving the value of having the right dialogue.✅ The Probate lead generation funnel: Learn why this source provides high-equity, low-competition listings and is the key to building a resilient business.Keelan's story is a case study in implementing high-leverage skills fast. Stop spinning your wheels and start using a Cold Calling Scripts Real Estate strategy that pays huge commissions, even if you've just started.

Creative Finance Playbook
EP. 161: How to Find Motivated Sellers with Pre-Probate Leads (Creative Finance Secrets 2025)

Creative Finance Playbook

Play Episode Listen Later Oct 17, 2025 28:55


Join The Creative Finance Playbook Coaching Program & Learn Directly from Jenn & Joe:https://creativefinanceplaybook.com/How to Find Motivated Sellers with Pre-Probate & Inheritance Leads | Creative Finance Playbook

PROBATE MASTERMIND Real Estate Podcast
Pairing Refresh + Automation to Boost Lead Follow-Up & Spark Seller Action! | ATL Mastermind 550

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Oct 16, 2025 54:05


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's episode dives into reviving aging leads using the Refresh program, with a focus on probate, divorce, and mortgage-related scenarios. Tim, Matt, Jody, and the team share practical steps to update old contacts, re-engage hesitant sellers, and convert long-dormant opportunities into appointments and closings. They break down how the data refresh works, how we can leverage signboards, mail, and targeted outreach to re-activate leads, and how a disciplined cadence can improve conversion rates even when market conditions tighten. The discussion covers pricing, including a substantial discount on the Refresh service, and how this makes high‑value follow‑up accessible to more practitioners. Throughout the dialogue, participants reveal real-world results: average conversations per month, appointment rates, and the speed at which new and seasoned clients respond to refreshed data. The crew also addresses compliance, do-not-call considerations, and the balance between aggressive outreach and respectful, value-first communication. The conversation wraps with tactical tips on prioritizing the most promising older leads, offering services that add tangible value (like cleanouts, probate administration support, and rate buy-downs), and how to structure offers to stimulate action. If you're serious about reviving stalled pipelines, this episode provides a practical blueprint for turning dormant assets into active deals and for building predictable, scalable success in probate, divorce, late mortgage/pre-foreclosure, and aged-expired niches.  Key Takeaways Aged Leads Are Gold: Around 30% of older probate records still have unsold real estate making Refresh a powerful way to uncover missed deals. Leverage Automation: Smart automation and ISA support help you follow up efficiently and scale your outreach. Old Leads, New Appointments: Agents using Refresh are booking up to one appointment a day by revisiting leads up to two years old. Know Why Properties Linger: Surviving spouses, family delays, or financing issues often slow probate sales reinforcing that timing is everything. Stay Compliant and Consistent: Follow DNC rules, pace your calls, and keep messaging steady for better results. Get Creative With Marketing: Use assumable loans, rate buy-downs, and Every Door Direct Mail to attract buyers and sellers. Systems Create Longevity: Consistency, structure, and relationship-building keep you top of mind when families are ready to sell.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProbateRealEstate #RealEstateLeads #LeadFollowUp #AutomationForAgents 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

Dollars & Sense with Joel Garris, CFP
Estate Planning Essentials & Navigating Property Transfers: Key Insights for Securing Your Financial Legacy

Dollars & Sense with Joel Garris, CFP

Play Episode Listen Later Oct 13, 2025 38:19


In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen Dollars and Sense book, Joel shares practical advice to help listeners avoid common estate planning pitfalls and protect their loved ones. The episode highlights the different ways property transfers after death, including operation of law, operation of contract, and wills, explaining how each impacts your financial legacy. Listeners will discover tips on titling property, the importance of beneficiary designations, and strategies for making the process smoother, such as using Transfer on Death (TOD) or Payable on Death (POD) addenda and understanding the use of ladybird deeds. With real-life scenarios and actionable guidance, this episode is a must-listen for anyone who wants to take control of their financial future and ensure their wishes are honored. Tune in to learn how proactive estate planning can ease the burden for your family and spark meaningful conversations around the holidays! 

The NewRetirement Podcast
Caring for Parents, Planning for the Future with Beth Pinsker

The NewRetirement Podcast

Play Episode Listen Later Oct 9, 2025 51:39


Beth Pinsker CFP®, MarketWatch columnist, and author of My Mother's Money explains how caring for her mom exposed the gap between “knowing” and “doing” estate/care plans. Only ~30% have wills; even fewer have POAs/health proxies, creating real cash-flow and authorization crises when care starts. She describes the emotional and ethical knots (siblings, guilt) and how illiquid assets/annuity rules and bank hurdles complicate paying caregivers. Takeaways: set POAs/health proxies, add phone legacy contacts, name beneficiaries on all accounts/titles to avoid probate, and use fee-only help when needed. Beth frames inheritances as “Bubby money” spending aligned with a loved one's values and urges investing in health and lifestyle now.

PROBATE MASTERMIND Real Estate Podcast
Holiday Marketing Mastery: Build Community, Earn Referrals, & Start Q1 Strong! | ATL Mastermind 549

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Oct 9, 2025 57:09


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's episode of the All The Leads Mastermind Podcast unwraps how to use the holiday season as a springboard for your 2026 success. Tim and the team introduce the new Holiday Marketing Guide, designed to help agents plan multi-touch campaigns that are thoughtful, timely, and community-driven. Alyssa walks through creative ideas for every niche (probate, divorce, late mortgage, etc.) emphasizing compassionate, professional messaging that shows care without pushing for sales. From co-branded community events and personalized cards to simple, heartfelt gestures like pumpkin bread deliveries, the team highlights how authenticity builds lasting goodwill. Listeners learn how to combine direct mail, digital touches, and personal outreach for maximum impact, plus how early planning keeps you ahead of the competition when others go quiet. The coaches share proven tips, from seasonal recipe cards to co-sponsoring local events, reminding agents that showing up during the holidays isn't just festive, it's foundational. Tune in to discover how consistent, thoughtful touches now can set up a strong first quarter and keep your name top of mind well into the new year. Key Takeaways Plan early: Start holiday marketing before the rush to stay ahead and avoid last-minute stress. Be thoughtful, not salesy: Focus on care, empathy, and value—especially with sensitive audiences like probate or divorce leads. Use a multi-channel approach: Combine mail, email, social, and personal touches for maximum visibility and connection. Co-brand locally: Partner with attorneys, service providers, or community businesses to share costs and expand reach. Personalize your touches: Handwritten notes, small gifts, or even a simple recipe can leave a lasting impression. Show up in your community: Sponsor events, deliver treats, or host small gatherings to build genuine relationships. Think long game: Consistent, compassionate holiday marketing sets the stage for strong Q1 momentum and future referrals.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #HolidayMarketing #RealEstateMarketing #LeadGeneration #CommunityOutreachPrevious 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

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Probate Real Estate Marketing That Keeps You Everywhere (Without Spending More)

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Oct 8, 2025 68:32


In this coaching call, Bruce Hill and the Estate Professionals Mastermind community break down exactly how to use omni channel probate real estate marketing to stay everywhere  from mailers to short-form videos to attorney interviews without burning through your budget or sounding pushy.You'll learn how to:-Build trust with families, attorneys, and local partners through consistent visibility-Combine direct mail, video marketing, and outreach into one unified system-Leverage omnichannel probate real estate marketing to position yourself as the go-to expert in your market-Create inbound opportunities that make sellers and attorneys come to youWhether you're a new realtor or an experienced investor, this approach will help you attract more listings, referrals, and closings  all through a smarter, more human marketing strategy.Highlights and Resources: 1:26 How to spot the 70 % of leads that hold real-estate and how to know which half are ready to sell.4:04 How to stay top-of-mind with families, attorneys, and your market using omni-channel marketing that keeps you everywhere ... from letters to video to attorney interviews.47:41 How to Interview a Probate Attorney(Here's how to lead the conversation with the right questions so it stays valuable for your audience and market.)53:32 How to craft your USP and use real-time comparables + absorption-rate data building a listing presentation backed by absorption rates, comparable sales, and local market context ➡️ Resources mentioned: Market Absorption Rate AnalysisComprehensive Market Analysis & Competitive Positioning Tool :  https://claude.ai/public/artifacts/21...Close Every Listing Appointment With This Real Estate USP :  https://probatemastery.com/is-your-re...Learn more at www.probatemastery.com

Talk Law Radio Podcast
BONUS: Problems with Probate

Talk Law Radio Podcast

Play Episode Listen Later Oct 5, 2025 25:10


Host Todd Marquardt talks about probate on this bonus edition of Talk Law Radio. Marquardt Law Firm sponsors the show and is offering a business deficiencies checklist by emailing welcome@marquardtlawfirm.com include business checklist in the subject line. 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.

Money Rehab with Nicole Lapin
A Will Isn't Enough to Skip a Probate Nightmare— You Need This

Money Rehab with Nicole Lapin

Play Episode Listen Later Aug 26, 2025 10:09


When someone passes away, their assets can get locked up in probate court—leaving loved ones stuck in a legal and financial mess. Today, Nicole breaks down what probate really means, why a will alone won't keep your family out of it, and the smart moves you can make right now to protect what you've built. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.