Podcasts about Probate

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/

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

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.

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

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

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

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 —--------------------

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.

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 

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 

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

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

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.

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.

Two Ways to Avoid Probate when Own Real Estate

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.

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

Save Money in Probate with the Bill Strategy

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.

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

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

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! 

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.

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

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

Angela discusses the importance of estate planning, particularly focusing on the differences between will-based and trust-based plans. She emphasizes the significance of having a well-organized estate plan to ensure that your assets are distributed according to your wishes and to avoid complications for your family after you're gone. The episode aims to demystify the concept of trusts and help listeners understand whether a trust-based plan is necessary for their specific situation. Key Takeaways

In this episode of Future Focused: Sophisticated Estate Planning, Host Michael Clear is joined by Litigation Partner Michael Kenny, where they discuss the complexities of probate disputes, focusing on will contests particularly related to undue influence and testamentary capacity. As people live longer and healthier lives, Michael Kenny notes that there is growing awareness of complex personal relationships that extend beyond traditional family heirs. They review legal standards, evidentiary challenges, emerging trends, and methods for reducing disputes during estate planning, such as including no-contest clauses and ensuring the decedent's intentions are conveyed directly to the draftsperson rather than through an intermediary who could exert influence.

Let us know what you think!We unpack how end of life records like probate, wills and testaments can be the undoing of even the most stubborn brickwall.Stacey Janssen and Jeremy Keel of Janssen Estate Probate & Elder Law demystify the legal jargon of wills, probate and guardian records.Do you have a genealogical question for Kathleen? Drop us a line at hitting the bricks at gmail.com and let us know.Be sure to bookmark linktr.ee/hittinthebricks for your one stop access to Kathleen Brandt, the host of Hittin' the Bricks with Kathleen. And, visit us on YouTube: Off the Wall with Kathleen John and Chewey video recorded specials. Hittin' the Bricks is produced through the not-for-profit, 501c3 TracingAncestors.org.

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.

Probate Process  confusion doesn't just slow you down...it stops client relationships before they even start.

Here are the top 5 takeaways from this episode with Nicole Loughlin of Loughlin Law P.A.:* Ditching the Billable Hour for Predictable Fees: Nicole transitioned her estate planning and probate practice away from hourly billing to a hybrid model with flat fees and a sliding scale based on statutory guidelines. This approach provides clients with predictability, reduces billing disputes, and aligns incentives for efficiency.* Automation and Efficient Client Management: Nicole has heavily automated her law firm's intake, lead management, and client follow-up processes using tools like Kanban boards and practice management software (Lawcus). This ensures a consistent client experience, improves conversion rates, and keeps cases moving efficiently.* Customer Service as a Differentiator: Exceptional customer service is central to Nicole's practice. She offers proactive check-ins, regular follow-ups, and responsive communication, often surprising clients with the level of attention and support—much of which could be packaged as a subscription offering in the future.* Work-Life Integration and Flexibility: Nicole built her practice to accommodate her role as a mother, prioritizing flexibility and work-life integration. She challenges the traditional law firm model, demonstrating that it's possible to have a successful legal career while being present for family, and encourages others—especially women—to do the same.* Openness to Technology and Continuous Improvement: While Nicole has automated many aspects of her practice, she remains open to further streamlining, especially as new tools become available. She balances automation with personalized service, ensuring high-quality work product and client satisfaction, and sees room for future enhancements as her practice evolves.__________________________Learn more about Nicole Loughlin.Want to maximize your law firm? Get your ticket to MaxLawCon!Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In if you couldn't make it live.I've partnered with Pii to make it easy for you to purchase the hardware I use in my law firm: (1) Studio Setup; (2) Midrange Setup; (3) Highrange Setup.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

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 dives into how consistent follow-up and automation can turn old prospects into profitable deals. The team revisits the classic 33 Touch model and unveils the new “Refresh” program, which identifies probate leads still tied to the decedent's name and reopens opportunities most competitors have forgotten. Matt shares early success with his dialing service re-engaging aged leads, while Sheila proves the power of persistence with a 2022 win after 70 calls. Kelly introduces a community probate seminar model that brings together attorneys, bankers, and service providers to build trust and future referrals. The group unpacks why older leads often convert best, from emotional timelines and family decision-making to carrying costs and seasonal pressure, and shows how automation, seminars, and strategic touches keep agents top of mind. Tune in for proven tactics to re-engage past leads, maximize ROI, and stay the trusted resource when families are finally ready to act.Key Takeaways:  - Build a long-term nurture system for probate and aged leads.  - Embrace the 33-touch framework to stay top of mind with prospects.  - Use the Refresh program to resurrect older leads and move them forward.  - Leverage a cross-functional partner panel to support clients quickly.  - Focus on asking questions to reveal real pain points and motivate action.  - Time outreach around holidays to capture decision making when families gather. - Measure response and adjust, ensuring you add value rather than pushy selling.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateProspecting #RealEstateMarketing #LeadGeneration #FollowUpStrategyPrevious 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 PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For InterviewsSupport the show

Casey teaches how to build breadth and depth with our connections, and how to best turn connections into connectivity.Visit his website here: https://caseyeberhart.com/

I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate

Probate is one of the least understood niches in real estate. In this episode of The Wolfpack Way, I sit down with Carolyn Castillo from Jacksonville, Florida, who went from traditional real estate success to finding deeper purpose and profitability in probate — closing 100+ deals with her proven systems.What you'll learn:⏩ How Carolyn discovered probate and turned it into her specialty⏩ Why probate is a recession-proof niche⏩ The systems & partners every probate Realtor needs⏩ How finding purpose transformed her business⏩ Why probate can be both profitable and meaningfulConnect with Carolyn Castillo

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 begins with unpacking how brokerages navigate consolidation, how major brands like Compass and Berkshire Hathaway influence scale, and what that means for individual agents. The discussion covers training support, IT and AI capabilities, and the value of national brands in marketing and lead delivery. Attendees share experiences with probate, pre-probate, divorce, and late mortgage leads, and debate the trade-offs of acquisitions, retention, and the importance of tools that promote speed, accuracy, and accountability. The team introduces a new delivery framework that blends scripted training with AI monitoring to help agents convert more leads, while a refreshed approach to aging leads (“Old to Gold”) offers up to 60% discounts and a structured process to re-engage past prospects. The group also covers practical lender partnerships, rehab of marketing and CRM, retargeting, appointment-setting, and the role of mortgage specialists in closing more deals. The conversation emphasizes consistency across mailing, calling, following up, and shows how to map probate and pre-probate timelines to what buyers and sellers actually need. It's a candid look at how large teams maintain a personal touch while leveraging data science, how different lead sources (probate, pre-probate, divorce, and late mortgage) can become pillars of your business, and how the crew tests new tech and coaching to stay ahead. Tune in for actionable strategies you can apply immediately to your pipeline and learn how to coordinate training, data, and relationships for sustainable growth in real estate investing and probate-related transactions.  Key Takeaways:  - Industry consolidation is a major theme shaping brokerages and M&A activity.  - AI and data analytics are being integrated to train agents and improve lead quality.  - Leveraging probate, pre-probate, divorce, and late mortgage leads as pillars of your business. - The refresh program Old to Gold offers a cost-effective way to revive aged leads. - Consistency in outreach across mail, calls, and follow-up drives results.  - Partnerships with lenders and service providers can accelerate closings.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 #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 PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For InterviewsSupport the show

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

Why do probates take SOOO long

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most. See omnystudio.com/listener for privacy information.

If you're a business owner in Ontario, your financial plan could be overlooking a costly problem: probate fees. In this episode, we explore a strategy that can save your family tens of thousands of dollars and keep your business running smoothly.

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 of the All The Leads Mastermind podcast the team dives into practical strategies for turning probate leads into lasting client relationships. The panel emphasizes listening over selling, using questions to uncover real buyer and seller needs, and building trust through authentic, service-first conversations. You'll hear coaches discuss the pillars of a sustainable real estate business, the difference between transactional sales and transformational guidance, and how data, CMA, and clear cost estimates can make offers more compelling without pressuring clients. Real-world stories highlight the value of empathy, rapport, and consistent follow-up, from handling probate estates to navigating short sales and distressed properties. The discussion also covers timing, market dynamics, and how rising or falling mortgage rates influence buyer psychology, while stressing that people move where they live and that adapting to local conditions is crucial. Throughout the call, participants share templates, checklists, and example dialogues that help agents present choices, explain processes, and empower clients to make informed decisions. By the end, the group underscores that success comes from serving families, maintaining a strong foundation, and turning relationships into repeat business and referrals rather than chasing quick wins. Tune in for practical tips you can apply this week to improve lead conversion, nurture long-term relationships, and position yourself as a trusted advisor in probate, divorce, and mortgage-related scenarios.  Key Takeaways:  - Build relationships over time rather than chasing transactions.  - Lead with service and empathy to win referrals.  - Use data and CMA to anchor pricing and negotiations.  - Qualify buyers and sellers before listing to avoid wasted time.  - Provide value through resources and probate guides.  - Maintain consistent follow-up with a documented process.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProbateRealEstate #ClientRelationships #LeadConversion #ServeDontSell 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

In our most recent probate coaching call, we focused on cold calling and broke down how to handle the most common roadblocks like “We're already done with probate” or “Just give me an offer.”You'll learn how to:00:51 – Objection: “We're almost done with probate, I don't need anything.”

Send us a textJoin us as we sit down with CLPF, Sara Ecklein, to discuss why the traditional idea of a "reading of the will" is misleading, and how thoughtful conversations and proper planning can help prevent misunderstandings and surprises after death.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Sara and how she can help you, you can visit her website at: https://www.trustandhonor.coDisclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

In today's digital world, security is more complex than ever. Whether it's financial information or personal identification, cyber threats are among the fastest-growing crimes in the country, according to FBI statistics. Join us in this episode as we explore these modern challenges with Thomas B. Christiano, an attorney at Blankingship & Christiano P.C.. Identity thieves can use stolen information to apply for credit, file taxes, receive medical services, or make frivolous purchases in someone else's name. This can devastate the victim's credit and finances — leaving crippling debt and lasting uncertainty in its wake.  Whether you've recently experienced identity theft or simply want to safeguard yourself against it, this episode will provide essential insights and practical steps to help you stay protected. This conversation explores: The different types of identity theft. Methods of defending and deferring attempts at identity theft.  How legal professionals help victims of identity theft. The benefits of checking your credit report regularly to detect potential incidents. Thomas is a consumer protection attorney with extensive experience in credit reporting cases under the Fair Credit Reporting Act. A graduate of the University of Virginia and William & Mary Law School, he has successfully represented clients against inaccurate credit reporting by major agencies and banks. His work helps victims recover damages for lost opportunities, financial harm, and emotional distress. He also shares insights on his blog at Yourfaircreditreportlawyernow.com.

Probate can be complex, but understanding each stage of the legal process is essential. This guide provides a clear, structured overview to help you approach probate with clarity and confidence.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

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.