Podcasts about Probate

Mildred V. Palmer, Founding Partner at Navigant Law Group, joins Jon Hansen on Your Money Matters to discuss the latest trending estate planning news. Millie breaks down how probate works, what a trust does, and more! For more information, call (847) 253-8800 for a free consultation.

Probate real estate investing often involves properties with deferred maintenance, clutter, and unclear repair scope.Without structure, hesitation creeps in.The advantage appears when you start deliberately calculating.This session breaks down how to evaluate probate real estate investing opportunities using simple, repeatable numbers that protect your margin before you make a cash offer.⏱ Timestamps➡️ 0:02:20 : Using a Remodel Sheet to Reach a Cash OfferHow to structure a probate real estate investing deal from numbers.➡️  0:07:50 : Arlington Condo Case StudyPurchased around $63,900Repairs ≈ $15KListed near $109KA real probate real estate investing example from referral to resale.➡️ 0:14:00 : Fast Repair Estimation RulesInterior paint ≈ $4 per sq ftFlooring ≈ $5 per sq ftQuick math you can use while walking a property.➡️ 0:15:25 : System Costs & Cosmetic BenchmarksMajor systems ≈ $7K eachCosmetics ≈ $20 per sq ftHow to estimate without overcomplicating the numbers.➡️ 0:24:20 : When to Assign, Wholetail, or FlipCompare $15K now vs $30K+ with time, capital, and risk tolerance.➡️ 0:36:00 : Turning Sellers into Lending PartnersHow 2 points + 9% private money was structured inside a probate real estate investing model.➡️ 0:58:35 : Avoiding Spam Flags on Probate CallsProtect your outbound strategy so your probate leads convert.

#howtobecomeaprobaterealestatespecialist #probaterealestate  #estatesales What if you could handle probate leads like a probate real estate specialist, instead of freezing when they say“We have it handled”“We are not in probate”“I already have an agent”This coaching call replay walks through how to handle those answers without sounding pushy or desperate.Inside this session you will learn how toreset your own thinking before you make an offerbuy yourself time when someone gives an odd objectionturn “I am fine” into a clear next step⏱ Timestamps0:58 The hidden phrases we tell ourselves before we offer helpHow that internal script changes the way probate leads respond7:26 Buying time when someone throws a strange objectionWhat to say while you figure out what they really mean11:40 Using validation and labeling with “small estate” or “not in probate” answersHow to pull on loose threads without creating friction20:27 When a small estate exemption shows up in the probate processWhat that means for your follow up as a probate real estate specialist24:17 Small estate limits in different statesWhy “small estate” still comes with probate style problems you can help solve32:32 How to answer “Why do I need a probate certified realtor”A simple way to disarm the question and move to the appointment46:30 Question led selling for probate leadsHow to ask about their probate situation so they describe the pressure they are under instead of you selling yourselfIf you are working probate leads and you want better responses on the phone, this replay gives you language and structure you can plug into your next call.Use it tosound calmer,ask better questions,and position yourself as the probate real estate specialist in your market.

Build a referral-based, content-driven probate real estate business that grows beyond constant cold calling and direct mail.This session focuses on structure.Inside, you'll learn how to:• Turn your probate knowledge into a long-term digital asset• Build authority that attracts attorney and agent referrals• Handle heavy-rehab probate properties with clarity• Create investor leverage instead of relying on one strategy• Scale using systems, VAs, and measured call strategy⏱ Timestamps1:00 Showing up daily without constantly recordingUsing AI tools and structured scripting to multiply your presence.13:19 Building a sustainable probate business beyond cold callingWhy long-term assets outperform short-term activity.15:38 Creating a Permanent Digital Footprint That Brings Probate LeadsHow YouTube builds trust and visibility 24/7.24:00 Handling Probate Homes That Need Major RehabMLS vs investor strategy and pricing for condition.30:22 Live Demo: Generating Multiple Cash Offers in MinutesHow Estate Cash Offers creates options that lead to listings.35:15 Getting Probate Listing Referrals From Other AgentsWhy positioning yourself as the probate expert attracts referrals.42:58 Should You Put Your Commission in a Probate Resource Packet?Why focusing on outcomes increases response.49:59 Hiring a Calling Assistant vs Admin When ScalingHow to offload strategically using performance metrics.57:50 How Many Times Should You Call Probate Leads in a Day?Call frequency, voicemail strategy, and protecting number reputation.Many agents think scaling probate means:More activity.More outreach.More effort.This session presents a different model:Build authority.Build assets.Build systems.When someone searches for probate help in your market, the goal is simple:They already see you as the clear expert.Not because you pressured them.Because your positioning makes the decision feel natural.If you're serious about becoming the go-to Probate Real Estate Specialist in your market, this call breaks down the structure behind it.Subscribe to stay updated.

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 Mastermind podcast, the discussion focused on helping agents uncover additional opportunities from leads they already have by introducing the Property Plus Refresh program and highlighting the value of revisiting older data. The panel explained that many agents stop actively working leads after several months, even though circumstances often change over time. By refreshing existing records to identify property ownership, equity, and multi-property holdings, agents can uncover opportunities that may not have been visible when the leads were first received. A major portion of the conversation centered on how better data allows agents to narrow their outreach toward higher-probability prospects instead of marketing broadly to every contact in their database. By identifying which leads currently hold real estate or have significant equity, agents can prioritize their most valuable marketing efforts while maintaining lower-cost follow-up with others. This targeted approach helps conserve both time and marketing budgets while improving the likelihood of meaningful conversations. The panel also emphasized the importance of consistent long-term follow-up, noting that many homeowners require multiple touch points before making a decision. In some cases, opportunities arise months after the initial event as personal circumstances evolve. The episode concluded with a reminder that many of the most valuable deals are already sitting inside an agent's database, and refreshing older leads can reveal opportunities that might otherwise go unnoticed. Key Takeaways - The Property Plus Refresh program helps uncover property ownership tied to older leads already sitting in your CRM. - Refreshing older lead lists can reveal high-equity or multi-property opportunities that were previously unknown or overlooked. - Segmenting leads by property ownership allows agents to prioritize outreach toward the prospects most likely to sell. - Targeting only the strongest opportunities can reduce wasted marketing spend and improve overall return on investment. - Many successful deals come from older leads agents stopped contacting months after the initial outreach. - Consistent follow-up matters because most homeowners require multiple meaningful touch points before choosing an agent. - In many cases, your next listing opportunity may already exist within your current database. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #LeadGeneration #CRMStrategy #RealEstateTips #HighValueLeadsPrevious 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 PlaylistSupport the show

Brandon sits down with Brittany Cohen, Esq., Attorney at Law at Peaceful Warrior Law, APC in San Diego, California, for an important conversation about estate planning, trusts, probate, and protecting your family.Brittany's boutique law practice focuses on estate planning, trust creation, elder law, Medi-Cal planning, asset protection, tax reduction planning, personal injury, and more. In this interview, Brandon and Brittany break down what a trust is, why it matters, and why it is not just for high net worth families.They discuss how having a trust can potentially save your family hundreds of thousands of dollars, help avoid probate, and reduce the risk of future family conflict and lawsuits. They also explain what assets typically go through probate, what assets may avoid probate, and why understanding the difference matters.This conversation also covers:- Why putting property into a trust is often better than gifting it- How inherited property should be handled- The role of beneficiaries in your estate plan- When the right time is to create a trust- How children factor into estate planning decisions- Why business owners need a contingency plan- Why so many families still do not have an estate plan in place- If you want to better understand what can happen when someone dies without a trust, and how to - -- protect your assets, your loved ones, and your legacy, this interview is a must-watch.All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Married in WA State? Your House Might Still Go to Probate

March 1st, 2026. 

Stop cringing every time you pick up the phone to talk to a probate lead! Mastering Cold Calling is the ultimate key to winning in Real Estate Investing and Real Estate today, especially when you are Selling Inherited Property in a sensitive market.In this exclusive roleplay session with Aaron Novello, we address the "bad smell in the room" that kills your conversion rate during Probate Cold Calls. If you've ever felt stuck when a seller asks how you got their information, you are likely missing the Emotional Intelligence required to bridge that gap. We break down exactly how to use "Tactical Empathy" to lower a seller's defenses and turn a high-stress objection into a listing opportunity.Most agents fail because they rely on an "elementary" intro that sounds like a typical salesperson. By implementing the Best Cold Calling Scripts Real Estate professionals use, you can stop the cycle of rejection and start building genuine trust with grieving families. We dive deep into Probate Real Estate strategies, showing you how to "dig deeper" into the family dynamic to uncover the real reason they are hesitant to sell.Whether you are a seasoned pro or just starting Probate prospecting, learning How to Handle Objections with empathy will set you apart from every other agent in your market. Don't let another lead go cold because you didn't know how to navigate the emotional component of the deal.What You Will Learn✅ How to address the "elephant in the room" on a Probate call✅ The secret to using Emotional Intelligence for higher conversion✅ Why your current Cold Calling intro might be hurting your brand✅ Expert techniques for Objection Handling with sensitive sellers✅ The exact bridge to use when asked "How did you get my info?"

In this episode of the San Luis Obispo Real Estate Podcast, Hal Sweasey sits down with local estate planning attorney Ed Attala of Attala Law to break down what really happens when someone passes away without a trust. Many homeowners believe having a will is enough. It's not. Ed explains why assets over $208,850 — and most Central Coast homes — can trigger probate in California, why the process can take up to two years, and how a properly structured trust can help families avoid court, delays, and significant fees. If you own property in San Luis Obispo County, this is a conversation you should hear. ⏱ Chapter 0:00 Introduction & Guest Background 2:18 What Happens If Someone Dies Without a Trust? 5:12 When Probate Is Required in California 8:40 How Long Probate Really Takes (12–24 Months) 11:05 The $46,000 Probate Fee Breakdown 14:10 Why a Will Is Not Enough 17:05 How a Trust Avoids Probate 20:30 Other Benefits of a Trust (Incapacity Planning) 23:10 Cost of a Trust vs Cost of Probate 25:10 Final Advice for Families

Let me tell you how it will beThere's one for you, nineteen for me'Cause I'm the taxmanYeah, I'm the taxmanAnd you're working for no one but me.-- Taxman, The BeatlesIn this second episode in our Wealthhard series, Brian speaks with Matthew Getzler, Partner and Co-Chair of the Private Client Services & Tax groups at Torkin Manes, about the practical tax opportunities still available to high-net-worth families and private business owners. Matt picks up where Jessica Feldman Chittley left off in You Need a Will (our last podcast episode), and walks through will-related tax tools: avoiding loss of the spousal rollover, probate planning and using wills as succession vehicles, plus U.S. estate-tax traps. He then moves to active tax planning: estate freezes and refreezes, prescribed-rate loan strategies, and the pragmatic use of Canadian corporations to manage U.S.-situs exposure and defer tax. Along the way he explains the mechanics, the admin rules that can kill a plan, cross-border pitfalls, and real client examples so listeners understand when a strategy makes sense, and when it doesn't. Practical, technical and actionable, this episode is for families and advisers who want to keep more of what they build while avoiding common implementation mistakes.Timestamps:00:00:00 — Intro & Legal Disclaimer00:03:54 — Guest Intro / Matthew Getzler00:07:45 — Dying Intestate & Spousal Rollover00:11:41 — Spousal Trusts & Control00:14:01 — Probate & Probate-Planning00:18:56 — Joint Ownership & Adding Children00:21:41 — Succession for Business Owners00:27:13 — Estate Freeze: The Basics00:32:03 — When an Estate Freeze Makes Sense00:35:15 — Control, Voting Shares & Practical Mechanics00:38:32 — Wills & U.S. Estate-Tax Issues00:41:34 — U.S. Estate Tax Overview & Stakes00:44:16 — Trust-Based Solutions & Cross-Border Structuring00:49:56 — Using Canadian Corporations to Protect US-Situs Investments00:51:16 — Prescribed-Rate Loan Planning01:00:01 — Investment Limits & “Kiddie Tax” / TOSI Risks01:01:59 — Common Pitfalls & Implementation Risks01:06:17 — Closing / The “Unlimited” Question01:08:21 — Outro

Most people spend significant time planning how to build wealth, but far fewer consider how their family would access that wealth if something unexpected happened. For Americans living in Israel who maintain U.S. brokerage or retirement accounts, that question can be more complex than it appears. The challenge usually involves authority, documentation, and cross-border procedures. From the outside, U.S. accounts often appear unchanged after someone relocates to Israel. Statements arrive, online access continues, and the accounts seem stable. That familiarity can create comfort, but it can also hide administrative challenges that surface during estate transitions. When inheritance meets two legal systems Inheritance is often assumed to be simple. A relative passes away, assets transfer to heirs, and accounts continue under new ownership. Cross-border estates rarely follow that pattern. Consider a common situation. A son lives in Israel while his parent maintains brokerage accounts in the United States. The parent passes away and the will names the son as the heir.  From the son's perspective, the next step seems straightforward. Notify the financial institution, submit documentation, and transfer the accounts. Instead, access to the accounts often stops immediately after the parent's death. Financial institutions typically freeze accounts once they receive notification. This step protects assets and ensures that only properly authorized individuals can act. At that point, the focus shifts from who should inherit the assets to who has legal authority to act on behalf of the estate. That distinction frequently creates confusion. Family expectations often rely on intent. Legal systems rely on documentation and verification. When required paperwork is incomplete or delayed, inheritance can slow significantly. Beneficiary designations and wills Many retirement and brokerage accounts use beneficiary designations on their retirement accounts. When completed correctly and kept current, they normally allow assets to transfer directly to heirs without probate. Financial institutions still require verification before releasing assets. But regular brokerage accounts don't usually have the possibility of a beneficiary designation. "What about transfer-on-death accounts (TOD)?" you might ask. If the account owner and heirs all live in the United States, that might work, but for people who live overseas, the TOD may not work and the brokerage firms may require a probated will. Probate is the court-supervised process that confirms who has legal authority to inherit assets. Depending on jurisdiction and estate complexity, it can take considerable time and delay account access. Power of attorney can create misunderstandings. While it may allow someone to manage accounts during a person's lifetime, that authority generally ends at death. Even if a family member previously helped manage accounts, that control disappears once the account holder passes away. Online account logins do not replace legal authority and continued use after death can create additional complications. Additional documentation cross-border families often face Cross-border inheritance frequently introduces procedural steps that families do not anticipate. Documents may require notarization, apostilles, or translation. Financial institutions may request tax clearance before releasing assets. Communication often involves multiple time zones and unfamiliar regulatory processes. Each requirement exists for protective and regulatory reasons. Financial institutions must verify identity, confirm authority, and comply with legal obligations. For families managing responsibilities from another country, the administrative process can still feel overwhelming. Many individuals assume that having a will resolves these challenges. A will remains an important estate planning document, but it functions within the legal system where it was created. When heirs live abroad, additional validation steps may still be required. Why inheritance paperwork often continues after assets transfer Inheritance rarely ends when accounts transfer. It often unfolds in stages that may include estate administration, account restructuring, and tax considerations across multiple countries. In the United States, estate taxes may apply depending on estate size and applicable thresholds. In Israel, receiving inherited assets may create reporting obligations depending on the circumstances. If inherited investments are later sold, capital gains rules in one or both countries may apply. Retirement accounts such as IRAs can introduce further complexity. Required minimum distributions may create ongoing reporting responsibilities and potential taxable events based on the heir's individual situation. This article is intended for educational purposes only and should not be considered financial, legal, or tax advice. Each situation involves unique factors and should be reviewed with qualified professionals. Planning that may help reduce future delays Cross-border estate planning does not eliminate complexity, but it can reduce uncertainty and help coordinate financial, legal, and administrative processes. Families who experience smoother inheritance transitions often share several habits. They periodically review beneficiary designations to confirm they reflect current intentions. They maintain organized records of accounts, financial institutions, and contact details. They revisit estate planning documents after relocating to Israel to confirm the structure remains effective. When planning evolves alongside life changes, families often encounter fewer unexpected administrative obstacles. Practical steps that may improve preparedness Americans living in Israel who maintain U.S. investment accounts may benefit from several foundational steps. Maintaining a consolidated list of accounts can help family members identify financial institutions and contact details if needed. Reviewing beneficiary designations can help confirm retirement accounts align with estate planning goals. Discussing financial account access with family members may help clarify who should contact financial institutions and which documentation may be required. These steps do not eliminate every challenge, but they may reduce uncertainty and help families navigate complex situations more effectively. Schedule a Conversation If you are living in Israel and managing U.S. brokerage or I.R.A. accounts, and you are unsure whether your investments still make sense for your situation, it may be worth taking a fresh look. You can book a free cross-border evaluation call here: https://profile-financial.com/call. It is a no pressure conversation and a chance to see whether your current setup aligns with how you live today.

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 Mastermind podcast, the conversation focused on protecting and strengthening your probate business by staying proactive with follow-up, education, and long-term relationship building. The panel emphasized the importance of consistent communication and positioning yourself as a trusted advisor, noting that many probate opportunities develop only after months of continued engagement rather than immediate results. A major portion of the discussion focused on the growing impact of reverse mortgages within probate cases. Bruce and the group explored how misinformation from loan servicers and tight foreclosure timelines often create unnecessary stress for heirs, emphasizing the agent's role in educating families and helping them navigate deadlines before properties move toward foreclosure. The panel highlighted how understanding financing nuances allows agents to provide clarity, create solutions, and uncover opportunities others may overlook. Participating members reinforced the value of anticipating challenges before they arise—staying organized, managing timelines, and maintaining ongoing outreach to protect both current deals and future pipeline opportunities. The episode wrapped with practical reminders that consistent service, education, and vigilance are essential to ensuring no probate opportunity slips through the cracks.  Key Takeaways: - Consistent follow-up protects your pipeline: Many probate deals convert months later, making ongoing communication essential to staying top-of-mind when families are ready to act. - Reverse mortgages present hidden opportunities: Heirs often misunderstand lender requirements, allowing knowledgeable agents to step in with guidance and solutions. - Education builds trust and credibility: Explaining probate timelines and processes positions you as an advisor rather than a salesperson. - Understand foreclosure timelines: Knowing lender deadlines helps families act in time and avoid unnecessary loss of equity. - Anticipate challenges before they arise: Proactively managing issues like title delays or lender demands creates smoother transactions. - A service-first approach wins long term: Helping families navigate difficult situations leads to stronger relationships and future referrals.  #RealEstateMarketing #ProbateRealEstate #RealEstateLeads #RealEstateSuccess 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 PlaylistPodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For InterviewsSupport the show

Selling a Home in a Bad Location: Pricing, Strategy, and a 15-Day Sale GuaranteeThe episode explains what makes a “bad location” for a home—such as being near a busy road, freeway, flight path, train tracks, industrial sites, high-noise areas, or other undesirable surroundings—and emphasizes that sellers can't change location, so they must acknowledge it and price accordingly. Vito advises against trying to be a “market maker” by pricing at the top of comps, and instead recommends improving curb appeal and interior presentation, completing necessary repairs and inspections, staging, listing low to attract more buyers, and letting the market determine value, aiming to sell within 7–15 days. Tips to Sell a House in a Bad LocationPROBATE AND ESTATE SALES REO of the Week Apple Home of the Week Mountain View Home of the Week FREE HOME BUYER CHECKLIST HERE https://abitanogroup.com/HomebuyerchecklistHome Inspection CHECKLIST HERE https://abitanogroup.com/homeinspectionchecklist 00:00 What Makes a Bad Location00:15 Noise and Neighborhood Examples01:27 Hidden Environmental Dealbreakers01:52 Bought It Anyway Now What02:31 Pricing to Attract Buyers03:45 Prep and Sell Fast Strategy04:07 15 by 15 Guaranteed Program05:44 Probate and 360 Marketing06:14 Overpriced Listing Case Study07:00 Distressed Home of the Week07:48 Market Trends and Rate Update08:43 Why Now Is the Time to Sell08:47 Wrap Up and Sign Off

Mortgage Demand Jumps as Rates Ease: Spring Market Outlook + House of the Week (Cupertino, Willow Glen, Hillsborough)The episode covers a new uptick in mortgage activity as rates ease, citing MBA data showing mortgage demand up 2.8% and refinance applications up 7% week-over-week and 132% year-over-year. The host predicts a busy spring selling season (March–May), suggests both buyers and sellers are done waiting, and says the market may return to a more normal pace, with buyers targeting around 5.5% rates after buying down points from roughly 6.25%–6.3%. It also highlights help with probate and estate sales, outlining a process for clearing and preparing homes depending on circumstances.Lower mortgage rates draw borrowers back to the marketPROBATE AND ESTATE SALESCupertino Home of the WeekWillow Glen Home of the WeekLuxury Home of the weekHow your Home will be MarketedFREE HOME BUYER CHECKLIST HERE https://abitanogroup.com/HomebuyerchecklistPRE-Inspection CHECKLIST HERE https://abitanogroup.com/homeinspectionchecklist00:00 Mortgage Demand Rebounds01:41 Probate and Estate Sales01:58 House of the Week Picks03:02 Luxury Listing Spotlight03:36 How We Market Homes04:36 Inspection Checklist Download05:16 Wrap Up and Thanks

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, number 565, dives into real-world strategies from top agents who share how they turn probate, divorce, and late-mortgage leads into multiple closings from a single contact. The panel discusses practical steps from refining your tech stack, downsizing image sizes for smoother app integration, to expanding into mortgage modification and dignified conveyance options. Watch as success stories unfold—from a six-year veteran like Brian sharing how a single contact generated three transactions worth tens of thousands of dollars, to peers swapping tips on door-knocking, handwritten notes, and CMA-based leave-behinds that boost engagement. The group also explores the evolving landscape of lead generation: from traditional mailers and Facebook retargeting to in-person meetups and strategic partnerships with lenders, title companies, and coaches. They compare probate and divorce in terms of timing, risk, and conversion, and provide actionable guidance on when to pursue one path or the other or run them in parallel. You'll hear case studies, including how a probate lead accelerated into property purchase for a surviving relative, and how late-mortgage leads offer quicker routes to closing in some markets. The panel emphasizes the importance of consistency, data quality, and coachable systems—and they tease a Lazy Agent program designed to streamline the workflow for busy agents. If you're analyzing niche opportunities, this episode is a practical playbook for maximizing value from probate, divorce, late mortgage, and related scenarios, with real-world pros sharing templates, scripts, and tactical ideas you can apply this week.   Key Takeaways:  - Diversified lead channels across probate, divorce, late mortgage, and pre-foreclosure maximize conversion.  - Consistent calls and timely follow-up outperform one-off mailings or letters.  - High-quality data and strong coaching support drive sustainable results.  - Dignified conveyance and mortgage modification offer paths to help clients preserve home equity.  - Door knocking with effective leave-behinds like CMA sheets or flyers boosts engagement.  - AI can assist with follow-up, but compliance and opt-in are critical.  - Build a repeatable process with coaching and measurable metrics to scale success.   To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #LateMortgageStrategies #MotivatedSellerLeads #RealEstateMarketing #LeadFollowUp 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 PlaylistSupport the show

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Advocacy, Independence and the Modern Bar — Mr. Justice David Nolan | The Fifth Court EP 141On Episode 141 of The Fifth Court, hosts Mark Tottenham BL and Peter Leonard BL are honoured to be joined by Mr. Justice David Nolan of the High Court.A former Chair of the Bar Council and long-standing advocate, Mr. Justice Nolan reflects on:• The evolution of advocacy in Irish courts• The importance of structured submissions• The independence of the Bar• International advocacy training and the Keble College model• The transition from advocate to judgeThis episode's case review is supported by Charlton Solicitors & Collaborative Practitioners, specialists in family law, civil litigation, property, wills and probate.Cases discussed:DPP v Canavan — Common design and murder conviction appeal GG v HI — Maintenance arrears and post-divorce property orders Probate challenge (Court of Appeal) — Standing in will disputes Hosted on Acast. See acast.com/privacy for more information.

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

During the Poock's Post segment of Ep. 32 of the Ask the Law Firm Seller Show, Jeremy E. Poock, Esq. shares the following warning: Warning to T&E Attorneys: Clients Do Not Necessarily Hire the Same Firm that Prepared an Estate Plan for Probate & Trust Administration As Poock explains: “What we continue to see with Trusts & Estates attorneys is that when the clients for whom Trusts & Estates attorneys prepared wills and trusts - when they pass away, their children [and] their named fiduciaries, they will go to Google [and] ask for ‘Best Trusts & Estates attorney near me.'”   In terms of why children and fiduciaries ask Google, or their preferred AI thought partner, to suggest the best Trust & Estate attorney to hire, Poock shares the following:   Beneficiaries and fiduciaries want to hire a Trusts & Estates law firm that features multiple 5-Star Google Reviews and that publishes compelling content on their websites, as well as social media, as compared to returning to the law firm that prepared the original estate plan per the following mindset:   “Just because Mom or Dad trusted them, doesn't mean that we need to.”   What can Senior Attorney T&E attorneys do now to preserve a significant, valuable aspect of their T&E practices, namely, the future probate and trust administrations on behalf of their Trusts & Estates clients?   Poock offers the following suggestions:   1. Consider Your Wills Cabinet as Estate Plans under Management: Please consider the estate plans that you have prepared as “Estate Plans under Management.”   Similar to financial planners who maintain Assets under Management, maintaining Estate Plans under Management involves: (a) Regularly updating client contact information; and (b) Periodically contacting T&E clients to offer to update their plans.   2. Establish Relationships with Named Beneficiaries & Fiduciaries: As a proverbial antidote to named fiduciaries and beneficiaries searching online for T&E attorney when a need to probate a will or trust arises, Poock suggests that T&E lawyers proactively establish relationships with both beneficiaries and named fiduciaries.   As Poock states, “Let them know who you are . . . You care about the people for whom you wrote the estate plans, and you can let [beneficiaries and fiduciaries] know: ‘We're here for you.'”   3. Update Your Website & LinkedIn Profile: Considering the likelihood that named fiduciaries and beneficiaries will search online for a T&E attorney to administer their loved one's estate plan, Poock suggests the following:   That Senior Attorney T&E lawyers update their websites and LinkedIn profiles to establish a digital assurance that the firm that prepared the estate plan for their loved one has the experience and capability to administer the plan, as well.   Regarding the significance of this warning in the context of selling a T&E law firm, Poock explains the following:   In Law Firm Sales 1.0, purchasing firms pay a selling law firm upon an earnout basis, namely, fee sharing upon revenues derived from a selling law firm's defined Book of Business.   Importantly, if estate planning clients do not return to a purchasing law firm when the need arises to administer a will or trust prepared by a selling law firm, the following negative consequences will occur:   1. The potential value of a selling law firm's Estate Plans under Management will become unrealized; and   2. The expected earnout will not match a selling law firm's expectations, despite having prepared hundreds, and sometimes thousands, of estate plans.   As Poock advises, “If you want to get as high of an Earnout as possible when you sell your firm, [i]t is just so important to keep in touch with your clients.”   And, as Poock suggests, “[R]each out to your clients; get that updated contact information; learn more about who the beneficiaries are, who the fiduciary is; keep in touch with them and let them know your firm is here for them and their families for years and decades to come.”

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

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 of All The Leads Mastermind, the team dives into practical strategies for turning probate and life-transition leads into results. You'll hear real-world coaching on overcoming paralysis by analysis, trading scripted lines for authentic conversations, and using sharp questions to uncover needs rather than delivering monologues. The panel shares how to combine simple, repeatable plays with a natural tone to build trust and move opportunities forward. Expect stories about Joffrey and James, about staying consistent with daily routines, and about leveraging a Power Hour to protect time for calls and follow-ups. The discussion covers why the most successful agents focus on the bullseye: the high-impact activities that actually close deals, not endless chatter. They discuss leveraging probate cash options and attorney networks to unlock faster closings, and how a concierge approach delivering value first helps you stand out from the competition. Practical systems are highlighted: lead management, CRM discipline, a predictable follow-up cadence, and market-specific outreach. The crew explains that coaching and accountability amplify results, with regular sessions, notes, and measurable goals. They emphasize starting now, embracing imperfection, and letting momentum compound over time. If you're curious about the practical path to success in probate niches and want to learn to convert more leads with integrity and service, this episode is for you.Key Takeaways: Build authentic relationships by leading with thoughtful questions, listening deeply, and offering genuine service instead of delivering rehearsed monologues. Consistency outperforms intensity; commit to a daily routine of focused outreach and protect that time no matter what. Use scripts as confidence scaffolds, but let empathy, natural tonality, and real human connection drive the conversation. Focus on the bullseye: prioritize high-impact, revenue-producing activities rather than confusing busyness with true progress. Cultivate strategic referral sources (especially attorney relationships) and understand probate timelines to position yourself ahead of the competition. Coaching provides clarity, systems, and accountability; regular sessions help refine your process and keep momentum steady.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProbateRealEstate #RealEstateCoaching #RealEstateProspecting #ListingAppointments 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 PlaylistSupport the show

Robert concentrates on matters involving trusts and estates, including estate planning, trust administration and probate. The firm's primary focus is on comprehensive estate planning, directed toward wealth preservation and enhancement. Robert has helped more than a thousand individuals and families establish meaningful estate plans for the benefit of their families, loved ones, and charities.Visit his website here: https://www.rsilvermanlaw.com/about

In Episode 387, the crew is back and choosing violence! We start off by asking: Is Don Toliver officially bigger than Travis Scott after his #1 album? And... did J. Cole manifest his own destiny? We give a raw review of The Fall Off and debate if the "stimulus package" features saved the project. Plus, we get political (briefly) to talk about the Trump/Epstein distractions, draft our dream Super Bowl food spreads (warning: it involves an unhealthy amount of glizzys), and play the hardest "Would You Rather" yet: Would you rather win a Super Bowl ring OR be the legendary Mi Tienda Security Guard who knocked out two people on camera? Follow the crew: @ThePourHorsemen @ShyThugg | @HardbodyKiotti | @Phi1TheDon | @LebronaldPalmer I @yo.dj.silk I @armourie.official Production Crew @TheJohnSims | @1Kharyy Shot at @TheHiveHouston Hurt At Work? Contact our partners at https://crockett.law for all of your legal needs. @bankonbriantx is ready to help. Join our Patreon for more exclusive content: https://www.patreon.com/thepourhorsemen By supporting us, you're not just a listener but a valued part of our community. Use our Code POUR at Bluechew.com for your discount. Follow The Pour Horsemen on Instagram @thepourhorsemen and email at thepourhorsemen@gmail.com. Chapters: 00:00 - Intro: 07:23 - Super Bowl Vibes 09:17 - Parenting 101 11:47 - The Probate 20:00 - Don Toliver Goes 24:24 - The "Melodic Rap" Debate: T-Pain, Future & The Houston Sound 32:42 - J. Cole Review: Why We Think He Actually Fell Off 46:17 - Trump, Epstein & Distractions 50:00 - Black History Month: "Pass Us The Ball" 54:16 - The Ultimate Super Bowl Food Draft: 100 Glizzys vs. Turkey Leg Hut 01:02:17 - Would You Rather 01:09:55 - Houston Hood Black History: Macaroni Tony, South Park Shorty & Tone The Security Guard

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Syeta Davis, the owner and founder of Seven Levels Real Estate Consulting. Syeta shares her journey into the real estate industry, focusing on helping families and investors navigate the probate process and find real estate deals. She discusses her business model, the importance of building trust with clients, and the challenges investors face, such as credit issues and finding good deals. Syeta also highlights her strategies for lead generation, funding, and the additional services she offers to clients. Looking ahead, she expresses her excitement for scaling her business and becoming a recognized name in the industry.   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   —--------------------

Still working probate leads… but keep hearing“We already have someone” or “Just send me information”?That usually means the conversation never really starts.Probate sellers are usually motivated.Most outreach just asks for attention before offering something concrete.This coaching replay shows a different way to work probate leads.You'll see how probate professionals take leads from lists, referrals, or inbound calls and run them through Estate Cash Offers to generate real investor offers in minutes then use those offers to open conversations that turn into appointments, contracts, listings, or assignments.Instead of:Competing with “the other person”Chasing callbacksRelying only on letters and cold callsThis approach leads with options first, not pitches.What this replay actually showsThis is a practical walkthrough...You'll learn:➡️ How to use Estate Cash Offers with probate leads from lists, referrals, and inbound inquiries➡️ How to present investor offers to personal representatives in a way that feels helpful, not pushy➡️ Simple, clear language to use when someone asks, “What's in this for you?”➡️ When it makes sense to add your own investors into the platform➡️ How your fee or spread is protected even before any formal agreement is in placeReplay breakdown:1:21 – What Estate Cash Offers is and how it fits probate leads19:51 – Who can use this (agents, investors, wholesalers) and in which roles26:14 – What investors need to qualify for the platform31:57 – Live walkthrough: entering a property and shaping offers44:36 – How deals are protected without a listing agreement57:25 – Using the buyer software when a contract is already in place59:52 – How to explain two closings so the structure is clear1:11:42 – Which investors are in the system and where they buy1:14:02 – Skip-tracing options when working probate leadsIf probate leads are already in your CRMThis replay shows how to turn existing records into:Offers you can actually useConversations that move forwardBetter probate outcomesWatch the replay and see how leading with offers changes the conversation.

Probate cold calling gets easier when you know how to guide the conversation instead of fighting through objections.If your probate calls keep ending with “we have an attorney,” “we're fine for now,” or a quick hang up, this session walks you through what to say, how to sound, and how to position yourself so families stay on the line and open up.In this coaching call, you will hear real probate scenarios and live breakdowns on:* approaching your first complex probate case without sounding unsure* bringing up sensitive topics around assets without crossing a line* handling “I have an attorney” in a way that keeps the door open* introducing yourself so they don't shut down at the word “real estate”* using mail and follow up together so calls feel familiar, not randomHot Takes: → 3:10 How a new probate agent or investor can handle a first complex case and stay in control without getting overwhelmed→ 13:44 What to consider when a probate property still has mortgages and someone wants to move it into an LLC→ 18:58 How to improve conversations when you keep hearing “I have an attorney” or noncommittal answers→ 24:38 Why leading with a probate concierge approach changes how families respond→ 31:55 What kind of questions help you bring up sensitive topics and uncover whether there are assets that still need attention→ 37:22 How tonality shapes the replies you get in probate prospecting→ 44:16 How to introduce yourself without triggering resistance when your background is in real estate→ 53:58 When it makes sense to handle direct mail yourself and when to offload it to a mailing service, plus starter optionsIf you hear your own calls in these questions, watch this session with your current script in front of you. Mark the parts you want to change, test them on your next round of probate calls, then plug into Probate Mastery so you can keep building this skill set week after week 

Probate leads respond differently when your offer centers on what the seller wants from the sale, not what you want from the listing...In this call, you hear a clear breakdown of the seller side.They want money, a buyer, and a simple process that does not feel confusing or drawn out.The session shows how to present yourself as the person who can bring that outcome.With or without a traditional listing.You will pick up➡️ a way to talk about offers that puts the seller's net and convenience first➡️ questions that reveal whether they are open to an offer now or later➡️ how to position a cash offer or investor platform inside your probate system➡️ why a long game with mail, calls, and resources builds inbound opportunities over timeHot Takes:2:00 How offers move through estate administration ( an example process )9:43 Consumers do not ask for a listing first, they ask for a buyer and a strong net21:11 Using a quick walk through and photos to support future numbers30:34 Approaching sensitive situations with PRs who still live in the property52:16 Explaining what you gain from helping without sounding self centeredUse this call to rebuild how you talk about offers so probate leads see clear upside in taking your call.

Probate real estate marketing pays off when it runs like a system.Mail, calls, attorney outreach, senior talks, vendor support, all of it can feed one pipeline instead of sitting as random tasks on your list.This coaching call walks through how to build probate real estate marketing that keeps working in the background while you stay focused on conversations and signed agreements.Here is what you will learn:➡️ 1:34 For agents and investors who want probate real estate marketing to bring in calls months after a campaign goes out, this part shows what happened when earlier touches started turning into inbound leads.➡️ 13:52 If you want attorneys to see you as a steady contact who makes their clients' lives easier, not another person asking for cases, this section gives a simple approach for attorney cold calls and what to say on the first outreach.➡️ 23:14 If you like the idea of senior community talks feeding your probate pipeline, here you see how to structure a short presentation, what to teach about probate, and how to spot who quietly needs to sell a home.➡️ 27:18 For anyone building probate packets and worrying about cost, this part shows what to include, when ten dollar packets make sense, and how to personalize your probate real estate marketing for warm leads without wasting budget.➡️ 31:xx If you want your follow up to feel thoughtful instead of pushy, this section explains when to use home value estimates as a second touch instead of stuffing numbers into cold mail that gets tossed.➡️ 38:xx For agents who do not want to design every checklist and brochure from scratch, this part walks through new tools going into the Probate Mastery portal that support your probate real estate marketing and save setup time.➡️ 42:25 If you are thinking about a done-with-you partnership, this segment lays out lead counts, timelines, and conversion expectations so you can see how a long term probate real estate marketing plan can fund itself.By the end, you will see how a simple, consistent system turns probate leads from “not ready” into people who call you first when timing lines up.If this is the kind of probate business you want to build, this is the same structure we teach and refine inside Probate Mastery.Watch the replay, take notes, and choose one upgrade to your probate real estate marketing that you will install this week.

If you want to grow as a probate real estate specialist, this replay walks you through the kind of messy files most try to avoid.You will see how experienced probate professionals think through problems, protect deals, and involve the right attorneys, title companies, and vendors so closings can still move forward.Inside the call, you will hear:➡️ How to handle an insurance check made out to a deceased beneficiary and what creditor periods mean for who gets paid➡️  What to look at before you list when there are out of state heirs and possible ancillary probate➡️  How to approach a prior listing that never hit the market but has a cancellation fee attached➡️  Ways to move a case forward when one heir is in jail and another heir is missing or unstable➡️  How to use skip tracing tools in probate work when families say they cannot find someone➡️  What to do when a title company pushes back on an assignable probate contract during resaleTimestamps1:38 Who gets the insurance check when the named beneficiary is also deceased16:44 Out of state heirs, ancillary probate, and when you can safely list the property25:37 Listing agreement signed, home never listed, and a cancellation fee in the way31:36 Working a file with an incarcerated heir and a missing heir45:59 Practical skip tracing for probate heirs families cannot locate55:41 Title company will not insure a resale after an assignable probate contractIf you are building your skills as a probate real estate specialist, this call gives you working examples, questions you can borrow, and ways to turn difficult probate leads into long term business and referrals.

Five categories of ways to avoid the process of court approval for assets to be collected, evaluated, and distributed are explored.

Stop waiting years for your money! Learn how to get your inheritance money early using a Probate Cash Advance to unlock the funds you need right now.The probate process is notoriously slow, often taking anywhere from six months to three years to conclude. In this episode, Jose Luiz Morales sits down with Mark Harris, CEO of Probate Cash, to explain how beneficiaries can access Fast Probate Cash without the typical legal delays. If you are currently navigating California Probate, you know that waiting for a court distribution can be a major financial burden.We dive deep into the specific statutory mechanisms, including California Probate Code 11604.5, which allows for a legitimate purchase agreement of your inheritance. This is not a high interest debt trap; it is a strategic Probate cash advance vs loan decision that provides non recourse funding.Whether you need a Cash advance on inheritance to cover living expenses or are focused on Fixing up probate house for sale to reach fair market value, this solution gives you the breathing room you deserve. Mark explains how these funds are commonly used for Buying out heirs inheritance or handling urgent moving costs while the estate is settled.What you will learn in this episode:✅ How to qualify for a Probate Cash Advance in as little as one business day.✅ Why this is a purchase transaction and not a traditional loan.✅ How to use Probate Money to settle disputes or buy out other siblings.✅ The importance of California Probate laws in protecting your inheritance rights.✅ Why a Probate Cash Advance helps administrators avoid "fire sales" and get more equity.Don't let the court system hold your family's legacy hostage. Get the transparency and financial support you need to move forward with your life today.

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 Mastermind episode dives into the realities of probate, divorce, and mortgage-related challenges, with sharp advice from seasoned coaches and heartfelt user stories. The conversation covers practical strategies for building momentum through consistent outreach, leveraging relationships with attorneys, and turning early wins into repeat business. Attendees share experiences from probate leads, late mortgage scenarios, and pre-foreclosure contexts, including how to present multiple options (sale, refinance, or loan modification) in a respectful, non-pushy way. The team emphasizes the importance of tracking results, maintaining a simple CRM, and using handwritten outreach to stand out in a crowded market. We explore the Do-On-Sale clause, title insurance considerations, and how to structure transactions to protect all parties while keeping doors open for future opportunities. The tone remains collaborative and action-oriented, highlighting how small, persistent actions (one call, one letter, one meeting) can compound into significant deals over time. Viewers gain a practical playbook for conversations with executors, heirs, and attorneys, plus mindsets that reduce fear of rejection and accelerate progress. If you're working probate cases, dealing with divorce-related housing, or navigating late payments in pre-foreclosure, this episode offers concrete tactics you can apply this week to generate momentum and close more opportunities. The session also emphasizes coaching support, accountability, and the value of authentic relationship-building.  Key Takeaways Consistent action is what creates momentum, turning raw leads into real conversations, appointments, and ultimately signed agreements. Proactively building relationships with probate and estate attorneys creates a long-term pipeline of repeat opportunities far beyond a single deal. Tracking your daily dials, conversations, and outreach activity builds momentum and reveals the numbers that drive higher conversion rates. Handwritten notes, mailed touches, and small personal efforts stand out in a digital world and can be the deciding factor in earning a client's trust. Presenting multiple solutions (selling, refinancing, investor options, or modification) positions you as a problem-solver rather than someone just trying to list a home. Understanding title nuances, subject-to scenarios, and due-on-sale clauses allows you to confidently navigate situations where others back away. Using a simple CRM with consistent follow-up and weekly accountability ensures no lead gets forgotten and every opportunity is properly worked.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateProspecting #RealEstateCoaching #RealEstateMarketing #LeadConversionPrevious 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 PlaylistSupport the show

Bill Gross talks to probate attorney Mina Sirkin. Visit her website here: https://sirkinlawgroup.com/attorneys/

Most families don't lose wealth to bad markets—they lose it to long-term care costs and the slow grind of probate. We unpack a practical, two-part strategy that shields savings during life and delivers a faster inheritance after death, balancing control, care, and legacy without guesswork or jargon.We start by facing the numbers on long-term care and why paying out of pocket can drain even healthy nest eggs. Then we share how pre-planning creates options: trust structures designed for Medicaid compatibility, timelines that respect look-back rules, and coordinated spend-down strategies that preserve resources for a spouse and heirs. With the right lead time, you can qualify for benefits later without sacrificing the home or savings you worked for.From there, we turn to probate—the hidden risk that slows transfers and opens the door to creditor claims, including Medicaid estate recovery. You'll hear how beneficiary designations, pay-on-death and transfer-on-death tools, and well-drafted trusts move assets directly to loved ones, cutting delays and reducing exposure. Coordination is everything: titling, beneficiaries, and trust funding must align so nothing slips back into the estate. The payoff is speed, certainty, and more value staying in the family.If protecting your legacy matters, this guide gives you a clear blueprint: plan for care, avoid probate, and keep options open. Subscribe for more elder law strategies, share this with someone who needs it, and leave a review to tell us what planning question you want us to tackle next.

This episode, hosted by Anna Soliman,  reviews the new petition process enacted under AB 2016 for a decedent's primary residence valued up to  $750,000.  We will discuss the origin of the new law, the old rules, and the mechanics of the procedures. About our guests, Judith Tang and Lisa B. Roper: Judith Tang is the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. Judith is a Director and the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. She has over 25 years of experience and a breadth of knowledge, providing comprehensive personalized estate planning and trust and estate administration services.Lisa B. Roper is a partner in the Estate and Trust Litigation Group and the Trust Administration and Probate Group at Henderson, Caverly and Pum LLP, where she advises clients in estate and trust controversies, estate and trust administrations, guardianships, and conservatorships.  Lisa and Judith are members of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  About Our Host:Anna Soliman is Special Counsel in Sheppard Mullin's Los Angeles office, where she specializes in estate planning and trust administration for high-net-worth individuals. She is also a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Struggling to figure out how to get probate leads without sounding like every other desperate agent? If you are still relying on cold calling scripts from 1995 and hoping for a different result, you are setting yourself up to fail. In this coaching session, we reveal exactly how to get probate leads that actually convert by stopping the "hustle" and starting a proven system.The truth is, probate sellers do not care about your marketing plan or your broker's name. They are overwhelmed by family disputes, repairs, and a house full of personal property. If you pitch yourself as just another salesperson, you lose. But if you shift your real estate value proposition to become a "Project Manager" who solves their problems, you can win the listing at a full 6% commission every time.In this episode, you will learn:✅ The exact probate scripts to use that position you as a helper, not a salesperson. ✅ A proven real estate niche marketing strategy that wins listings without expensive lead buying. ✅ How to get probate listings by offering solutions for cleanouts, estate sales, and repairs. ✅ Mastering objection handling so you never have to lower your commission fee again. ✅ Why most agents fail at probate real estate and how to avoid the "DIY" trap.Stop using "rubber bullets" in your business. It is time to stop guessing and start using professional probate training to build a predictable pipeline. Whether you are new to the niche or looking to scale, this episode gives you the blueprint on how to get probate leads and dominate your market in 2026.

Message us!In this episode of A Crude Bit of Humor, Buffie and Coby sit down with attorney Melissa Gardner to explore how major legal decisions, title opinions, and real‑world mineral ownership challenges shape today's oil & gas landscape. From Oklahoma and Texas jurisdiction questions to surprising situations that land on a title attorney's desk, this conversation highlights the unique risks and realities faced across the industry.In this episode you will hear: How a major Supreme Court decision reshaped jurisdiction and risk in Oklahoma's oil & gas industryWhat title attorneys really look for, and why affidavits of heirship can create major surprisesA real‑life mineral ownership story that takes an unexpected turnFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

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 session dives into how seasoned agents and investors stay ahead in a shifting market. The panel shares practical strategies for sourcing and vetting leads, with a strong focus on probate and elder-care opportunities that can form a durable pipeline. They discuss AI's accelerating role in real estate from predictive tools to automation and explain how to weave AI training into ongoing sessions. The group emphasizes a deliberate refresh mindset: reengaging older leads, testing new lead magnets, and implementing a cadence like a 33-touch framework to stay top of mind without overwhelming prospects. We cover credibility with landing pages versus dedicated credibility sites, and how to deliver value automatically: forms that trigger PDFs or lead magnets, followed by targeted email nudges. Real-world examples illustrate how long-term relationships with executors and heirs can yield returns years after initial contact, and how consistent outreach often outperforms one-off pitches. The team also previews upcoming topics and cross-industry perspectives, underscoring that this year will feature more than probate content and new products that diversify lead sources. The focus is on practical execution: testing what works, measuring results, and sticking to a cadence that fits your market, your time, and your goals. Join us for live questions, real feedback, and actionable steps you can start using this week to grow your pipeline and close more deals.  Key Takeaways: Leverage diverse lead sources to more effectively reach older homeowners who may not respond to a single channel. AI tools are becoming essential for staying competitive and efficient in modern real estate marketing. A structured refresh cadence helps keep high-value, aging leads engaged as their timelines evolve. Well-crafted landing pages and relevant lead magnets significantly improve response rates and conversions. Long-term follow-up with heirs and executors can surface opportunities years after the initial probate event. Consistency and disciplined outreach cadence drive measurable results more reliably than one-off efforts.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #LeadGeneration #RealEstateInvesting #NicheSellerLeads #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

Send us a textStop waiting on the market to bless you with deals. We're pulling back the curtain on the five public-record lead sources that keep producing—foreclosure, divorce, probate, unpaid taxes, and bankruptcy—and showing how to work them step by step. I walk through the real foreclosure timeline, what your county site actually reveals, and why most investors show up months late with stale lists. You'll learn where bankruptcy filings live, how to match them to foreclosure records, and why those last-minute moves signal a seller who needs real help right now.This conversation blends strategy with story. I share how losing a house and a car pushed me to the courthouse, a paper map, and door knocking with a baby on my hip—and how that grit led to the first $22k, then $50k, and a career built on solving people's problems. We talk scripts that lead with options and empathy, from loan mods and forbearance to selling as-is or using creative financing when it makes sense. If you've ever felt paralyzed by headlines—rates, inventory, recession chatter—this is your antidote: consistent deals rooted in life events that never stop.You'll leave with a simple plan: pull fresh filings from the last 45–60 days, prioritize by sale dates, and reach out directly. Door knock if you can. If not, combine letters, calls, and social DMs that promise tangible help and a clean exit if needed. That's how you create triple wins for owners, banks, and your business while stacking steady “gold bricks” of profit. Ready to build a recession-proof pipeline? Subscribe, share this with a fellow investor who needs clarity, and leave a quick review so more people can find it. Then pull your first list tonight and tell me which county you're starting in. Support the showThanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Be Prepared to Sell: Why Having the Right Documents Matters More Than Ever At Boston Connect Real Estate, we believe that every move should be a moving experience and that starts long before a “For Sale” sign ever goes in the yard. On a recent episode of Talk Real Estate Roundtable, we had an important conversation about seller preparedness and why having the right documents, authority, and information in place before listing your home can make or break a transaction. Real estate transactions are complex enough on their own. When documentation, authority to sell, or legal clarity is missing, delays, contract extensions, and even failed closings become very real risks. Here's what every homeowner and future seller should understand. Preparation Is Protection Being “ready to sell” is more than staging, pricing, and marketing. It means having the legal, financial, and logistical foundations in place so a transaction can move smoothly from listing to closing. When sellers are unprepared, the consequences can include: Delayed closings Failed transactions Contract extensions Buyer frustration Legal complications Lost opportunities Financial setbacks Preparedness protects you, your buyer, and the entire transaction. Estate Sales, Probate & Authority to Sell One of the most common and most disruptive issues we see is when a property is being sold after the death of a spouse or family member. Key questions that must be answered: How is the property deeded? Is there a surviving spouse listed on the deed? Is there a will? Is probate required? Has a personal representative (executor) been legally appointed? Has a License to Sell been issued by the court? Without proper legal authority, a property cannot legally close, even if a buyer is ready, financed, and under contract. Probate delays alone can take months sometimes longer and can derail entire chains of transactions.  Power of Attorney Is Not Enough Many families assume a Power of Attorney solves everything but this is a dangerous misunderstanding. Important truths: A Power of Attorney ends upon death It does not replace probate It does not grant authority to sell after death It may not include real estate authority unless specifically written Every estate situation requires legal review and proper documentation not assumptions. Why This Matters: The Domino Effect One delayed transaction doesn't just affect one seller. It can impact: Buyers waiting to move Sellers purchasing another home Financing timelines Moving schedules School enrollment Life planning Investments Exchanges (1031 transactions) Entire transaction chains Real estate is interconnected one missing document can stall multiple families. Easements, Rights of Way & Property Access Sellers must understand what legally exists on their property before listing. Examples include: Utility easements Drainage easements Access easements Right-of-way agreements Shared driveways Emergency access easements Municipal access rights These impact: Privacy Property use Expansion potential Financing Insurance Buyer perception Property value Transparency is not optional it's protection. Roads, Access & Maintenance Responsibility Every property has a legal access classification: Public road Private road Unaccepted road HOA-maintained road Shared access road Buyers, lenders, and insurance carriers care about: Who plows Who maintains Who insures Who repairs Who holds liability These details must be clarified before listing, not during escrow. Vacant Properties Require Special Planning Vacant homes introduce additional risk: Insurance requirements change Policies become more expensive Liability exposure increases Freeze risks rise Maintenance becomes critical Security becomes a concern A vacant listing without proper insurance and systems protection can create massive liability for sellers. Seller Preparedness Is Professionalism At Boston Connect Real Estate, we don't believe in rushing listings just to “get inventory live.” We believe in doing it right: Legal clarity Insurance protection Document verification Authority confirmation Property condition checks Disclosure accuracy Risk mitigation Professional execution Because professionalism protects clients. Our Seller Preparation Checklist We've developed a Seller Preparation Checklist that helps homeowners organize critical information before listing, including: Deeds & ownership documents Wills & estate documents Trust information Power of Attorney Insurance policies Utility information Property improvements Easements Road status HOA documents Vacant property planning Maintenance records Legal authority documentation Request your copy: Email: realestate@bostonconnect.com We'll send you the full checklist to help you prepare whether you're selling now or planning for the future. Final Thought Real estate is not just about buying and selling property it's about protecting people during some of the most important transitions of their lives. Preparation is not paperwork. Preparation is protection. Preparation is peace of mind. Preparation is professionalism. At Boston Connect Real Estate, we don't just list homes we guide people through life transitions with clarity, structure, and care. If you're thinking about selling, planning for the future, or simply want to understand what “being prepared” truly means we're here to help. Boston Connect Real Estate RealEstate@BostonConnect.com 781-826-8000 BostonConnect.com

1/17/26 Olsen on Law Radio Show

In this conversation, attorney Elijah Keyes discusses the critical importance of estate planning for individuals and families, emphasizing that neglecting to create a plan can lead to significant legal and financial complications. He explains the various costs associated with estate planning, the challenges of navigating probate, and the real-life consequences of poor planning. Keyes also highlights the role of attorneys in creating effective estate plans and compares different approaches to estate planning, ultimately advocating for a thoughtful and proactive strategy to protect one's assets and family.   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   —--------------------

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!  On this episode, the All the Leads Mastermind crew shares practical tactics drawn from real-world deals across probate, late mortgage, divorce, and aging homeowner leads. The conversation breaks down what actually works to increase conversations, from where to invest your time with texting campaigns, YouTube content, and targeted mail, to dialing strategies that improve phone pickup rates in today's market. Matt shares his go-to playbook, emphasizing the importance of diversifying channels, varying call times, and never relying on a single tactic. The group discusses the pros and cons of ringless voicemail, live outreach, and Facebook retargeting, while reinforcing the need to keep human connection at the center of every campaign. You'll hear how agents are combining AI tools with dedicated staff to scale outreach while staying compliant and respectful with prospects. The discussion also explores the pre-probate and probate landscape, including how attorneys can partner with agents to unlock deals, structure favorable terms, and move transactions forward using probate cash programs or contingency-based arrangements. Throughout the episode, the focus remains on speed, empathy, and responsible scaling by triaging leads, nurturing relationships, and testing new channels like video, YouTube, and direct outreach to stay in front of the right people. If you're building a pipeline in probate or mortgage-related niches, this episode distills evergreen principles around consistent outreach, multi-channel presence, and adapting to state-by-state norms that can lead to more conversations, more appointments, and more closings over time.    Key Takeaways:  The best ROI comes from mixing channels like mail, texting, video, and dialing cadence rather than relying on a single tactic.  Vary call times and days to improve answer rates when calling probate and late mortgage leads.  Retargeting on Facebook alongside direct calling can double engagement and expand reach.  Pre-probate and attorney partnerships can accelerate payments and unlock deals more quickly.  Lead outreach should start with empathy about loss to build rapport before pitching solutions.  Triaging leads into top segments helps focus energy on the best opportunities.  AI and automation should support human outreach, not replace it; keep conversations authentic.    https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateProspecting #NicheSellerLeads #LeadGeneration #RealEstateMarketingPrevious 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

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

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