Najlepsze podcasty z kategorii: Probate (2025)

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I can't believe I get paid to do this! 24:21

4d ago24:21

24:21

In the latest episode of the Today’s Wills and Probate Podcast, host David Opie discusses the intriguing and often surprising world of probate genealogy with Eileen Lavelle, Regional Head at Anglia Research. Eileen offers a behind-the-scenes look at what it means to be a probate genealogist and how their work dovetails with the probate process. Eil…

1
Designing a Business That Works for YOU! Unlock Success with These Tips 1:04:21

1d ago1:04:21

1:04:21

Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 05:46 Approved & Appointed: Big Wins for David in Law and Leadership 07:00 David’s Probate Letter Strategy That Gets Results 08:11 Designing a Business That Works…

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030: A "Fancy Jewelry Store" Building Community Through Inclusion-The Depo Market Story, with Tiffany Chou 29:27

5d ago29:27

29:27

Maui-raised entrepreneur Tiffany Chou tells us about the creation of Depo Market—a mission-driven retail space in Wailuku, Maui, and online, employing adults with disabilities. Our conversation explores Tiffany’s journey as a caregiver, entrepreneur, and disability rights advocate. We follow Tiffany and her brother Chris's venture into the jewelry …

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Duties in LA Probate: What You Need to Know 5:59

6d ago5:59

5:59

If you've been named the executor of an estate in Los Angeles County, you're probably wondering—what now? In this episode, we break down everything you need to know about executor responsibilities, from filing the will to managing real estate, debts, and distributions. Whether you're going through it now or preparing ahead, this guide will help you…

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Welcome to Legacy Protected! 1:53

18d ago1:53

1:53

Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inher…

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Welcome to Probate Notes! 4:40

27d ago4:40

4:40

Welcome to Probate Notes, your go-to podcast for navigating the complexities of California probate law. Hosted by R. Sam Price, a seasoned probate attorney, Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and author of The 6-Stage Probate Process, this podcast breaks down…

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029: Lahaina is Not for Sale: The Lahaina Community Land Trust 37:17

10d ago37:17

37:17

Meg Obenauf speaks with Autumn Ness, Executive Director of the Lahaina Community Land Trust, about what it takes to rebuild homes, community, culture, and long-term belonging after disaster. Listeners will learn the origin story of the Lahaina Community Land Trust after the Lahaina wildfire, how the Land Trust model keeps housing affordable in perp…

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Master Probate Mailing Letters for Real Estate Success! 1:03:57

11d ago1:03:57

1:03:57

Unlock the secrets to effective probate mailing for real estate success! In this video, we dive into strategies for sending targeted letters to probate leads, increasing your chances of closing deals. Learn how to craft compelling messages, choose the right mailing strategy, and maximize your reach to probate prospects. Whether you're a seasoned in…

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Can I Sell a House in Probate Without Going Through the Full Court Process in Los Angeles? 5:42

12d ago5:42

5:42

Find out how to sell a probate home in Los Angeles without court involvement using IAEA, trusts, or updated TOD deeds under California’s AB 2016.Autor: Justin Borges

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Probate Success Secrets: Real Talk on Leads, Mistakes, Attorneys & What Actually Works 1:01:50

18d ago1:01:50

1:01:50

Thinking about jumping into the probate real estate game—or already in it and feeling overwhelmed? This episode is packed with real, unscripted insights from pros in the trenches. From building a business with no one-size-fits-all formula to sponsoring attorney lunches, working with public administrators, and learning from mistakes, this is your ul…

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Defining workplace culture and its impact on leaders and employees 24:17

18d ago24:17

24:17

The latest Today's Wills and Probate Podcast welcomes workplace culture and staff retention specialist Andre Thomas of Thomas Telman to discuss the critical importance of cultivating a positive workplace culture and the direct impact this has on staff retention and overall business success. The firm has created a empirical methodology by which cult…

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AB 2016 and the probate game changer 7:37

18d ago7:37

7:37

In this episode, Justin Borges breaks down California’s game-changing Assembly Bill 2016, which raises the simplified probate threshold to $750,000 for primary residences. Whether you’re a homeowner, an heir, or just thinking about your family’s future, this law could save your loved ones time, money, and stress — but only if you understand how it …

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Common Probate Mistakes When Selling a Family Home in Los Angeles 3:56

21d ago3:56

3:56

Probate real estate in Los Angeles can be tricky. Avoid these common mistakes, from delays to tax pitfalls, and get expert advice on making the process as smooth as possible.Autor: Justin Borges

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Who Pays the Mortgage on a Probate House in California? 7:26

21d ago7:26

7:26

When a loved one passes away, the mortgage doesn’t vanish. In this episode, we explain who’s responsible, what happens if no one pays, and how to protect probate property in Los Angeles and Orange County.Autor: Justin Borges

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Navigating Probate: The Hidden Challenges of Property Management 5:36

27d ago5:36

5:36

Can an executor sell a home in probate without all the beneficiaries agreeing? In this episode, we explain how authority works under California law — especially in Los Angeles County — and what rights heirs really have. Hosted by The Borges Real Estate Team, probate experts in Southern California.

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Probate & Estate Planning in California: What Most Families Get Wrong 5:53

27d ago5:53

5:53

Estate planning might sound like something only the ultra-wealthy worry about — but here’s the reality: over 60% of Americans don’t have any estate plan in place. For millennials, that number jumps to nearly 80%. In this episode of Probate Real Estate with The Borges Team, we’re pulling back the curtain on California’s complex probate process — and…

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Special Edition: Wills Act 2025 - What can we expect from the Law Commission report? 38:34

1M ago38:34

38:34

In this latest episode of the Today’s Wills and Probate Podcast, host David Opie is joined by Stephen Lawson, Partner at IDR Law and Elizabeth Gibbison, a solicitor at Irwin Mitchell and Chair of Law Society Private Client Solicitors Section Advisory Committee, to discuss the likely contents of the Wills Act 1837 by the Law Commission, its wider im…

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028: How Heidi Ho and Pono Legal are Helping Displaced Maui Residents Following the Maui Wildfires 45:24

1M ago45:24

45:24

Maui girl Heidi Ho, attorney and founder of Pono Legal, visits us to tell about growing up with her trailblazing mother, Diane Ho, and how it inspired her path in law and advocacy. Following the Maui Wildfires, Heidi swiftly formed Pono Legal, a community lawyering nonprofit that extended support to firefighters, police officers, teachers, and many…

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Master Probate & Prospecting: Lead Gen, Skip Tracing, & Real Estate Strategies! 1:16:15

1M ago1:16:15

1:16:15

In this video, learn powerful prospecting techniques, effective lead generation strategies, and how to master probate and estate planning to grow your real estate business. From skip tracing tips to handling foreclosure scenarios, discover insights and actionable steps from industry experts. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 02:50 Prospe…

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The Leadership Blend: Justin & Brandy | Diverse Styles for a Thriving Team 36:46

1M ago36:46

36:46

Welcome to the Borges Podcast, where leadership meets authenticity! Join hosts Justin and Brandy as they explore the intricacies of leadership styles and their profound impact on team dynamics. In this episode , we dive deep into Justin’s leadership evolution, from his directive approach to a transformative moment that sparked his growth as a leade…

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Strategically navigating a consolidating estate planning market 26:41

1M ago26:41

26:41

Arken Group CEO Dave Newick joins the Today's Wills and Probate Podcast to discuss the output of a recent report published by Arken looking at the current landscape of the private client sector. The podcast focuses on three key discussion points borne out of the report; law firms and professionals need to be; better at understanding the data they h…

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Master Probate Real Estate: Strategies for Success, LinkedIn Tips, & Lead Calling Secrets! 1:00:12

1M ago1:00:12

1:00:12

Unlock the top strategies for thriving in probate real estate! From building powerful habits to mastering LinkedIn for lead generation, discover how to call, text, and connect with attorneys and prospects like a pro. Don't miss out on Bruce’s insights into dialing, voicemail scripts, and more. Watch now to supercharge your probate business! 🕛🕛Times…

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027: How Kalima O Maui Empowers People with Disabilities to Achieve Independence 33:39

1M ago33:39

33:39

Hear from Claudia Rosenbaum, service supervisor at Ka Lima O Maui, a local nonprofit providing job placements and day programs for adults with disabilities. Claudia describes how community members can get services from Ka Lima O Maui via the state Department of Health and the Medicaid waiver program, highlighting how these efforts facilitate person…

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Real Talk: How We Shifted To a Healthier Lifestyle 37:49

2M ago37:49

37:49

Join Brandy and Justin Borges in this episode of the Borges Podcast as they explore the intricate balance of lifestyle and wellness. They share their personal journeys toward healthier choices, reflecting on their past reliance on meal prep services and how a trip to Mexico inspired them to embrace fresh, homemade meals. Justin discusses his shift …

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What you need to know about Islamic wills 18:10

2M ago18:10

18:10

In this Today’s Wills and Probate Podcast, host David Opie sat down with Mariam Khan, Solicitor at WMP Legal, to discuss the complexities of Islamic wills and estate planning. Many will writers and solicitors do not have the expertise to draft wills that align with both English law and Islamic inheritance principles. Mariam Khan has developed this …

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Dominate Probate Real Estate: Stand Out, Build Attorney Relationships & Market Smarter 59:54

2M ago59:54

59:54

💼 How to Become the Go-To Probate Specialist 📢 Get Attorneys & CPAs to Call YOU First 🎯 Master Probate Marketing: Video, Blogs & Letters 🏆 Build Authority & Close More Deals Faster! 👉 Watch NOW & Take Over Your Probate Market! 🚀 #ProbateRealEstate #RealtorMarketing #ProbateMastery 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:18 Introducing Mysel…

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Probate Mastery Secrets: Getting Started, Marketing to Hospices & Winning More Deals 1:21:38

2M ago1:21:38

1:21:38

Thinking about probate real estate? 🏡 Whether you're just starting or looking to scale, this video covers how to master probate, connect with hospices & social workers, approach attorneys without referrals, and convert cold calls into real deals. PLUS, should you form an LLC for your business? Watch now and get expert insights! 👇 🕛🕛Timestamp Naviga…

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Life in the law - have your say before 21st March 2025 21:48

2M ago21:48

21:48

Podcast host David Opie in joined by CEO of the charity LawCare, Elizabeth Rimmer, to discuss their latest "Life in the Law" surveys which are now open for completion until Friday 21st March. LawCare supports and promotes mental health and wellbeing across the legal services sector. They have 2 main focuses. Their first is in providing direct suppo…

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Probate Mastery Secrets: Leads, Attorneys & Marketing Strategies Revealed 54:27

2M ago54:27

54:27

Unlock probate success with Bruce as he dives into key topics like building relationships with estate attorneys, using mail services vs. in-house marketing, discovering hidden probate properties, and getting certified in Probate Mastery! Learn the pros and cons of mail services, essential materials for attorney meetings, and how to add value to bus…

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026: What if Tutu needs a Trustee? 31:01

2M ago31:01

31:01

Not everyone is blessed with capable, responsible children willing to serve as Trustee :) What can tutu do if she loves those grandbabies but doesn’t really trust any of them to serve in this very important role? This week’s podcast features the expert guidance of Malia Alexander from Maximum Legal Services Corporation, a company that serves as a p…

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Probate Leads & Real Estate: Must-Know Strategies for 2025! 1:29:45

2M ago1:29:45

1:29:45

Learn how to find probate leads, craft the perfect probate letter, and uncover expert strategies for real estate success in 2025! 🚀📈 #RealEstate #ProbateLeads 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 01:47 How to Find Out If Someone Had a Will or Trust 3:08 Unlocking Probate: Key Questions to Ask About Wills & Trusts 05:25 Are Paid Probate Lead…

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"Delegate Now to Supercharge Your Profits" 26:42

3M ago26:42

26:42

The Today's Wills and Probate Podcast welcomes back Dan Warburton, a law firm consultant and trainer who specialises in helping individuals delegate work more effectively; in the process junior staff are elevated, the individual has a happier work/life balance, and ultimately the firm can be more profitable. It's a soapbox Dan has jumped on before …

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025: Scott Corderman Teaches Us How Tutu Can Stay Independent with In-Home Services Covered by Her Health Insurance 44:57

3M ago44:57

44:57

Scott Corderman’s vocation is working as a registered nurse with Kaiser Permanente serving patients in the community that are homebound. His avocation is…the same! Scott is the volunteer chair for the Maui Chapter of the Alzheimer's Association. In this tactical episode of Taking Care of Tutu, Scott walks us through how health insurance, specifical…

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024: Help Tutu Find an Adorable Companion with Assistance Dogs of Hawaii 30:51

3M ago30:51

30:51

This week on the podcast, we welcome Mo Maurer and Emily Stauffer from Assistance Dogs of Hawaii! Mo and Emily give us a peek into the meticulous process of training service dogs, starting from the selection of purpose-bred puppies throughout their placement with individuals in need. We learn how Assistance Dogs of Hawaii handles 28 puppies at diff…

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Mastering Probate Real Estate: Attorney Referrals, Cold Calls & Lead Strategies 1:08:50

3M ago1:08:50

1:08:50

Unlock the secrets to probate real estate success! In this episode, Bruce and industry experts discuss how to build strong attorney relationships, handle cold call objections, and refine lead filtering strategies. Learn proven follow-up techniques, marketing tips, and prospecting methods to grow your probate business. Don't miss these valuable insi…

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"Tech is only as good as the data you put in it" 27:10

3M ago27:10

27:10

In the second episode of the fourth series of the Today's Wills and Probate Podcast, host David Opie sat down with Taz Khalid, CEO, and Jean Ward, COO of My Probate Solicitor (MPS), to discuss the launch of the new business and the introduction of ZENA—an AI-powered “warrior princess” designed to streamline probate services for an ageing and growin…

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Mastering Probate: Tips on Follow-Ups, Lead Value, & Navigating the Process | Expert Insights 1:01:35

3M ago1:01:35

1:01:35

Unlock powerful strategies for probate follow-ups, handling difficult calls, and understanding lead value! In this video, we dive into tips on selling property without a will, handling old probate leads, clearing clutter for investors, and navigating California's probate timeline. Whether you're a real estate investor or just getting started, you w…

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Mastering Probate Sales: Bruce’s Top Strategies, Objection Hacks & Lead Conversion Tips 1:05:44

3M ago1:05:44

1:05:44

Unlock proven strategies for successful probate sales, handling objections, and boosting conversions with Bruce’s insights! 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 01:57 Defining a Success Story in Probate | Bruce's Insights 11:10 Anda Inquires: How to overcome "We Have Everything Covered" Objection 11:49 Bruce's Thought: Getting on the Same P…

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Tackling the 'yawning gap' between professional and care sectors 24:31

4M ago24:31

24:31

In the first episode of the fourth series of the Today's Wills and Probate Podcast, host David Opie is joined by Alison Hesketh of TimeFinders; a service best described as providing later life admin support. Filling the "yawning gap" between the legal and financial professions, and the care sector, Timefinders was set up in 2010 following Alison's …

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Unlocking Probate Secrets: Strategies for Building Relationships & Growing Your Business 1:02:48

4M ago1:02:48

1:02:48

In this video, experts discuss proven probate strategies, including accessing free records, working with attorneys, and building your pipeline. Learn tips from seasoned professionals like Bruce, on how to approach courthouses, overcome probate challenges, and maximize referrals. Plus, get valuable insights into networking events, multi-touch campai…

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023: Jessika Galvez and Ohana Care Maui on Creating a Company that Supports Caregivers and Those They Care For 39:03

4M ago39:03

39:03

Jessika Galvez, the heart and soul behind Ohana Care Maui, joins us to share her journey from a Certified Nursing Assistant to the founder of a thriving in-home care agency. Motivated by working in the industry and a client's encouragement, Jessika launched her company in 2014, focusing on compassionate, high-quality care for Maui's seniors. She di…

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Mastering Probate Marketing & Building Relationships | Expert Insights on Tech, Attorneys & Content Strategy 1:01:48

4M ago1:01:48

1:01:48

Discover top strategies from Bruce, and others on handling probate challenges, leveraging tech, and building strong attorney relationships! 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:15 Bruce Discusses: "Being Relevant When It Matters" 13:23 Michael Shares: Navigating Probate in New Jersey 13:59 Michael Seeks Solutions: Competing with Tech-Sav…

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022: How Can Tutu Take Care of Her Brain? 53:01

4M ago53:01

53:01

Join us as we sit down with neuropsychologist Dr. Thomas Harding, Clinical Director of the Maui Memory Clinic. Dr. Harding offers insights into the range of cognitive issues that can arise with age, from subjective cognitive impairment (SCI) to mild cognitive impairment (MCI) and dementia, emphasizing the critical nature of early identification. Di…

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021: What if Tutu Only Needs a Couple Hours of Home Care? 36:30

4M ago36:30

36:30

Mary Lester, our guest and the vice president of Ho'okele Home Care, tells us about the Vivia program, in which clients receive task-based services without the traditional four-hour daily minimum. Mary explains how such task-based services can revolutionize home care by catering to specific needs like medication management or shower assistance, mak…

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Real Estate Secrets: Drop Mail Success, Goal Setting, & Probate Tips You NEED to Know! 1:02:23

4M ago1:02:23

1:02:23

Learn key real estate strategies, including the power of drop mail marketing, goal setting for success, and insider tips on probate sales, to help you grow your business and overcome challenges in the industry 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 02:37 Melanie Shares: A New Approach with Drop Mail Marketing 05:04 Bruce Discusses Direct Mail…

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020: The Heart of Hospice Maui: Supporting Families Through End-of-Life Care with Tanya Barbero 40:09

5M ago40:09

40:09

Tanya Barbero, outreach coordinator at Hospice Maui, joins us to share her profound journey of over four decades in healthcare. Following her own rare bone cancer diagnosis, Tanya found her true calling in hospice care, where she advocates for embracing a "good death." Her story offers a touching perspective on how personal experiences can transfor…

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019: The Importance of having Independent Living Plans for Returning Veterans 24:06

5M ago24:06

24:06

Richard McDonald, a formidable advocate for veterans on Maui, joins us to share the work he has done as a rehabilitation counselor for returning veterans. Richard documented their needs and advocated for the creation of a Community-Based Outpatient Clinic. The CBOC was built in 1988, transforming the landscape of veteran care on Maui. Richard passi…

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Mastering Real Estate: Listing Strategies, Divorce Leads, and Attorney Scripts 1:01:26

5M ago1:01:26

1:01:26

Discover the keys to real estate success in this jam-packed session! Learn about the 3 service tiers for listings, how to work divorce leads effectively, and game-changing guaranteed sale strategies. Plus, get insider tips on connecting with attorneys, using divorce records for property research, and creating lasting value in your real estate busin…

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Unlocking Probate Secrets: Court Visits, Reverse Mortgages, & Family Disputes Explained 1:00:02

5M ago1:00:02

1:00:02

In this in-depth discussion, industry experts break down complex probate topics from court visits and handling reverse mortgage foreclosures, to understanding estate disputes and finding the right attorney. Whether you're a real estate professional or dealing with probate, learn essential tips for navigating these challenges and turning tough situa…

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018: Margie Albete and Zaira Katsuda Teach Us How to Apply for Medicaid 47:17

5M ago47:17

47:17

We’re delighted to chat with Margie Albete and Zaira Katsuda from Hale Makua Health Services. With Margie’s amazing 41 years of experience in financial counseling and admissions, paired with Zaira's expertise on the nursing side, we explore the meticulous process of ensuring potential residents meet both clinical and financial qualifications. Their…

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