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Today's Wills & Probate Podcast

Today's Wills and Probate

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The Today's Wills & Probate Podcast will speak to some of the industry's most influential people and those at the forefront of innovation. Listeners will have the opportunity to pick up key business insights, gain valuable knowledge and ask questions to guests.
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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 probate practice with expert insights, practical strategies, and real-world solutions for attorneys, paralegals, fiduciaries, and professionals i ...
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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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, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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The Probate Agent

Anthony Nitz

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Real Estate Agents need to specialize in some aspect of their real estate business if they truly want to enjoy true success. Probate is by far one of the best real estate niches out there. The gurus teach you one thing, this podcast teaches you the truthe about being The Probate Agent everyone calls. http://TheProbateAgent.com
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Have a senior in transition? Let The Probate Podcast help! More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics ra ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don’t be one of the 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 02:25 How to Learn Real Estate Strategies Beyond MLS Listings 02:44 Stop Only Offering Traditional Listings: Explore Creative…
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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…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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💼 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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