최고 Probate 팟캐스트 (2025)

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044: REPLAY: Chelsea Fernandez and the Importance of Connection for Maui Veterans 27:50

24h ago27:50

27:50

Aloha and welcome back to Taking Care of Tutu. Today is Veteran's Day, and in recognition of that, we're replaying one of our favorite episodes — a conversation with Chelsea Fernandez, a U.S. Army veteran who's dedicated herself to supporting other veterans right here in Hawai'I, especially younger veterans from more recent conflicts who were not a…

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018: From Catering to Courtrooms: Mastering California Probate Law with Susan Ghormley and LeAndra McCormick 1:01:03

1d ago1:01:03

1:01:03

What happens when two professionals swap the heat of the kitchen for the intricate world of probate law? On today's episode of Probate Notes, discover how Susan Ghormley and LeAndra McCormick, both private professional fiduciaries, transitioned from catering to navigating the complexities of estate management with precision and care. Susan, a forme…

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What can be done to improve mental health and wellbeing in legal services? 37:39

13d ago37:39

37:39

As more than half of lawyers say they anticipate leaving their role within the next five years because of poor mental health and wellbeing, the latest Today's Wills and Probate Podcast tackles the issue head on with a wide ranging discussion on what organisations can do to protect their staff. Joining the podcast are Trish McLellan and Niamh Warnoc…

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Why Practicing “Chanting” Makes Probate Prospecting/Conversations Feel Effortless 1:14:20

19d ago1:14:20

1:14:20

In this call, the community dove deep into probate prospecting and what really happens when you start practicing the conversations that move your business forward. If your delivery feels off, it’s usually not because you don’t know what to say. It’s because you haven't learned how to say it yet. Bruce explains how to teach yourself through a simple…

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043: A Medicaid Detective Story: Unravelling a 23-Year-Old Deed Mistake 24:56

5d ago24:56

24:56

In this deeply personal episode, Meg sits down with Heritage Hall (name changed for privacy), a client who bravely agreed to share her family's story—an anonymous conversation from a small island community about love, caregiving, and a legal mystery decades in the making. When a 98-year-old family matriarch needed 24-hour care, her family faced the…

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017: Unlocking Probate Real Estate: Insights and Opportunities with Bill Gross 32:48

8d ago32:48

32:48

In this episode of Probate Notes, Sam dives into the complexities of probate real estate with expert guest Bill Gross. Bill, a seasoned realtor who made a unique transition from aerospace and electronics to real estate, shares his experiences and expertise in the specialized field of probate and trust litigation. Sam and Bill explore the often-over…

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016: Transforming Probate Filing: The Rise of E-Filing with Rapid Legal with Joshua Jones and Tony Bumpers 48:09

15d ago48:09

48:09

What if you could transform the way your law firm handles court filings overnight? On this episode of Probate Notes, Sam sits down with Joshua Jones and Tony Bumpers from Rapid Legal to uncover how their groundbreaking technology is reshaping the landscape of probate matters. Discover the ease of managing court fees and filings through a sophistica…

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042: When a Joint Trust Isn't the Best Idea 16:08

19d ago16:08

16:08

In this episode of the Taking Care of Tutu podcast, we break down some of the frequently asked questions from last week at our law firm, which turned out to be different versions of a central question: Should married couples always have a joint trust? Spoiler alert — not always. Meg shares three common situations where a joint trust might actually …

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How To Find Probate Real Estate Leads ( + Different Conversation Approaches) 1:07:55

19d ago1:07:55

1:07:55

Learn how to fix your real estate pipeline by integrating probate leads. In this clip, Bruce Hill explains the psychology of conversations that reveal real estate opportunities without sounding pushy. You’ll discover how to ask questions that align people with the info you need, filter prospects faster, and build a consistent probate lead system th…

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015: Demystifying Title Insurance and Navigating Complex Real Estate Transactions with Kevin Sayles 42:51

22d ago42:51

42:51

What if navigating the labyrinth of real estate transactions could be simplified? On today's episode of Probate Notes, join Sam as he sits down with Kevin Sayles from Lawyers Title to unlock the secrets behind title insurance, especially in the intricate world of probate cases. Sam and Kevin dissect the crucial role title insurance plays in verifyi…

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Composing a legacy; mixing a jazz career with estate planning 21:36

27d ago21:36

21:36

The latest episode of the Today's Wills and Probate Podcast, takes a musical tur as host David Opie welcomes John Heavens, CEO of Your Legacy Solutions - and a professional jazz musician. John shares with David his background and how the worlds came to collide; and how he manages to balance his two professions. By day, he leads a tech-driven estate…

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014: Mastering Probate Accounting: Insights from Marcia Campbell's Journey 32:49

29d ago32:49

32:49

Marcia Campbell, a seasoned CPA with a heart for protecting seniors' finances, joins Sam on this episode of Probate Notes to share her remarkable journey from Buffalo, New York, to becoming a leading figure in California's probate accounting scene. A scandal in Riverside ignited her passion, and now she's making waves at Smith Marion, expanding her…

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041: Tutu Makes a Funeral Plan 24:20

1M ago24:20

24:20

It's not something we really want to think about, but it is something we all need. Our guests this week, Renie Menor and Raji Gaskin of Nakamura Mortuary and Maui Memorial Park, teach us about stress-free funeral planning. With Renie's extensive 15-year background in pre-planning and sales, paired with Raji's expertise as a funeral home manager and…

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Probate Real Estate Marketing That Keeps You Everywhere (Without Spending More) 1:08:32

1M ago1:08:32

1:08:32

In this coaching call, Bruce Hill and the Estate Professionals Mastermind community break down exactly how to use omni channel probate real estate marketing to stay everywhere from mailers to short-form videos to attorney interviews without burning through your budget or sounding pushy. You’ll learn how to: -Build trust with families, attorneys, an…

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013: Mastering Probate Real Estate: Insights and Strategies with Matias Baker Masucci 42:26

1M ago42:26

42:26

What does it take to master California probate real estate? On this episode of Probate Notes, join Sam for an engaging conversation with Matias Baker Masucci, who transitioned from the fast-paced world of entertainment to become a seasoned real estate broker in Southern California. Matias reveals how his entertainment background has provided him wi…

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The Probate Process EXPLAINED (And Common MISTAKES to Avoid) 1:03:39

1M ago1:03:39

1:03:39

Probate Process confusion doesn’t just slow you down...it stops client relationships before they even start. 👉 Families often believe probate is “finished” the moment Letters of Testamentary are issued. 👉 Agents are challenged on what to say or do next when objections pop up because they don’t fully understand the next steps. 👉 Investors walk away …

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How to protect yourself from the rise of undervaluing estates claims 26:53

1M ago26:53

26:53

The probate industry is under increasing pressure to demonstrate practitioners have acted in the best interest of the estate, particularly as beneficiaries become more financially dependent on inheritances. The Probate Registry has done much to ease the pain of delays and now private enterprise is playing its part in helping law firms and probate p…

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040: How Nā Hoaloha Helps Tutu Live Independently with Care and Connection 34:19

1M ago34:19

34:19

Picture this: a small act of kindness, a simple meal delivered to someone in need, evolving into a 29-year legacy of community service. That's the story behind Nā Hoaloha, a nonprofit organization on Maui dedicated to enriching the lives of older adults. In this episode, Meg is joined by King Van Nostrand to unravel the offerings of Nā Hoaloha. Wit…

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012: Exploring Title Insurance and Probate: Navigating Legal Challenges with Courtney Writer 49:41

1M ago49:41

49:41

On today's episode of Probate Notes, attorney Courtney Writer, Vice President at Fidelity National Title, joins Sam for an exploration into the world of title insurance and its intersection with probate matters. With tales of their shared history at Price Law Firm and amusing birthday contests in Oak Glen, Courtney shares her professional journey. …

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039: Maui Food Bank's Pursuit of a Hunger-Free Maui 19:12

2M ago19:12

19:12

From a post-wild fire Lahaina's market to mobile grocery trucks traveling into underserved areas, the Maui Food Bank is reimagining food assistance for Maui residents. In this episode, Meg welcomes Lisa Paulson, Executive Director of the Maui Food Bank, to explore how their programs are meeting urgent community needs. You'll hear how the Food Bank'…

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011: Cultivating Professionalism and Civility in the Courtroom with Hon. Judge Mary Thornton House 42:21

2M ago42:21

42:21

The Honorable Judge Mary Thornton House, a retired judicial officer from the Los Angeles Superior Court, joins Sam for the latest episode of Probate Notes with her profound expertise in probate matters. From her early beginnings in Memphis to her distinguished legal career in Los Angeles, Judge House opens up about her journey and current role as a…

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Reimagining house clearances in the digital age 14:43

2M ago14:43

14:43

In this episode of the Today’s Wills and Probate podcast, host David Opie is joined by Elka Goldstein, founder of Sort & Store, to explore how estate clearance is being reimagined for one of probate’s most emotionally fraught tasks: clearing a loved one’s home. Sort and Store has taken the traditional house clearing process and introduced a digital…

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Probate Cold Calling Objections: Get More Call Wins With Less Resistance 1:19:52

2M ago1:19:52

1:19:52

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

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010: Empowering Professionals with International Tax Knowledge with Janet Brewer 55:08

2M ago55:08

55:08

What happens when a seasoned attorney from Silicon Valley steps into the world of probate law? On this episode of Probate Notes, explore this intriguing question with Janet Brewer, an esteemed lawyer whose career journey took her from the Chicago suburbs to the cutting-edge technology scene of California. Janet's personal story reveals a path shape…

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038: How a Cup of Cold Water's Mobile Outreach Delivers Essential Supplies to Maui's Unsheltered 24:29

2M ago24:29

24:29

What if people need food, water, and supplies, but they can't get to where those items are distributed? Join us as we hear from Chuck Spence of A Cup of Cold Water to hear the impactful story of an outreach mission on Maui dedicated to supporting the unsheltered community by traveling to them. This organization brings essential supplies directly to…

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009: Navigating Real Estate Law: Insights on Probate, Property Disputes, and Estate Planning with Jennifer Felton 48:09

2M ago48:09

48:09

Ever wondered how real estate law intertwines with probate to affect the transfer of property? Join Sam for this episode of Probate Notes, as he unravels these complexities with insights from Jennifer Felton, an accomplished attorney who has transformed challenges in the escrow world into a thriving legal career. Jennifer shares her journey from be…

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Probate Real Estate Specialist Guide: How Realtors & Investors Build Predictable Income 1:09:17

2M ago1:09:17

1:09:17

Probate real estate is one of the biggest untapped opportunities in 2025. Learn how probate real estate specialists are dominating this niche and turning inherited property leads into a profitable source. In this group coaching call, certified probate real estate experts break down: → How to position yourself as the go-to probate agent or investor …

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How financial innovation can complement traditional probate services 31:13

2M ago31:13

31:13

In this episode of Today’s Wills and Probate, host David Opie welcomes Dan Baines, Founder and CEO of Advanced Inheritance, for a deep dive into the growing role of probate lending in modern estate administration. With delays in probate often leaving beneficiaries in financial limbo, organisations like Advanced Inheritance now offer a regulated, co…

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008: Unlocking Hidden Treasures: Navigating Probate Real Estate with Elizabeth Miffleton 36:11

2M ago36:11

36:11

On this episode of Probate Notes, Elizabeth Miffleton, a respected name in the California real estate market, reveals her remarkable journey from banking to becoming a sought-after agent specializing in probate and trust properties. Her story is an inspiring one, marked by her transition from a successful stint at Bank of America to founding a para…

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Probate Real Estate Specialist Reveals How to Win Heirs’ Trust (Even When They Lie) 1:05:44

2M ago1:05:44

1:05:44

Probate real estate doesn’t have to feel vulture-like. Learn how a Probate Specialist turned trust into 4 deals in 2 weeks. 00:00 – Building a pipeline without sounding like a vulture 02:30 – From Stranger to Trusted Guide: Helping Families Who Just Lost a Loved One 32:40 – This Heir Remembered James’ Name Just From His Marketing 43:08 – When Heirs…

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037: Aloha on Every Plate: How Hale Kau Kau Serves Over 1000 Meals Each Week 27:00

3M ago27:00

27:00

Learn how Hale Kau Kau, located at St. Theresa's Church in Kihei, is tackling food insecurity by providing dinner seven days a week, as well as dinner deliveries to homebound individuals. We listen while Matt Andrews, head chef, and Barry Rosenfeld, advisory board president, describe a day at Hale Kau Kau, where volunteers navigate six delivery rou…

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How I Convert Probate Leads Using a Resource Package & Follow-Up Plan ( + VA execution tips) 1:09:57

3M ago1:09:57

1:09:57

If you’re working probate leads without a system, you’re probably losing deals you could be closing. In this video, you’ll learn exactly how to create a probate resource package and follow-up plan that builds trust fast, keeps you top-of-mind, avoid you from sounding "always pitching". What you’ll learn in this video: 2:12 How the 12-Minute Rule bu…

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How to Get a Probate Attorney Referral (Timing + Nurture Tips) 1:02:33

3M ago1:02:33

1:02:33

Getting probate attorney referrals comes down to two things: timing and nurturing. In this coaching call, Bill Gross and Bruce Hill share: -When to approach probate attorneys so they actually listen -Tips to nurture those relationships without feeling salesy -How networking moves turn into referral pipelines -Why attorneys can become your most cons…

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007: Effective Communication in the Probate Process with Bud Garvin 40:44

3M ago40:44

40:44

What role do probate referees play in the intricate world of California probate law? Join Sam for this episode of Probate Notes as he sits down with Bud Garvin, an experienced probate referee with a fascinating background that transitions from business broker and appraiser to an appointed expert by the state comptroller's office. They unravel the u…

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006: Unlocking Real Estate Title Insurance: Navigating Probate and Property Challenges with Kevin Sayles 50:03

3M ago50:03

50:03

What if the small cost of title insurance could guard your most significant investment against unforeseen claims? On today's episode of Probate Notes, Sam sits down with Kevin Sayles, Vice President and Probate Expert at Lawyers Title, to unravel the intricacies of real estate title insurance. Kevin shares his journey from banking and lending to be…

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005: Navigating Specialty Lending and Estate Settlements in California Probate with Tanis Kluever 38:38

3M ago38:38

38:38

On today's episode of Probate Notes, join Sam for an eye-opening discussion with Tanis Kluever, a senior account executive from Commercial Loan Corporation (CLOANC), who specializes in the niche field of probate and irrevocable trust loans. Have you ever wondered why major banks steer clear of these types of loans? Tanis shares her fascinating jour…

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As a Probate Real Estate Specialist, Why Lease Option Should Be Part of Your Strategy 1:01:33

3M ago1:01:33

1:01:33

Every probate real estate specialist whether you’re an investor or a realtor should know the benefits of a lease option and how it can give you a competitive edge in your offer stacking... In this Q&A, Credit Specialist Paul Ritter reveals how lease options can: 👉🏼 Save deals when buyers aren’t mortgage-ready 👉🏼 Give sellers flexible and appealing …

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AI Hacks Helping Probate Real Estate Specialist Work Less and Earn More 1:09:06

3M ago1:09:06

1:09:06

What Bruce, Bill, and the EPM community share in this coaching call will save you hours of trial and error. If you’re a probate real estate specialist, watch these AI tips and hacks to working smarter, staying organized, and using AI the right way. As much as we’d all love to say hard work wins the game, the truth is this: AI is one of those rare t…

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036: How Gammie Home Care Can Help Tutu Stay in Her Home 33:40

3M ago33:40

33:40

Gammie Home Care has been a cornerstone of the Maui community since 1986, and we've got its founder, Paul Gammie, and his daughter and business partner, Dale Shimabuku, on the podcast! We'll hear how Paul transitioned from a family rental business to a pioneer in the home medical equipment industry. Paul shares how he served the growing needs of Ma…

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Probate Real Estate for Beginners: From Overthinking to Gaining Weekly Momentum 59:13

3M ago59:13

59:13

You're doing your best to build your probate real estate business, but deep down, something still feels off. You've done the research. You’ve skimmed some of these coaching calls. You know more than enough to get started. But when it’s time to actually *put it all together…*make the calls, say the right words, stay consistent…it feels like you’re s…

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004: Exploring New Frontiers in Real Estate with Justin Fautsch 44:03

3M ago44:03

44:03

Justin Fautsch, a vibrant force in the real estate realm, joins Sam on Probate Notes and unfolds his fascinating transition from the medical device industry into co-founding Vimvi Real Estate. With a journey that started at the University of Iowa and led to the bustling streets of Los Angeles, Justin reveals his passion for leadership and entrepren…

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035: Should Tutu title her real estate Tenants by the Entirety? 9:01

3M ago9:01

9:01

How can Tutu safeguard her real estate in Hawaii? If she's married, she can hold title as Tenants by the Entirety, even if she has a trust. Join Meg as she breaks down this often misunderstood method of holding title, exclusively available to married couples and registered reciprocal beneficiaries. You'll gain insights into how this ownership struc…

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How to Build Authority in Probate Real Estate (and Stop Losing Leads Who Google You) 1:05:40

4M ago1:05:40

1:05:40

In this jam-packed session, we cover 11 real-world real estate strategies that work—from building your brand vs. brokerage identity, to the #1 probate question attorneys love, to how one simple video got 7,255 views in a week. Whether you’re an agent, investor, or just getting started in probate, we discuss how to stand out, secure callbacks, build…

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Remember A Charity Week: Getting involved in 2025 33:36

4M ago33:36

33:36

This episode of the Today’s Wills and Probate Podcast is hosted by David Opie and features Lucinda Frostick, Director of Remember A Charity, and Meg Edwards, a solicitor specialising in trusts and estates disputes at Shakespeare Martineau. Their discussion centres on legacy giving, inheritance tax, and the importance of clear communication between …

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003: Selling Real Estate In Probate 24:51

4M ago24:51

24:51

Have you ever wondered why selling real estate in a California probate case can feel like navigating a labyrinth? On this episode of Probate Notes, Sam, your host and certified specialist in estate planning, trust, and probate law, is here to guide you through the maze. Most often, it is real estate that puts an estate in probate. This episode unra…

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002: The 6-Stage Probate Process 40:32

4M ago40:32

40:32

What happens when someone passes away and has to go through probate? On this episode of Probate Notes, join Sam as he unpacks this question and more. In this episode, Sam introduces you to his proprietary six-stage probate process, crafted especially for professionals navigating the California probate system. With a focus on John Doe's intestate es…

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New to Probate Real Estate? Do This in The Next 30 Days 1:16:33

4M ago1:16:33

1:16:33

Overwhelmed by probate real estate? Watch this before making your next move. This live coaching call breaks down exactly what to focus on in your first 30–90 days without overthinking or just getting lost on the list of things to do. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 01:58 Getting Started in Probate: First 30 Days to Build Real Momentum …

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Hammer time for probate property 30:18

4M ago30:18

30:18

In this episode of the Today’s Wills and Probate Podcast, host David Opie explores the evolving world of probate property sales through the lens of auctions. He’s joined by Russell Taylor, Managing Director and Auctioneer at probate.auction, and Corin Holness, Corporate Relationship Director. Together, they unpack how the auction process is helping…

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Cold Calling Probate Scripts That Works for 2025 (Watch This Before Your Next Call) 1:19:33

4M ago1:19:33

1:19:33

Tired of cold calling probate leads and getting ghosted? If you're a realtor or investor trying to break through probate conversations, don't miss this episode In this group coaching session, Bruce Hill and the EPM community unpack what matters in probate marketing: ✨ Less friction. ⏱ Timing matters. 🔁 But above all? Consistency, especially in how …

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001: Sam Price and the Probate Notes Podcast 19:38

4M ago19:38

19:38

In this inaugural episode of Probate Notes, host Sam Price, a certified specialist in estate planning, trust, and probate law, takes listeners on a personal and professional journey. The challenges Sam's family faced after his father's untimely death without an estate plan inspired him. Sam shares how those experiences profoundly impacted his caree…

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