Los mejores podcasts de Probate (2024)

1
016: What Was it Like to be on Maui During WWII? Scott Fisher Reflects on His Service as a U.S. Marine and His Project to Preserve Maui’s WWII History 43:55

2d ago43:55

43:55

We’re keeping our November Veteran’s Month going by welcoming Scott Fisher, a Marine Corps veteran, historian, and dedicated Maui community member to the podcast! Scott shares his personal experiences as a marine deployed at Guantanamo Bay, Saudi Arabia, Kuwait, and Okinawa, then describes his oral history project collecting stories from Maui WWII …

1
Strategies for Winning Leads, Conversions & Overcoming Challenges 1:06:04

5d ago1:06:04

1:06:04

Discover powerful strategies for dealing with probate leads, structuring deals, and hitting conversion goals in real estate. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:35 Joan’s Niche Market Win: Cash Offers on a Tribal Probate Lead 04:26 Bruce’s Strategy: Structuring Deals with Buyer Pre-Qualification 28:56 Priya’s Challenge: Dealing with Res…

1
Probate administration; better or worse? 32:13

11d ago32:13

32:13

What is the current sentiment across the profession around wills, probate, client experience, speed of administration, attitude toward financial services... that is the topic of the latest Today's Wills and Probate which delves into the recently published "Bereavement Index"; an annual report tracking the key issues facing individuals and firms dea…

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015: Chelsea Fernandez and the Importance of Connection for Maui Veterans 27:18

10d ago27:18

27:18

This week on the Taking Care of Tutu Podcast, we are delighted to welcome Chelsea Fernandez, U.S. Army Veteran and tireless volunteer for veterans. Born on the Big Island, Chelsea moved to Maui after she returned from Iraq in 2005. Recognizing that many younger veterans—especially those from recent conflicts—weren’t aware of the resources available…

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Probate Real Estate Strategies: Real Questions, Expert Advice & Practical Tips 1:07:12

12d ago1:07:12

1:07:12

Get essential probate real estate advice covering everything from starting fresh, handling sensitive calls to spouses, connecting with attorneys, and navigating probate properties in tight markets. Bill and other experts share actionable insights to help you stand out and succeed in probate real estate. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction …

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Real Estate Tips: Probate, Foreclosure, Leads & Strategies 1:06:27

18d ago1:06:27

1:06:27

Bruce dives into powerful real estate strategies from closing on probate properties to managing warm leads! Get expert advice on handling guardianships, foreclosure, tracking letters, and breaking into niche markets. Plus, learn how to take action, embrace professional confidence, and much more 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 06:34 Nor…

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014: Pastor Bill Staton Advocates for Maui Vets 59:18

19d ago59:18

59:18

This week we welcome Pastor Bill Staton, a retired veteran and veterans’ services counselor on Maui, to the podcast. Originally, Bill’s job was helping veterans navigate the complex systems of veterans’ financial benefits. However, Bill quickly realized the need to advocate for the holistic needs of veterans returning from conflicts and their famil…

1
Shared experience; insight and best practice in estate administration 37:04

25d ago37:04

37:04

Legal Services Director at Kings Court Trust Charlotte Toogood joins the latest Today's Wills and Probate podcast to impart her experience of working in estate administration over the last 16 years. With contentious probate on the rise Charlotte shares her thoughts on what we can do as practitioners, and how we can better advise families to either …

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013: Does Tutu Need a Conservatorship & Guardianship? 17:42

26d ago17:42

17:42

What happens if tutu loses the capacity to make her own decisions? Who can make those decisions for her? In this solo episode of the Taking Care of Tutu podcast, we review what happens if tutu has not made prior legal arrangements, such as a power of attorney or an advance health-care directive. Specifically, we’ll discuss the process of filing a c…

1
Unlocking Real Estate Success: Proven Strategies for Lead Generation & Attorney Partnerships 1:03:30

26d ago1:03:30

1:03:30

Join us as we dive into effective techniques for securing listings, building rapport with leads, and engaging attorneys. From probate, and real estate insights to co-hosting seminars, discover how to elevate your real estate game and attract clients in need of estate planning 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:28 How to Secure a Future…

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Case Review: The Lessons of Leonard v Leonard 29:37

1M ago29:37

29:37

Today's Wills and Probate Host David Opie is joined by Birketts' Head of the Private Wealth Dispute Team Bernadette Baker and Partner in the team Kate Harris to discuss the case of Leonard v Leonard; a convoluted and disputed probate case concerning the estate of Jack Leonard and the validity of two separate Wills. Bernadette leads with a comprehen…

1
Real Estate Secrets: From Door-Knocks to Deals 1:00:13

1M ago1:00:13

1:00:13

Join us as we dive into essential strategies for navigating open insurance claims, building strong attorney relationships, and maximizing outreach efforts in real estate. Discover firsthand experiences from industry experts like Bruce, David, and Bernie, who share their insights on overcoming challenges and achieving success in the probate market. …

1
QualitySolicitors - The next chapter 26:23

1M ago26:23

26:23

As one of the disruptors in the wake of the Legal Services Act 2007 QualitySolicitors (QS) was launched in 2009 with the ambition to help the high street fight back against the anticipated onslaught of major brands entering the legal market - so-called 'Tesco Law.' QS grew rapidly, with firms up and down the country adopting the familiar black and …

1
Unlocking Probate Success: Tips, Wins & Strategies from Industry Experts 59:55

1M ago59:55

59:55

Dive into expert insights on probate services, social media strategies, networking tips, and real-life wins from professionals in the field. Discover how to enhance your business with virtual assistants, content creation, and effective outreach techniques to connect with attorneys and families in need. Join the conversation for invaluable tips on t…

1
012: But Who’s Caring for the Caregivers? Kathleen Couch and her team at Maui Adult Day Care Centers! 49:23

1M ago49:23

49:23

This week on the Taking Care of Tutu podcast we’re happy to have Kathleen Couch, program coordinator & caregiver at Maui Adult Day Care Centers. We’ll learn about the four locations for Maui Adult Day Care Centers, how they differ, and the services provided. Kathleen shares her 20 years of experience working with seniors to teach us how to enhance …

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011: Teana Kahoohanohano & Alohi Gomes Serve Tutu with Aloha at Hale Makua Health Services 57:57

2M ago57:57

57:57

Join us this week on the Taking Care of Tutu Podcast as we sit down with Teana Kahoohanohano and Alohi Gomes from Hale Makua Health Services. Teana and Alohi share what motivated them to work at Hale Makua and their commitment to giving back to our local kūpuna. We think you’ll be surprised by the variety of services Hale Makua offers–from skilled …

1
Free and low cost will schemes - good or bad? 25:46

2M ago25:46

25:46

Free and low cost will schemes are an established part of the wills and probate sector, providing charities with valuable legacy income streams, and practitioners with their largest source of lead generation. The latest Today's Wills and Probate Podcast welcomes Richard Millar of Capacity Marketing on to discuss the value of free and low cost will …

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Real Estate Secrets: Cash Buyers, Probate Strategies & iBuyer Insights 1:06:29

2M ago1:06:29

1:06:29

Join us for an engaging discussion on the intricacies of the real estate market, featuring expert insights from Bruce, Reine, and others. Discover how to identify and target cash buyers, navigate probate transactions, and leverage iBuyers for maximum profit. Whether you're a seasoned investor or just starting, this video offers practical tips and s…

1
Don't forget about attendance allowance 21:11

2M ago21:11

21:11

Dean Morgan is the Managing Director of a franchise of Grey Matters Consultancy; a business founded with the aim of meeting the needs of those in retirement at the point they need additional assistance, and for offering guidance to those who have the responsibility for their care. Dean is himself a franchisee based in Cardiff with a background in s…

1
Unlocking Success in Probate Real Estate: Expert Tips & Real Wins! 1:05:55

2M ago1:05:55

1:05:55

Join Bruce, and other probate experts as they share powerful insights and real-life successes in probate real estate. From leveraging referral circles to navigating complex property issues, discover why you don’t need all the answers right away and how to enhance client engagement. Learn about effective strategies for cold emailing, commission stru…

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010: Debbie Priest and Clint Langham Welcome You to Roselani Place 37:42

2M ago37:42

37:42

We're thrilled to welcome Debbie Priest and Clint Langham from Roselani Place to the podcast! Roselani Place, located in Kahului, is Maui's only licensed assisted living and memory care community. Debbie and Clint guide us through the comprehensive services offered at Roselani Place, which spans independent living to enhanced memory care. Debbie an…

1
The launch of the National Association of Independent Administrators 21:38

2M ago21:38

21:38

Helen Stewart, Partner and Head of Probate at Thomson, Snell & Passmore joins the latest Today's Wills and Probate Podcast to discuss the launch of a new association to support collaboration and best practice amongst independent administrators (IAs) and estates in conflict. The National Association of Independent Administrators (NAIA) brings togeth…

1
Transform Your Real Estate Game: Secrets to Success in Probate Calls & Seminars 1:15:03

2M ago1:15:03

1:15:03

🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 01:37 Courtney’s Success: Smiling and Dialing – Gaining Traction with Probate Calls and Videos 03:35 Bruce on Courtney’s YouTube Success: Handling Calls from Multiple Platforms 04:44 Angelica’s Nerve-Wracking Attorney Visit: Understanding the Offer for a Trust Seminar 05:42 Bruce on Building Attorney Rel…

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009: A Glance into Life at Kalama Heights with Tim Johnston 31:36

2M ago31:36

31:36

Many of our clients express their wish to age in place. But what if home is no longer the best place for them? Can a senior with reclusive tendencies transform into a vibrant, active community member? Now that we have an understanding of Medicaid in Hawaii, let’s take a look at the senior living facilities we have here on Maui. Starting us off, we’…

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Wills in North America vs England & Wales 32:08

2M ago32:08

32:08

Tim Hewson joins the Today's Wills and Probate podcast to discuss LegalWills - his Canadian-based technology company providing will writing and estate planning services in Canada and North America. The business started in a bar in Ottawa where Tim and his colleagues were discussing whether any of them, all successful tech high-flyers, had a will or…

1
Top Real Estate Tips: Estate Contacts, High-End Markets, & Vendor Groups 1:01:36

2M ago1:01:36

1:01:36

In this week's coaching call, explore essential strategies and insider tips from probate and real estate experts. Learn how to find opportunities beyond the personal representative in real estate, unlocking potential with additional estate contacts, and more. Don’t miss these actionable insights to boost your success! #realestate #probaterealestate…

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008: What if Tutu has Too Much to Qualify for Medicaid? 18:58

2M ago18:58

18:58

In our last episode of Taking Care of Tutu, we learned what tutu is allowed to own and still qualify for Medicaid in Hawaii. But what if tutu has more than that? What if she has a house, or more than $2000? Does she have any options? On this episode of "Taking Care of Tutu," we’ll discuss tutu’s options to qualify for Medicaid while still preservin…

1
007: Does Tutu Qualify for Medicaid? 11:35

2M ago11:35

11:35

If you’ve ever tried to google how to qualify for Medicaid, you know it’s SO confusing. Even though Medicaid is a federal program, it’s a little bit different in every state. It’s so common for our clients to leave their Medicaid google search more confused than when they began it! Can tutu own a home? A car? A bank account? A pension? What happens…

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Mastering Real Estate: Expert Strategies for Probate, Client Nurturing, & Building Key Relationships 1:04:51

2M ago1:04:51

1:04:51

Join Bruce and other experts as they break down proven real estate strategies, from offering value in the probate niche to nurturing long-term client relationships. Discover how to accelerate client decisions, strengthen connections through zoning law updates, and use subtle approaches to build trust. Gain insights on building teams, utilizing mail…

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AML and sanctions data collection - What you need to know 36:38

3M ago36:38

36:38

The Solicitors Regulation Authority (SRA) has recently requested law firms complete an anti-money laundering and sanctions data collection exercise. The SRA is required by Office for Professional Body Anti-Money Laundering Supervision (OPBAS) to take a risk-based approach to supervision and is requesting firms complete the requested information as …

1
Pro Tips for Probate and Real Estate: Expert Advice, Strategies, and Insights Revealed 1:07:16

3M ago1:07:16

1:07:16

In this week's coaching call, explore essential strategies and insider tips from probate and real estate experts. Learn how to tackle formal probate processes, optimize social media for video content, and more. Don’t miss these actionable insights to boost your success! 🌟📈 #realestate #probaterealestate #probaterealtor #realestateinvestor #realesta…

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006: Brandon Jarnesky of United Construction Group wants to help Tutu Make Her Home Safer 31:56

3M ago31:56

31:56

Last week we learned about decluttering tutu’s home and organizing to establish safer living spaces. But what if the home needs modifications? Brandon Jarnesky of United Construction Group is on the podcast this week to teach us some of the most common modifications he sees homeowners make in order to ensure the home is safe and accessible for seni…

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005: Create Your Honu Space with Belia Paul 40:39

3M ago40:39

40:39

Interested in a more peaceful and organized life? Belia Paul of A Honu Space is on the podcast to share practical tips on making homes safer and more accessible, easing future burdens on family members, and understanding the deep emotional ties to cherished belongings. Learn how proactive estate and living space management can be a priceless gift t…

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Managing Overwhelm in Probate and Business: Strategies for Success 49:36

3M ago49:36

49:36

In this week’s coaching call, Bruce Hill, and Probate Mastery students/alumni discuss managing overwhelm in probate and business: strategies for success, maximizing friday productivity: balancing projects, prospecting, and content creation, and more! #realestate #probaterealestate #probaterealtor #realestateinvestor #realestatecoaching #realestatei…

1
Optimizing Your Database to Forge Strong Attorney Connections 57:46

3M ago57:46

57:46

Thanks for watching our latest podcast, Optimizing Your Database to Forge Strong Attorney Connections. In this week’s coaching call, Bill Gross, and Probate Mastery students/alumni discuss why getting your real estate license could be a game-changer for investors, starting in probate and real estate investing, and more! #realestate #probaterealesta…

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004: Jackie Boland & AARP Hawaii Want to Help You Age in Place this Saturday! 43:05

3M ago43:05

43:05

Get ahead of the curve in planning for a successful aging journey with insights from Jackie Boland, Community Outreach Director and 29-year employee of AARP Hawaii. Learn about the upcoming Maui Aging in Place Workshops on August 24th, featuring sessions on estate planning, housing options, home modifications, and more. Jackie emphasizes the critic…

1
Essential Steps to Gaining Traction in Your Real Estate Business 59:36

3M ago59:36

59:36

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bruce Hill, Bill Gross, and Probate Mastery students/alumni discuss baby-stepping into the business, gaining traction in business, and more! If you are exploring the idea of building a probate niche in your real estate business…

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003: How to Do Your Estate Plan 16:55

4M ago16:55

16:55

We’ve learned about probate in Episode 002, and we know we’d like to avoid it. We’re imagining a world in which loved ones receive our assets in a simple, stress-free way, with no legal complications. Join us today as we simplify estate planning, focusing on when it is and is not appropriate to name beneficiaries on financial accounts. We consider …

1
Normalising charity legacies and leaving gifts in wills 28:52

4M ago28:52

28:52

Behaviour change campaign Remember a Charity is a consortium of around 200 charities dedicated to growing the legacy market; helping charities develop what is an increasingly vital long term revenue stream. In the latest Today's Wills and Probate Podcast, host David Opie is joined by Lucinda Frostick, Director at Remember a Charity and Chris Millwa…

1
Real Estate Success: Mastering Probate Leads 1:00:43

4M ago1:00:43

1:00:43

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss the real estate journey and challenges with probate leads, addressing the common lack of action in the real estate business, and more! If you are exploring the idea of buil…

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Unlock Real Estate Success: Mindset Shifts & Strategic Youtube Focus 52:39

4M ago52:39

52:39

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss mindset shift, YouTube focus, and a challenging property sale, and more! If you are exploring the idea of building a probate niche in your real estate business, take this F…

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Finding Your Niche, Launching a Probate YouTube Channel & Messaging Strategies 56:07

4M ago56:07

56:07

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss finding your niche and expanding beyond data and cold calling, starting a probate YouTube channel with personal passion, and more! If you are exploring the idea of building…

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002: What is Probate, and How Can I Avoid it? 14:34

4M ago14:34

14:34

Perhaps you have heard the term “Probate” and wonder, “What is involved in the process?” Or maybe a loved one has passed away and you are responsible for probating his or her estate? In this episode, we describe what is required to settle an estate through probate in Hawaii. We break down why many people aim to avoid probate, a process that can be …

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Understanding the cost of legacy fundraising 32:08

4M ago32:08

32:08

Ashley Rowthorn, CEO and Kath Horsley, Senior Consultant at Legacy Futures join the Today's Wills and Probate podcast to discuss their latest piece of research on the investment charities make in their marketing. The Legacy Marketing Benchmarks report provides insight into helping charities understand what legacy marketing is enable charities to be…

1
Mastering Probate Business Growth 55:10

4M ago55:10

55:10

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss when to call the personal representative, crafting compelling voicemail messages to reach potential clients, and more! If you are exploring the idea of building a probate n…

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001: Caring for Elderly Parents? Get a Power of Attorney While You Still Can! 12:30

5M ago12:30

12:30

Have you been caring for your elderly parents or grandparents? Are you paying their bills, taking them to the doctor, managing their prescriptions? In this pilot episode of Taking Care of Tutu, we introduce you to the indispensable power of attorney – a crucial legal document. We'll explain why you need a general durable power of attorney and the a…

1
Boosting Probate Success: Listings, Certification, After Care, and Marketing Strategies 49:03

5M ago49:03

49:03

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss increasing probate content and gaining listings from my sphere of influence, starting probate certification classes with excitement, and more! If you are exploring the idea…

1
Regulation, collaboration and the response to the CMA Guidance 30:57

5M ago30:57

30:57

Regulation, collaboration and the response to the Competition and Markets Authority review of will writing services all form part of the latest Today's Wills and Probate Podcast. Host David Opie is joined by Antony Brinkman; CEO of the Willwriting Partnership and Chair of the Professional Standards Board (PSB). At the outset Antony explains the rol…

1
Why Knowing Your Market is Essential in Real Estate 49:09

5M ago49:09

49:09

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss building valuable referral partnerships, finding the right business partners in overlapping industries in real estate, and more! If you are exploring the idea of building a…

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Growing Your Presence: The Power of Consistent Content Creation 56:05

5M ago56:05

56:05

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss how patience pays off: encouraging inherited property sellers, scaling success: capturing email addresses for growth, and more! If you are exploring the idea of building a …

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