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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A real estate podcast breaking down the California probate process, hosted by Justin Borges of The Borges Real Estate Team. Learn how to navigate probate, avoid common mistakes, and maximize property value during inheritance.
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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 "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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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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We help the Berkshire community navigate the Probate Path, so they can spend more time and energy with their loved ones, and less time on managing the process.
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Pod from Thomas Mansfield Wills and Probate
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What all does Beaufort County's probate court do for our community? Well Probate Court Judge Heather Galvin is here to answer those questions! Join us once a month as we delve into different fields that probate court handles.
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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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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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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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033: How Can Tutu Increase Her Bone Density?
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33:47Tutu wants to protect her bones so if she falls, she can get right back up! Maui Physical Therapist Christie Newsom joins us to revolutionize our understanding of bone health through strength training. Inspired by renowned researcher Dr. Belinda Beck, Christie shares her study of the Onero system and why it is successful in managing osteoporosis. W…
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Real Estate Strategies That Work in 2025
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1:04:54Whether you're just starting or fine-tuning your process, this video breaks down high-impact strategies for probate, lead management, marketing, and content creation. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 00:55 What to Send When a Lead Isn’t Ready Yet 03:38 Sharing My Vacant Property Mailing Strategy 14:18 Returned Mail? What Happens When Va…
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How are blended families and digital data reshaping genealogy services?
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35:45In this episode of the Today’s Wills and Probate podcast, host David Opie welcomes Anthony Allsopp, Head of Business, and Simon Barber, Technical Manager at Title Research, to explore the nuanced challenges of probate genealogy and the role of missing beneficiary insurance. The conversation begins with a look at Title Research’s history, from its f…
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032: Legal Tips for Tutu from the Obenauf Law Group Team
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21:44Tutu has questions, and we are here for them! What if someone is the beneficiary of a trust, but the Trustee has not given them a copy of the trust or any idea what is happening? How can she protect her property in case her child gets divorced or sued? What if she already put that child on title? (sigh, tutu!!) Her child wants to build an ohana on …
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How Are You Making a Living in Probate? Real Stories, Real Strategies, Real Income
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1:23:16Curious how professionals are making real income in the probate niche? In this video, we explore how agents, investors, and entrepreneurs build sustainable income through probate leads, AI tools, and consistent systems—while juggling other responsibilities. 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 06:17 Start With the 5 Core Competencies 06:29 …
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031: Living Aloha: How Hale Mahaolu Provides Housing, Personal Care, and Meals for Tutu
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36:01Anders Lyons, Executive Director of Hale Mahaolu, joins us this week on the podcast to teach us all about the origins, mission, and services provided by Hale Mahaolu. From housing and meals to personal care and housing counseling, Anders shares the organization's commitment to fostering independent living through affordable housing options across M…
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Interview: Professor Nick Hopkins; Modernising Wills Law
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42:51The project to modernise wills law book-ends the career of Professor Nick Hopkins in his role as the Commissioner for Property, Family and Trust Law at The Law Commission as he departs in the coming months following the end of his tenure. Before he departs Nick sits down with Today's Wills and Probate Podcast host David Opie to discuss the culminat…
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Mindset, Metrics & Messaging: What Top Probate Pros Know That Most Don’t!
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1:02:51Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate 🕛🕛Timestamp Navigation 🕛🕛 00:00 Introduction 03:58 Mindset Shift: Celebrate Wins Beyond Closings 07:14 Bruce on Tracking KPIs for Probate Success 10:00 Bill on Delegating Content Creation: Why AI Ca…
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Building a national brand in end-of-life planning
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22:32In this episode of the Today’s Wills and Probate Podcast, host David Opie welcomes Sam Grice, founder of Octopus Legacy (formerly Guardian Angel), to discuss the origins, evolution, and future ambitions of one of the fastest-growing companies in the end-of-life planning and bereavement support space. Sam's journey into the wills and probate sector …
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Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!
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57:48Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” 🧠 Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to nav…
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Can Executors Live in a Probate House in California? Here’s the Truth
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4:58Executors often ask: Can I live in the inherited house during probate? This episode breaks down California law, beneficiary rights, and what to do if you’re in Pasadena or LA County.על ידי Justin Borges
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The Most Powerful Probate Tool You’re Probably Not Using
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1:00:37Discover 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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I can't believe I get paid to do this!
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24:21In 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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Designing a Business That Works for YOU! Unlock Success with These Tips
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1:04:21Learn 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
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29:27Maui-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
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5:59If 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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029: Lahaina is Not for Sale: The Lahaina Community Land Trust
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37:17Meg 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
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1:03:57Unlock 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?
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5:42Find 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.על ידי Justin Borges
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Probate Success Secrets: Real Talk on Leads, Mistakes, Attorneys & What Actually Works
1:01:50
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1:01:50Thinking 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
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24:17The 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
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7:37In 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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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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continue reading

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Common Probate Mistakes When Selling a Family Home in Los Angeles
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3:56Probate 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.על ידי Justin Borges
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Who Pays the Mortgage on a Probate House in California?
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7:26When 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.על ידי Justin Borges
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Navigating Probate: The Hidden Challenges of Property Management
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5:36Can 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
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5:53Estate 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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Special Edition: Wills Act 2025 - What can we expect from the Law Commission report?
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38:34In 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
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45:24Maui 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!
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1:16:15In 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
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36:46Welcome 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
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26:41Arken 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!
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1:00:12Unlock 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
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33:39Hear 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
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37:49Join 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
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18:10In 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
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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
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1:21:38Thinking 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
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21:48Podcast 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
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54:27Unlock 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?
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31:01Not 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
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1:29:45Learn 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
26:42
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26:42The 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
44:57
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44:57Scott 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
30:51
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30:51This 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
1:08:50
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1:08:50Unlock 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
27:10
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27:10In 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
1:01:35
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1:01:35Unlock 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
1:05:44
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1:05:44Unlock 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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