015: Demystifying Title Insurance and Navigating Complex Real Estate Transactions with Kevin Sayles
Probate Notes: Your Guide to Navigating California Probate Law
Release Date: 10/21/2025
030: Exempt Sellers and Real Estate Disclosures in California Probate with Teresa Gorman
Probate Notes: Your Guide to Navigating California Probate Law
Understanding real estate disclosures in probate sales can be deceptively complex, especially when exempt sellers are involved. In this episode of Probate Notes, host Sam Price sits down with Teresa Gorman to break down what fiduciaries, trustees, and personal representatives need to know when selling California probate property. Together, they unpack who qualifies as an exempt seller, what properties are covered, and which disclosures still matter despite statutory exemptions. Teresa brings a rare dual perspective as a former trust and estate attorney and current broker with Fiduciary Real...
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029: Working With Public Administrators in Probate Cases with Shane Duncombe
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam Price explores how public administrators step in when probate cases become complicated or family members are unavailable. Attorney Shane Duncombe joins the conversation to share practical insights into when and why a public administrator gets appointed, how they investigate estates, and what attorneys should expect when working alongside them. Shane explains the public administrator’s role in contested estates, orders to show cause, missing heirs, fiduciary duties, statutory fees, bonding requirements, and how neutral third-party administration can help...
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028: Probate Asset Inventory Explained with Gabriela Fisk
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam Price sits down with professional fiduciary Gabriela Fisk of IE Fids to unpack what really goes into documenting and managing personal property in probate and conservatorship cases. Drawing on her background in insurance and fiduciary work, Gabriela explains why thorough asset documentation is essential not just for compliance, but for risk management, transparency, and reducing conflict among beneficiaries. Gabriela walks through her methodical, boots-on-the-ground process for inventorying homes, vehicles, safe deposit boxes, and specialty collections,...
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027: Marshaling Financial Accounts in Probate: A Practical Guide for Executors
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, host Sam Price breaks down the practical realities of marshaling financial accounts during probate administration. The conversation focuses on what executors and administrators must actually do after appointment, including tracking down accounts, working with banks, and gathering the documentation needed to access estate funds without delays or missteps. The discussion also clarifies the key differences between cash accounts, brokerage accounts, paper securities, and retirement accounts, with special attention to timing, tax implications, and required minimum...
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026: Terrence Franklin: When Probate Law Changed a Family’s Fate
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam welcomes trust and estates litigator Terrence Franklin for a powerful conversation that blends probate law, history, and personal discovery. Terrence shares that, decades into his legal career, he uncovered a 19th-century will contest that directly shaped his family’s freedom and reshaped his understanding of the law’s role in justice. The discussion traces Terrence’s path from Harvard Law School to trust and estates litigation, before turning to the remarkable story of his fourth great-grandmother, Lucy, who was enslaved in the 1840s. Through a...
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025: How Client Care Specialists Improve Consultations and Firm Growth with Brandie Cooper
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam flips the script and brings listeners inside his own law firm to explore a part of probate practice that often gets overlooked: the first phone call. That initial conversation sets the tone for the entire attorney-client relationship, shaping expectations around cost, timeline, communication, and trust. Sam explains why attorneys are often not the best people to handle these early conversations and how a well-trained intake professional can improve both client experience and firm efficiency. Joining Sam is Brandie Cooper, a client care specialist at Price...
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024: How Attorneys Can Break Burnout and Reclaim Energy with Sharon Vidano
Probate Notes: Your Guide to Navigating California Probate Law
In this episode of Probate Notes, Sam welcomes Sharon Vidano, a former criminal defense attorney turned certified life coach, for a conversation about mindset, energy, and intentional living in the legal profession. Drawing on her own experience practicing law, Sharon explains why so many attorneys find themselves living on autopilot, pushing through long hours, high stress, and constant demands without ever stopping to ask whether the life they’re building actually feels fulfilling. Sharon introduces the idea of “living by default” versus “living by design,” emphasizing that change...
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023: Inside Probate Mediation with Daniel I. Spector
Probate Notes: Your Guide to Navigating California Probate Law
Family disputes over trusts and estates don’t just involve legal questions. They carry decades of emotional history, misunderstandings, and tension that money alone can’t resolve. In this episode of Probate Notes, Sam sits down with veteran trust-and-estate mediator Daniel I. Spector to explore how mediation offers an effective, human-centered alternative to years of bruising litigation. Dan walks through what mediation actually looks like inside probate disputes — how neutral fact-framing works, why listening for understanding (not rebuttal) changes negotiations, and how collaborative...
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022: Renewals & What Practitioners Miss with Paul Shakarian
Probate Notes: Your Guide to Navigating California Probate Law
Probate bonds play a critical role in California probate cases, yet many practitioners still find the process confusing. In this episode of Probate Notes, Sam sits down with attorney and surety-bond specialist Paul Shakarian to clarify how bonds work, how applicants get approved, and the factors that influence underwriting. Paul shares his transition from practicing law to running a bond agency, along with practical guidance on premiums, renewals, bond riders, and exoneration. His insights help attorneys, fiduciaries, and administrators avoid common bonding pitfalls that stall probate cases....
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021: Revolutionize Legal Mailing: Streamlined Solutions with EDEX Information Systems with Chris Floyd
Probate Notes: Your Guide to Navigating California Probate Law
Ever felt bogged down by the endless paperwork in the legal field? On this episode of Probate Notes, Chris Floyd from EDEX Information Systems shares how his company is revolutionizing the way legal professionals handle their mail. Chris shares how EDEX transitioned from aiding the California State Workers' Compensation System to becoming an essential partner for attorneys, especially during the pandemic's shift to remote work. Learn how the challenges of managing extensive mailings in probate law can be effortlessly overcome with EDEX's innovative print and mail service. Imagine if sending...
info_outlineWhat 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 verifying ownership and shielding against fraud. At the same time, Kevin enlightens us with his expert insights on risk assessment and data gathering for fiduciary transactions. Their conversation shines a light on the responsibilities of title officers and the smooth facilitation of property sales when personal representatives are at the helm.
Shifting gears, Sam and Kevin tackle the convoluted challenges of the Rent Escrow Account Program (REAP) in Los Angeles. They unravel the hurdles faced by property owners entangled in this program due to neglected properties and the subsequent financial woes they encounter. They explore the extensive remediation required to exit REAP, including inspections and resolving outstanding issues. Sam and Kevin’s discussion also highlights the impact of REAP on property sales, emphasizing the vital role of title insurance in disclosing liens and encumbrances that influence financing options.
In the final segment, Sam and Kevin delve into the complexities of property liens and compliance notices. Discover how preliminary title reports serve as essential tools in the escrow process, revealing the state of a property's title and existing liens. They discuss scenarios in which buyers might accept properties with existing liens and the importance of transparent communication regarding easements. Kevin and Sam offer practical advice for navigating probate sales, emphasizing the importance of clear communication and organization to ensure successful transactions, even in the face of economic uncertainty.
In this episode, you will hear:
- Exploring the intricacies of title insurance, particularly in probate cases, and its role in verifying ownership and preventing fraud
- Los Angeles's Rent Escrow Account Program (REAP) and the remediation process for properties involved
- The challenges of securing financing for properties under REAP and navigating potential government actions affecting sales
- The importance of preliminary title reports in the escrow process and how they disclose liens and encumbrances
- Implications of property liens and code enforcement violations on title insurance and financing
- Probate sale postponements and the role of personal representatives in ensuring successful transactions
- Practical tips for real estate professionals managing probate sales, emphasizing communication and documentation
Resources from this Episode
The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw
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Episode Credits
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