Probate Notes: Your Guide to Navigating California Probate Law
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 in the probate industry. Each episode dives into key topics, from foundational probate concepts to advanced litigation strategies, helping you master the nuances of probate practice. Whether it's fixing court examiner deficiencies, tackling probate litigation, or staying ahead of legislative updates, you'll get actionable guidance to streamline your cases and elevate your expertise. Expect guest interviews with top probate attorneys, fiduciaries, and legal experts, as well as a dedicated segment answering listener questions. Whether you’re a seasoned probate attorney or just starting in the field, Probate Notes will help you navigate probate with confidence, clarity, and efficiency. 🎧 Subscribe now on Spotify, Apple Podcasts, YouTube, and all major platforms. Submit your questions and be part of the conversation!
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026: Terrence Franklin: When Probate Law Changed a Family’s Fate
01/06/2026
026: Terrence Franklin: When Probate Law Changed a Family’s Fate
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 meticulously drafted will and a contested probate proceeding in Florida, Lucy and her family were ultimately freed and transported to Illinois. What began as family lore evolved into a documented legal record, including trial transcripts, probate inventories, and judicial rulings, all of which remain available today. Sam and Terrence explore the legal mechanics of emancipation through probate, including bond requirements, jurisdictional differences across states, the role of estate-planning attorneys, and the real consequences of probate litigation. The episode also reflects on legacy—how lawyers, clients, and courts shape outcomes that can echo for generations—and what it means to “bend the arc of history toward justice” through intentional action. This episode offers a rare look at probate law not just as a technical process, but as a force capable of protecting freedom, preserving truth, and shaping the future. In this episode, you will hear: A 19th-century will that emancipated an enslaved family through probate How a contested estate preserved freedom and a family legacy The role of estate planning attorneys in navigating emancipation laws Probate court records that survived fire, time, and near erasure Executor duties that extended far beyond asset distribution Lessons modern probate practitioners can draw from historic cases How one estate plan shaped generations to come Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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025: How Client Care Specialists Improve Consultations and Firm Growth with Brandie Cooper
12/30/2025
025: How Client Care Specialists Improve Consultations and Firm Growth with Brandie Cooper
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 Law Firm, who shares her perspective from the front lines of probate intake. Drawing on her background in banking, sales, and client service, Brandie explains how she gathers essential information, guides conversations with empathy, and helps families feel supported during an emotionally difficult time. Together, Sam and Brandie discuss how structure, compassion, and clear boundaries can lead to better outcomes for both clients and law firms. This conversation offers insight for probate attorneys considering whether to delegate initial consultations and for professionals who want to understand what it takes to excel in a client-facing intake role. In this episode, you will hear: Why initial probate consultations often work better when handled by a non-attorney How intake professionals gather key information without giving legal advice Setting clear expectations around probate timelines, costs, and communication Managing emotionally charged calls with empathy while guiding the conversation Common objections and challenges families raise during probate intake The importance of finding the right personality for a client care role How effective intake systems support client retention and firm growth Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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024: How Attorneys Can Break Burnout and Reclaim Energy with Sharon Vidano
12/23/2025
024: How Attorneys Can Break Burnout and Reclaim Energy with Sharon Vidano
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 starts with awareness. By noticing thought patterns, emotional reactions, and areas of dissatisfaction, attorneys can begin to make intentional choices about how they show up at work and at home. She shares examples of how mindset shifts can transform difficult client interactions, reduce emotional exhaustion, and improve professional outcomes without requiring a career change. A major theme of the discussion is energy preservation. Sharon explains how unmanaged stress and constant reactivity drain mental and emotional reserves, making even routine tasks feel overwhelming. She offers simple tools such as pausing, reframing thoughts, and intentional breathing to help regulate the nervous system in high-pressure moments, whether in court, client meetings, or negotiations. The episode also explores why growth is difficult to sustain on its own. Sharon discusses the value of coaching, accountability, and structured support, especially for attorneys who are used to self-reliance. Rather than adding more to an already full plate, coaching helps attorneys work more intentionally with the time, energy, and resources they already have, leading to greater clarity, confidence, and fulfillment. In this episode, you will hear: Living by default vs. living by design Why attorneys are prone to burnout and autopilot thinking Awareness as the foundation for change Mindset shifts that improve client interactions Energy preservation in high-stress environments Breathing techniques to reset during tense moments Visioning exercises to clarify what you truly want The role of coaching and accountability in sustainable growth Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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023: Inside Probate Mediation with Daniel I. Spector
12/16/2025
023: Inside Probate Mediation with Daniel I. Spector
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 compromise gives families far more control over outcomes than courtroom battles ever can. Daniel I. Spector is a partner at Hanson Bridgett and a neutral with Judicate West, with over 30 years of experience litigating and mediating complex trust, estate, financial elder abuse, and conservatorship disputes throughout California. If you’ve ever wondered how some of the most emotionally charged legal cases resolve without trials, this episode provides a rare behind-the-scenes look at the process. In this episode, you will hear: The practical differences between litigation and mediation in trust and estate disputes Why most probate conflicts resolve through settlement rather than trial How neutral fact statements guide productive negotiations The importance of listening for understanding instead of rebuttal How mediation addresses both financial issues and family dynamics A step-by-step walkthrough of a realistic probate mediation scenario Key traits and experience needed to become an effective mediator Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
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022: Renewals & What Practitioners Miss with Paul Shakarian
12/09/2025
022: Renewals & What Practitioners Miss with Paul Shakarian
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. Sam and Paul take listeners through the lifecycle of a probate bond, from application to exoneration, so every professional involved in probate can move through the process with greater confidence. In this episode, you will hear: A clear breakdown of surety bonds and how they differ from insurance The criteria underwriters use when reviewing bond applications How bond amounts change during administration and the role of riders Renewal timelines, premium calculations, and refund practices Joint liability concerns for co-administrators and safer bonding options Challenges self-represented administrators face when seeking approval The final steps needed for bond exoneration at the close of a case Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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021: Revolutionize Legal Mailing: Streamlined Solutions with EDEX Information Systems with Chris Floyd
12/02/2025
021: Revolutionize Legal Mailing: Streamlined Solutions with EDEX Information Systems with Chris Floyd
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 physical mail were as simple and secure as sending a DocuSign document. In this conversation, Sam and Chris explore EDEX’s certified mailing solutions that ensure secure, trackable delivery of legal documents, providing verification akin to that found in electronic document handling. They highlight the advantage of tracking first-class mail, which is typically not tracked by the postal service, and its seamless integration with case management platforms like Clio. This discussion reveals the precision and reliability of EDEX's services, which help meet court requirements and maintain effective client communications. For those weary of mailing mishaps, the episode also uncovers EDEX's check printing and mailing solutions designed for efficiency and reliability. From time-sensitive mailings to flawless check signing processes, Chris explains how these solutions address businesses with fluctuating mailing needs. With features like automatic expense tracking and digital signatures, EDEX offers user-friendly services that streamline operations without the burden of setup or monthly fees, making it an ideal partner for any firm looking to enhance its mailing logistics. Tune in to learn how EDEX can transform your legal document handling with ease and precision. In this episode, you will hear: Evolution of EDEX Information Systems from serving the California State Workers' Compensation System to legal professionals Comparison of EDEX's certified mailing service to DocuSign for physical mail Integration of mailing solutions with case management platforms like Clio Benefits of EDEX's check printing and mailing solutions for law firms Efficiency and reliability in managing large volumes of legal mail Immediate credit for first-time users to test EDEX's mailing system Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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020: From Rock to the Courtroom: Aaron Feldman's Journey and Mastering Estate Law Challenges
11/25/2025
020: From Rock to the Courtroom: Aaron Feldman's Journey and Mastering Estate Law Challenges
On this episode of Probate Notes, Aaron Feldman from Feldman Law Group shares his remarkable journey from the world of music to the corridors of law, offering listeners a narrative rich with unexpected turns and insights. You'll hear about Aaron's educational experiences at UC Santa Barbara and Southwestern University and how his passion for the music industry was redirected towards a rewarding career in civil litigation and municipal law. His roles with the Department of Water and Power and the City of Thousand Oaks exemplify the resilience needed to navigate a shifting legal landscape and the unique challenges that can redirect one's professional path. Sam and Aaron also illuminate the complexities of estate law, focusing on the nuances of community property issues that arise in both probate and non-probate contexts. They provide insights on the importance of community within the trust and estates sector and the value of courageous networking. Sam and Aaron delve into the legal ramifications of transferring assets without a surviving spouse's consent, highlighting the essential knowledge needed to navigate these challenges. This conversation is crucial for professionals keen to understand the significance of unauthorized non-probate transfers and the legal pathways available to address these situations. Sam and Aaron further explore the intricacies of estate planning in blended families, emphasizing the need for spousal consent documents to ensure a seamless distribution of assets. By sharing real-life scenarios, they underline the importance of well-crafted estate plans to prevent familial conflicts and ensure client satisfaction. Finally, Sam encourages professionals, from attorneys to real estate agents, to embrace the probate process with confidence, enhancing their expertise through our podcast. In this episode, you will hear: Aaron Feldman's career transition from the music industry to law, focusing on civil litigation and municipal law His educational background at UC Santa Barbara and Southwestern University, and early career experiences with the Department of Water and Power and the City of Thousand Oaks Estate law complexities, particularly community property issues in probate and non-probate contexts Importance of community and networking within the trust and estates legal sector Legal challenges of unauthorized non-probate asset transfers and the necessity of spousal consent in estate planning Navigating estate planning in blended families to prevent conflicts and ensure equitable asset distribution Approaching probate with confidence and expanding their expertise Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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019: Colombia to California: Catalina Castaneda's Journey in Probate Real Estate
11/18/2025
019: Colombia to California: Catalina Castaneda's Journey in Probate Real Estate
On this episode of Probate Notes, Catalina Castaneda, a seasoned real estate agent from Riverside, California, unfolds her incredible journey. From her roots in Colombia to her thriving niche in probate real estate, Catalina brings a wealth of experience shaped by her international business and logistics background. Her story exemplifies the power of relationship-building and marketing, as she shares how these skills have been instrumental over her 15-year career in real estate. Catalina’s approach, especially her ability to connect with Hispanic clients through language and empathy, offers insightful lessons for those navigating the real estate landscape. Transitioning from an immigrant with a foreign degree to a successful real estate professional in Southern California was no small feat for Catalina. She recounts how a Craigslist opportunity as an assistant and Spanish translator became the foundation for her flourishing career. With determination and a genuine passion for connecting with clients, Catalina went from navigating a post-crash real estate market to building a strong network and securing her real estate license. The enduring relationships she cultivated are a cornerstone of her success, marked by continuous engagement and mutual respect long after deals are closed. Probate real estate is complex, filled with emotional and legal challenges that Catalina knows all too well. She shares poignant stories from her career, illustrating the importance of empathy and understanding when families face the difficult task of managing estate properties. Her personal experiences, coupled with her professional insights, provide valuable guidance for agents considering this niche. Catalina’s heartfelt narratives about clients underscore the profound connections tied to family homes, offering a compelling look at the human side of real estate. Join us for an episode that combines expertise with compassion, featuring stories that are both inspiring and instructive. In this episode, you will hear: Catalina Castaneda's journey from Colombia to becoming a probate real estate expert in California Transition from a foreign degree to a successful real estate career in Southern California Building a career from a Craigslist opportunity as an assistant and translator The importance of relationship-building and marketing in real estate success Navigating the emotional and legal complexities of probate real estate with empathy Personal stories and challenges that families dealing with inherited properties face Strategies for agents considering a niche in probate real estate, emphasizing compassion and understanding Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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018: From Catering to Courtrooms: Mastering California Probate Law with Susan Ghormley and LeAndra McCormick
11/11/2025
018: From Catering to Courtrooms: Mastering California Probate Law with Susan Ghormley and LeAndra McCormick
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 former attorney and English teacher, combines her meticulous attention to detail with her past in elder abuse litigation to directly help families. At her side, LeAndra manages the financial operations of their business, drawing on her experience orchestrating grand catering events. Together, they form a dynamic duo, proving that diverse backgrounds can enrich the fiduciary landscape. Susan and LeAndra's journey is a testament to the versatility required in fiduciary work. From organizing political rallies and weddings to managing client homes as a private chef, they've honed the skills of coordination and communication vital for fiduciary roles. They delve into the nuances of their profession, offering a candid look at the challenges newcomers might face, like long waits for payments, and the complex, emotionally charged nature of the work. Their shared insights create a blueprint for cultivating a varied background and effectively navigating the emotional terrain of client interactions and estate management. The evolution of fiduciary practices and the role of technology in modernizing probate property sales are also on the table. Adapting to a more digitized world, Susan and LeAndra discuss how their team uses tools like Microsoft Teams to streamline operations across a geographically dispersed team. They emphasize continuous learning, networking, and the Professional Fiduciary Association of California's role in advocacy and education to nurture new entrants into the field. As they share the rewarding aspects of the fiduciary profession, this episode underscores their passion for guiding vulnerable individuals and resolving family disputes with skill and neutrality. In this episode, you will hear: Susan Ghormley and LeAndra McCormick's unique paths from catering to probate expertise The skills transferred from catering to fiduciary work, with an emphasis on communication and coordination Challenges and rewards of fiduciary roles, including lengthy payment timelines and the importance of networking Modernizing fiduciary practices with technology to enhance efficiency and transparency The vital role of fiduciaries in managing estates, preserving family relationships, and ensuring neutrality The significance of continuous learning, mentorship, and advocacy in the fiduciary profession Importance of complementary skills and trust in Susan and LeAndra's partnership for successful estate management Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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017: Unlocking Probate Real Estate: Insights and Opportunities with Bill Gross
11/04/2025
017: Unlocking Probate Real Estate: Insights and Opportunities with Bill Gross
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-overlooked opportunities within estate sales, especially in the challenging California market. Through their stories and professional expertise, they discuss how effective communication and collaboration between realtors and attorneys can ensure smooth transactions and minimize disputes among beneficiaries and heirs. Sam and Bill’s conversation provides a fresh perspective on marketing neglected estate properties and understanding their potential for investors and homebuyers willing to take on renovations. The episode highlights the importance of ordering preliminary title reports and the dynamics of coordinating efforts between legal and real estate professionals. Bill also shares his vision for a national real estate platform to educate and enhance professional standards within the probate sector. With an emphasis on continuous learning and specialization, this episode offers real estate agents and legal professionals the knowledge they need to create lasting value for their clients. In this episode, you will hear: Bill Gross's career transition from aerospace and electronics to probate real estate The unique challenges and opportunities in navigating California probate law The importance of communication and collaboration between realtors and attorneys Strategies for optimizing estate property sales and addressing potential contentions with beneficiaries and heirs Dynamics between realtors and attorneys, including response times and communication styles Building a national real estate platform to enhance professional standards in the probate sector The role of realtors in providing business advice and guiding heirs through the probate process Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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016: Transforming Probate Filing: The Rise of E-Filing with Rapid Legal with Joshua Jones and Tony Bumpers
10/28/2025
016: Transforming Probate Filing: The Rise of E-Filing with Rapid Legal with Joshua Jones and Tony Bumpers
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 sophisticated online portal that promises to eliminate the headaches of traditional methods. With the ability to track filings accurately and handle transactions more efficiently, Rapid Legal is not just changing the game. It's setting new standards for legal processes. Sam, Joshua, and Tony chart the course of e-filing's rise across California, starting with Orange County's pioneering efforts that paved the way for other regions. They address the growing pains law firms face during this technological transition and how integrating tools like Clio can make the process seamless. Joshua and Tony shed light on the evolution towards mandatory e-filing in counties like Alameda and Los Angeles, while also discussing the exceptions, such as Riverside County's unique rules. Their conversation also touches on the critical role of strategic partnerships in overcoming operational challenges. But it's not all smooth sailing. Sam, Joshua, and Tony tackle the common stumbling blocks of document rejections and the nuances of electronic signatures. With Rapid Legal's comprehensive services, from e-filing to nationwide document retrievals, law firms gain not only efficiency but also valuable data insights to refine their operations. Whether you're new to the world of e-filing or a veteran looking to optimize your workflow, this episode offers a treasure trove of advice and expert guidance to elevate your practice. In this episode, you will hear: The rise of electronic filing (e-filing) for probate matters with Rapid Legal's technology Evolution of e-filing across California, with Orange County as a pioneer Challenges and solutions for law firms transitioning to mandatory e-filing Common reasons for court document rejections and tips to avoid them Overview of Rapid Legal's comprehensive services, including e-filing, document retrieval, and data insights Strategic partnerships and integrations with systems like Clio for improved efficiency Detailed data analytics and order summary reports to enhance e-filing performance and operational efficiency Resources from this Episode Rapid Legal: Create an Account with Rapid Legal: The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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015: Demystifying Title Insurance and Navigating Complex Real Estate Transactions with Kevin Sayles
10/21/2025
015: Demystifying Title Insurance and Navigating Complex Real Estate Transactions with Kevin Sayles
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 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: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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014: Mastering Probate Accounting: Insights from Marcia Campbell's Journey
10/14/2025
014: Mastering Probate Accounting: Insights from Marcia Campbell's Journey
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 practice in court accountings. Marcia also shares her experiences as a woman in accounting, providing a candid look into the challenges and triumphs that have shaped her impressive career. Estate accounting can be a labyrinth, but Marcia breaks it down with expertise and clarity. By focusing on the critical importance of meticulous financial documentation, she explains the distinction between receipts and capital gains, as well as their impact on an estate's financial standing. Sam and Marcia navigate the complexities of balancing gains and losses, ensuring every transaction aligns perfectly for a smooth probate journey. They untangle the intricacies that often perplex both seasoned professionals and newcomers in the probate field. For those facing unique assets like sole proprietorships and Dividend Reinvestment Programs, Marcia's insights are invaluable. She highlights the importance of proper documentation and maintaining carry value for non-liquidated assets, like vehicles, throughout probate. Whether you're a CPA aspiring to break into court accountings or a seasoned probate professional, Marcia’s advice on simplifying processes and her dedication to education and experience are essential takeaways. Don’t miss this opportunity to make probate less daunting, as we wrap up with practical guidance and a call to keep those probate notes clear and concise. In this episode, you will hear: Marcia Campbell's journey from Buffalo, New York, to a leading probate CPA in California The complexities and importance of meticulous estate accounting Differentiating receipts from capital gains in estate transactions Managing unique probate assets like sole proprietorships and Dividend Reinvestment Programs (DRIP) The importance of proper documentation and maintaining carry value for non-liquidated assets Empowering women in accounting and overcoming gender-related challenges Simplifying probate processes for professionals through expert guidance and practical tips Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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013: Mastering Probate Real Estate: Insights and Strategies with Matias Baker Masucci
10/07/2025
013: Mastering Probate Real Estate: Insights and Strategies with Matias Baker Masucci
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 with exceptional communication skills, which are now vital to his success in real estate. He shares the journey behind creating The Probate Realtor Show, a podcast designed to clear up misconceptions and provide easy-to-understand information about probate real estate, often mistaken for legal advice. Matias dives into the significance of structured workflows in managing probate and trust sales, unraveling the complexities involved in these transactions. With a methodical approach, he ensures consistent service delivery while juggling multiple sales, focusing on acquiring key documents and understanding disclosure requirements. Matias discusses the art of communicating effectively with attorneys and sellers, emphasizing the importance of understanding property knowledge limitations. His insights shed light on navigating probate sales efficiently, from court confirmations to handling retraders who can complicate sales with last-minute price reductions. This episode offers a wealth of practical strategies for avoiding potential pitfalls in probate sales. Matias delves into the critical role of having separate agents for buyers and sellers to prevent conflicts of interest and protect the estate's value. He shares tactics like thorough pre-offer inspections and setting non-refundable deposits to counter retraders. The conversation also explores the nuances of property condition disclosures and the importance of transparency, particularly when dealing with distressed assets. Matias's expertise equips listeners with the tools to minimize stress for families involved in probate transactions while maximizing returns. In this episode, you will hear: Matias Masucci’s transition from the entertainment industry to real estate, highlighting his communication skills and motivation for starting The Probate Realtor Show The importance of structured workflows in probate and trust sales to ensure consistent service and efficient transaction management Legal terms and processes essential for navigating probate real estate transactions, including the Residential Purchase Agreement and Notice of Proposed Action (NOPA) Strategies for avoiding pitfalls with retraders and protecting the estate's value, including thorough inspections and setting non-refundable deposits The role of agent visual inspections in probate sales, ensuring transparency and protecting all parties involved Insight into the court confirmation process in California probate sales, including the overbid system and the importance of marketing to potential overbidders Tips on effective communication with attorneys to facilitate smooth probate transactions and avoid delays Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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012: Exploring Title Insurance and Probate: Navigating Legal Challenges with Courtney Writer
09/30/2025
012: Exploring Title Insurance and Probate: Navigating Legal Challenges with Courtney Writer
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. From real estate to law, she reveals the pivotal moments that defined her career, including the challenges faced during the 2009 financial crisis and the eventual rise from the downfall of her previous firm. It's a rich tapestry of resilience and success in the legal realm. Sam and Courtney dive into the nuts and bolts of title insurance and its vital role in real estate transactions, especially when heirs contest ownership. They unravel a hypothetical case involving a third-party buyer caught in a property dispute, and how title insurance steps in to protect both the owner's and the lender's interests. With insightful discussions on court settlements and estate planning, Courtney emphasizes the importance of having the right coverage, including endorsements for trust transfers. It's a masterclass in safeguarding property interests and navigating complex legal landscapes. Forgery and fraud add another layer of complexity to probate issues, and in their final segment, Courtney and Sam dissect the implications of forged deeds and signatures. Discover how title insurance can mitigate these risks, returning properties to rightful estates and protecting innocent buyers and lenders from fraud fallout. Real-life scenarios bring these challenges to life, illustrating the crucial role of document examiners and the ethical dilemmas they face. Their conversation sheds light on the rigorous process of verifying authenticity and ensuring justice prevails in the often murky waters of property law. In this episode, you will hear: Insights from Courtney Writer, VP at Fidelity National Title, on title insurance and its impact on probate matters Courtney's professional journey from real estate to law, including challenges during the 2009 financial crisis The role of title insurance in real estate transactions, especially when heirs contest ownership Hypothetical case discussion on protecting interests with title insurance during property disputes The complexities of forgery and fraud in probate, and how title insurance can mitigate these risks Real-life scenarios illustrating the process of verifying authenticity in property transactions The importance of integrating estate planning with title insurance for comprehensive protection Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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011: Cultivating Professionalism and Civility in the Courtroom with Hon. Judge Mary Thornton House
09/23/2025
011: Cultivating Professionalism and Civility in the Courtroom with Hon. Judge Mary Thornton House
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 private mediator. Sam and Judge House delve into her work as a judge pro tem in probate cases, shedding light on the advantages of alternative dispute resolution under Code of Civil Procedure Section 638. These insights highlight the efficiency and benefits of such approaches for streamlining uncontested matters. Exploring the world of judicial personalities, they delve into the Myers-Briggs Type Indicator (MBTI) and its application in the courtroom. Discover why many judges possess introverted and ordered characteristics, aligning with the ISTJ personality type, and how these traits foster objectivity and precision. She shares her personal experiences as an extroverted judge, emphasizing the importance of cultivating a collaborative environment in what can often be an isolating profession. This conversation reveals the intricate balance judges must strike between the inherent ego boost of their role and the need for control and professionalism. Finally, Judge House and Sam dive into effective advocacy strategies tailored for judges with sensing personalities, where logic, clarity, and precision take center stage. Visual aids like charts and timelines emerge as powerful tools to assist judges in complex probate cases, enhancing comprehension and reducing decisional fatigue. They conclude by exploring judicial decision-making strategies, underscoring the value of civility, professionalism, and timely submissions. Tune in to expand your understanding of probate processes and elevate your legal advocacy skills with these invaluable insights. In this episode, you will hear: Judge Mary Thornton House’s career journey from Memphis to Los Angeles and her transition to a private mediator The advantages of alternative dispute resolution in probate cases, focusing on Code of Civil Procedure Section 638 Examination of judicial personalities using the Myers-Briggs Type Indicator (MBTI), highlighting the common ISTJ type among judges Strategies for effective advocacy, emphasizing logic, clarity, and the use of visual aids in probate cases Maintaining professionalism, civility, and the importance of timely submissions in legal proceedings Exploration of judicial decision-making strategies, focusing on logic over emotion and the significance of precedent Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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010: Empowering Professionals with International Tax Knowledge with Janet Brewer
09/16/2025
010: Empowering Professionals with International Tax Knowledge with Janet Brewer
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 shaped by innovation, as she navigated the corporate legal landscape of early Silicon Valley, from Hewlett-Packard to Hills Brothers Coffee. Janet reflects on her unconventional motivations for pursuing a career in law. She shares insights into the evolution of the tech industry, as well as her role in shaping legal frameworks during that transformative era. Unlock the mysteries of estate and gift tax rules as Sam and Janet discuss differences in tax exemptions for U.S. citizens, green card holders, and non-resident aliens. With Janet's expertise, they dissect the often-confusing distinctions between residency and domicile and why intent is paramount in determining one's tax obligations. Through historical cases and practical examples, Sam and Janet share the challenges green card holders and those on temporary visas face, revealing the complexities of maintaining or changing domiciliary status. Their conversation expands to include international estate tax matters, highlighting the hurdles foreign nationals face in the U.S. tax system and the importance of international tax treaties. From navigating the intricacies of estate tax rules for foreign property to understanding the nuances of transfer tax certificates, Sam’s discussion with Janet Brewer offers invaluable information for professionals dealing with cross-border tax issues. Whether you're an attorney, paralegal, fiduciary, or real estate agent, you'll find clarity in this examination of estate versus inheritance taxes and the importance of consulting with experts on international tax nuances. Tune in to master probate law and transform your approach to this often daunting field. In this episode, you will hear: Janet Brewer’s journey from Chicago to becoming a corporate attorney in Silicon Valley, working with companies like Hewlett-Packard and Hills Brothers Coffee The complexities of estate and gift tax exemptions, highlighting the differences for U.S. citizens, green card holders, and non-resident aliens Legal distinctions between residency and domicile for tax purposes, with historical cases outlining challenges faced by green card holders and temporary visa holders The procedural hurdles in obtaining an ITIN for foreign nationals to file estate tax returns, and the impact of international tax treaties Exploration of U.S. situs property and its implications for estate tax obligations, including tangible vs. intangible assets Importance of consulting cross-border tax experts and early planning to navigate international estate tax challenges effectively Strategies for professionals to approach the probate process with confidence, emphasizing the significance of maintaining clean filings and clear probate notes Resources from this Episode Janet Brewer’s website: Email: Phone: (650) 325-8276 Transfer Certificate Filing Requirements: The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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009: Navigating Real Estate Law: Insights on Probate, Property Disputes, and Estate Planning with Jennifer Felton
09/09/2025
009: Navigating Real Estate Law: Insights on Probate, Property Disputes, and Estate Planning with Jennifer Felton
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 being an escrow officer to owning a renowned real estate law firm, explaining how her firm adeptly balances supporting real estate businesses and assisting consumers with estate planning and property disputes. Discover the nuances of transfer-on-death deeds in California and how they serve as a cost-effective alternative to traditional estate planning for property transfer without the need for probate. What happens when siblings inherit a property and can't reach a consensus on what to do next? Jennifer Felton untangles the maze of partition actions, unpacking the legal tools available for resolving property disputes among siblings. Sam and Jennifer highlight the often-overlooked right of first refusal for siblings living in inherited properties and the hurdles they face in executing a buyout at fair market value. Their conversation extends to the impact of California's Proposition 13 and Proposition 19 on property taxes and inheritance, providing clarity on how the court can step in to mediate when co-owners are at an impasse. Estate planning can be a minefield if not navigated carefully. Through real-world examples, Jennifer delves into the repercussions of altering joint tenancy agreements without legal guidance and the ensuing legal quagmires. Sam and Jennifer explore the financial pitfalls associated with small estate affidavits and the hidden costs of cutting corners on thorough estate planning. From the role of probate referees in property valuation to the duties and liabilities of inheriting property, this episode offers cautionary tales and expert advice meant to steer you clear of costly legal missteps and ensure a smoother path to property inheritance and estate management. In this episode, you will hear: Jennifer Felton’s insights on transitioning from an escrow officer to a real estate attorney and law firm owner California's transfer-on-death deeds as a probate-free property transfer method Partition actions and the legal complexities of sibling inheritance disputes in California The impacts of California's Propositions 13 and 19 on property taxes and inheritance Cautionary tales of estate planning errors, particularly altering joint tenancy agreements Challenges of using small estate affidavits and the importance of comprehensive estate planning. Legal tools and court processes for resolving property disputes and managing estates effectively Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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008: Unlocking Hidden Treasures: Navigating Probate Real Estate with Elizabeth Miffleton
09/02/2025
008: Unlocking Hidden Treasures: Navigating Probate Real Estate with Elizabeth Miffleton
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 paralegal business, all guided by her bilingual prowess and commitment to building trust. Encouraged by her sister Veronica, Elizabeth found her calling in real estate, leveraging her skills to guide clients through the emotionally complex landscape of probate properties with empathy and expertise. The episode takes an unexpected turn as we explore the hidden challenges and rewards of managing cluttered estates. Imagine walking into a home overflowing with forgotten treasures, from valuable coins to antique firearms. Elizabeth shares fascinating anecdotes of how professional junk removal can reveal significant assets, underscoring the importance of expert intervention to ensure nothing of value or sentimental worth is lost. Sam and Elizabeth delve into the necessity of clearing and preparing homes for sale, particularly in sensitive cases following the loss of a loved one, where biohazard conditions need meticulous handling by licensed professionals. Finally, Sam and Elizabeth break down the strategic side of estate management with insights into maximizing property sales. Elizabeth discusses the critical decisions surrounding estate renovations, comparing the benefits of selling properties as-is with the value-added approach of expert-led renovations. The episode also addresses the intricacies of foreclosure scenarios, offering practical solutions for those caught in the legal and financial maze. Elizabeth's success stories in negotiating with banks highlight her strategic acumen, providing valuable perspectives on delaying foreclosure and safeguarding estate assets. In this episode, you will hear: Elizabeth Miffleton's journey from banking to probate real estate expertise The complexities and surprises of managing cluttered estates Importance of professional junk removal to uncover hidden estate treasures Strategic decisions in estate renovations versus selling as-is Navigating foreclosure processes and delaying foreclosure through negotiations Trust Properties' unique offering of fronting renovation costs without interest Ensuring safety and compliance in handling biohazard situations within estates Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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007: Effective Communication in the Probate Process with Bud Garvin
08/26/2025
007: Effective Communication in the Probate Process with Bud Garvin
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 unique journey of becoming a probate referee and the diverse expertise required, from real estate to legal and accounting knowledge. Bud shares insights from his time as the past president of the California Probate Referee Association, highlighting the importance of ongoing education and the distinct nature of this profession compared to traditional real estate appraisers. Accuracy is the name of the game when it comes to inventory reporting in probate processes. In this session, Sam and Bud dissect common pitfalls that can hinder the appraisal process, such as omitting crucial parcel numbers and failing to provide adequate descriptions of assets. The conversation emphasizes the necessity of detailed documentation, including QSIP numbers for stocks and bonds, to ensure smooth and efficient appraisals. They also cover practical tips, such as double-spacing reports and precise dividend calculations, advocating for over-information rather than insufficient data to prevent unnecessary delays. Appraising business assets presents unique challenges, particularly when dealing with the death of sole business practitioners. Sam and Bud also underscore the importance of comprehensive documentation and clear communication between legal staff and probate referees to avoid appraisal delays. Through real-world examples, they delve into common misunderstandings in asset valuations and the significance of proactive information sharing. This episode is a treasure trove of practical advice for navigating the probate inventory and appraisal process, promoting collaboration and clarity for all parties involved. In this episode, you will hear: Insights from Bud Garvin, an experienced probate referee, on the role and organization of probate referees in California Common mistakes in inventory reporting, emphasizing accuracy and thorough documentation to avoid delays Challenges in appraising business assets for probate Importance of effective communication and collaboration between legal staff and probate referees The neutral role of probate referees in the appraisal process, highlighting statutory fees and cost uniformity Real-world examples illustrating misunderstandings in asset valuations and the need for proactive information sharing Leveraging resources and seeking guidance from probate referees to ensure efficient probate processes Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
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006: Unlocking Real Estate Title Insurance: Navigating Probate and Property Challenges with Kevin Sayles
08/19/2025
006: Unlocking Real Estate Title Insurance: Navigating Probate and Property Challenges with Kevin Sayles
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 becoming an industry leader in title insurance, where he emphasizes the critical role this insurance plays in protecting property rights. Despite its relatively minor expense, title insurance is a cornerstone in safeguarding against claims, such as easements or leasehold rights, that could have long-lasting impacts on property ownership. Dive into the world of probate real estate transactions, with a particular focus on California's unique processes. Kevin and Sam explore how title companies ensure the legitimacy of transactions and why verifying seller identities is crucial. We dissect the complexities of probate sales, highlighting the necessity of court documents and death certificates, as well as the distinctions between full and limited authority under the Independent Administration of Estates Act. Their conversation also addresses issues that arise when deeds do not align with court orders, emphasizing the importance of amendments and certified court orders for a smooth property transfer. Explore the challenges presented by unrecorded deeds and missing legal documents, including trusts and powers of attorney. Through real-life examples, Kevin illustrates the painstaking diligence required to trace lost documents and maintain the integrity of estate management. Kevin and Sam delve into the critical distinctions between record and marketable titles, particularly concerning the impact of mental incapacity on deed validity. Finally, the episode highlights potential risks, such as Medi-Cal recovery liens and creditor issues, and encourages listeners to stay informed and proactive about probate processes. Tune in to gain valuable insights and ensure peace of mind as you navigate the complex terrain of real estate title challenges. In this episode, you will hear: Introduction to real estate title insurance with insights from Kevin Sayles, exploring his journey from banking to title mastery The critical role of title insurance in protecting property rights and safeguarding against claims like easements and leasehold rights Complexities of probate real estate transactions in California, focusing on verifying sellers and the role of court documents and personal representatives Challenges with unrecorded deeds and missing legal documents, emphasizing the importance of due diligence and maintaining original documents Distinction between record and marketable titles, and the impact of mental incapacity on property deeds Navigating probate real estate challenges, including Medi-Cal recovery liens, IRS obligations, and creditor issues Importance of proactive strategies in managing probate processes and securing property deals Resources from this Episode The 6-Stage Probate Process: How to Navigate California Probate: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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005: Navigating Specialty Lending and Estate Settlements in California Probate with Tanis Kluever
08/12/2025
005: Navigating Specialty Lending and Estate Settlements in California Probate with Tanis Kluever
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 journey from managing restaurants to becoming a key player in the real estate lending industry. Her passion for helping people navigate the complexities of probate shines as she explains how these unique loans rely heavily on property collateral rather than personal credit guarantees. Sam and Tanis explore the specific criteria and types of properties eligible for these loans, including the intriguing concept of the 65% loan-to-value comfort zone. Sam and Tanis also venture into the practicalities of managing loans within estate settlements, offering invaluable guidance for fiduciaries and administrators. Tanis unveils how beneficiary loans can be a lifeline for covering probate costs, preventing foreclosure, and addressing creditor debts when cash is short. Discover how these loans help balance asset distributions, allowing heirs to retain cherished properties without sacrificing low property tax rates under Proposition 19. Sam and Tanis stress the need for homeowners insurance and current property taxes, guiding you step-by-step through the understanding and securing of loans tied to trusts. As a neutral third party, Sam and Tanis aim to empower families to make well-informed financial decisions, offering our insights without charging consultation fees. Don't miss this chance to gain expert knowledge on navigating the intricate world of estate and probate lending. In this episode, you will hear: Introduction to specialty lending in California probate with expert Tanis Kluever from Commercial Loan Corporation Tanis's career transition from restaurant management to real estate lending In-depth discussion on probate and irrevocable trust loans, focusing on collateral over personal guarantees Explanation of beneficiary loans and their role in addressing foreclosure risks, probate expenses, and creditor debts Maintaining low property tax bases under Proposition 19 and balancing asset distribution among heirs The necessity of homeowners insurance and keeping property taxes current for securing estate loans Real-world examples and strategies for using probate loans to resolve complex estate settlement scenarios Resources from this Episode Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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004: Exploring New Frontiers in Real Estate with Justin Fautsch
08/05/2025
004: Exploring New Frontiers in Real Estate with Justin Fautsch
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 entrepreneurship. Alongside his business partner, Mark MacFarlane, Justin shares the story behind the name Vimvi, which embodies energy and a sense of direction, and explains their unique choice of a hummingbird logo to symbolize their dynamic approach. Gain insight into the challenges and triumphs that accompany the pursuit of financial stability and personal fulfillment across shifting professional landscapes. The exploration doesn't stop at Justin's story. Sam and Justin navigate the specialized niche of trust and probate real estate in Los Angeles and Riverside counties, examining the strategic edge that a partnership with legal expertise offers in this field. By honing in on sell-side transactions, Justin explains how time is managed and operations are scaled, even as California's competitive market poses challenges for the buy-side. We reflect on the intricate dance of wealth formation and preservation, underscoring the value of empathy in facilitating the transfer of wealth through real estate. Inspired by popular real estate principles, Sam and Justin emphasize the importance of laser-focused efforts, time management, and consistent follow-up to achieve success in this demanding arena. The episode delves further into the complexities of real estate transactions and estate sales, particularly in the contexts of probate and trusts. Justin shares the typical commission structures and the potential impact of sellers’ decisions on buyer broker commissions. Sam and Justin dissect the nuances of preparing properties for sale, often cluttered or in disrepair, highlighting Vimvi's expertise in handling such challenges with care and respect. From tackling sentimental items to coordinating estate sales, Sam and Justin’s conversation provides practical insights into navigating the intricate world of California real estate, demystifying the myths perpetuated by reality TV, and offering guidance on successful property investments. In this episode, you will hear: Transition from medical devices to real estate entrepreneurship with Justin Fautsch Co-founding Vimvi Real Estate and the significance of its name and logo Specialization in trust and probate real estate in Los Angeles and Riverside counties Strategies for managing sell-side transactions and scaling operations Challenges and opportunities in California's competitive real estate market Insights into real estate transactions, estate sales, and commission structures Advice on property renovation, flipping, and navigating California's laws Resources from this Episode Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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003: Selling Real Estate In Probate
07/18/2025
003: Selling Real Estate In Probate
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 unravels the often intricate process of selling real estate within a probate case, from appointing a personal representative to closing escrow. He discusses when a probate attorney is necessary, particularly in situations involving joint tenancy or community property with the right of survivorship, and explores the circumstances under which probate is essential for individual owners or tenants in common. Whether you're an attorney, fiduciary, paralegal, or real estate agent, Sam equips you with essential insights and tips to effectively manage probate real estate transactions in California. Join us as Sam dissects the probate real estate sales process, spotlighting every critical step a personal representative must take upon receiving a purchase agreement. He clarifies the essential Notice of Proposed Action and the instances that require court confirmation, such as obstructions or limited authority. Dive into the nitty-gritty of drafting petitions, conducting court hearings to confirm a sale, and meeting the mandatory condition of selling properties for no less than 90% of their appraised value. We don't stop there; you'll also gain knowledge about the court-ordered auction process and how to secure successful bids. With practical tools and strategic advice, this episode promises a structured and efficient journey through probate real estate sales, ensuring you avoid common pitfalls and maintain seamless communication with brokers and title companies. In this episode, you will hear: Expert guidance from Sam Price on navigating California probate real estate sales Essential steps from appointing a personal representative to closing escrow Importance of probate attorney involvement in joint tenancy and community property scenarios Detailed exploration of the Notice of Proposed Action and court confirmation processes Tips for ensuring properties sell for at least 90% of their appraised value for court confirmation Communication strategies with brokers and title companies to avoid common pitfalls Understanding the probate bond and authority types (full vs. limited) in probate transactions Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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002: The 6-Stage Probate Process
07/18/2025
002: The 6-Stage Probate Process
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 estate, Sam guides you through the essential steps, including gathering documents and filing petitions. He aims to equip you with the confidence to tackle probate cases without stumbling over common pitfalls. Ever wondered how estate assets are appraised and distributed? Dive into the nitty-gritty of asset management, from the role of a probate referee to transferring funds into an estate account. Sam covers strategies for dealing with vehicles and personal property, ensuring equitable distribution among heirs. Plus, he shares insights on distributing real estate, whether through joint ownership or alternative methods. You'll be well-prepared to handle estate assets fairly and efficiently by the end of this segment. The journey doesn't end with liquidating assets to cash and paying the creditors. It continues through the winding down of the estate. Sam covers the crucial post-administration stages—finalizing accounts, managing creditor claims, and completing tax returns. The probate process is as much about fulfilling fiduciary duties as it is about meticulous preparation. Tune in for a comprehensive roadmap to successfully settle an estate, helping you avoid common errors and serve your clients with the utmost precision. In this episode, you will hear: Introduction to Sam Price's proprietary six-stage probate process Step-by-step guidance on starting a probate case, using John Doe's intestate estate as an example Exploration of asset appraisal and distribution, including the role of the probate referee Strategies for handling and selling real estate during probate, along with creditor claims management Importance of accurate documentation and fiduciary duties in winding down an estate Final stages of probate: preparing accounting, petitioning for final order, and asset distribution Managing probate with confidence through a structured approach Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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001: Sam Price and the Probate Notes Podcast
07/04/2025
001: Sam Price and the Probate Notes Podcast
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 career path. He reveals pivotal moments that led him to specialize in probate work, from his early days feeling disconnected in the corporate world at KPMG to finding fulfillment in helping clients in probate law. You will learn about Sam's transition from international tax consulting to building a successful real estate business during the 2008 crisis, where he played a key role in providing housing for the homeless. This episode also highlights the growth of Sam's probate law practice, emphasizing how he blends legal expertise with compassionate client service, which defines his approach. Through personal anecdotes and professional insights, Sam highlights the importance of estate planning and its vital role in safeguarding families' futures. Whether you're navigating the complexities of probate or seeking practical strategies for estate planning, this episode offers lessons and inspiration for both legal professionals and individuals alike. Join Sam and his special guests as they simplify the probate process and share real-world solutions, helping you approach probate with clarity and confidence. In this episode, you will hear: Sam’s personal journey through probate and estate planning after his father's passing Transition from international tax consulting to real estate and then to probate law Experience in securing housing for the homeless during the 2008 real estate crisis Building and growing a probate law practice from a solo endeavor Balancing professional growth with family life and community involvement Insights into California probate law and estate planning strategies Role in legal education and community through bar associations and coaching Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
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Welcome to Probate Notes!
04/15/2025
Welcome to Probate Notes!
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 in the probate industry. Each episode dives into key topics, from foundational probate concepts to advanced litigation strategies, helping you master the nuances of probate practice. Whether it's fixing court examiner deficiencies, tackling probate litigation, or staying ahead of legislative updates, you'll get actionable guidance to streamline your cases and elevate your expertise. Expect guest interviews with top probate attorneys, fiduciaries, and legal experts, as well as a dedicated segment answering listener questions. Whether you’re a seasoned probate attorney or just starting in the field, Probate Notes will help you navigate probate with confidence, clarity, and efficiency. 🎧 Subscribe now on Spotify, Apple Podcasts, YouTube, and all major platforms. Submit your questions and be part of the conversation!
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