The Probate Podcast

In this episode, Jim Herrington explores the role of leadership in navigating the probate process and managing family dynamics during times of transition and stress. Drawing from his extensive experience in coaching and organizational consulting, Jim shares valuable insights on personal development, communication strategies, and the principles of family systems thinking. From dealing with disagreements to practicing self-leadership, you’ll gain practical tips for better communication, collaboration, and compromise in challenging situations.

If you need, help hop over to https://willowwoodsolutions.com to contact Sherri Lund.

🌟 Tips for Quick List of Tips for Being a Leader in Tough Situations:

1. Practice self-awareness: Recognize physical reactions like a burning chest or knot in the stomach during challenging situations, as Jim did.

2. Communicate calmly and assertively: Use "I" language ("I see that differently") and make requests calmly, like Jim did when apologizing to the attorney.

3. Show compassion: Understand the burden of executors in probate and empathize with family members facing emotional turmoil.

4. Practice active listening: Listen without judgment, paraphrase, summarize, and reflect back what you've heard during probate discussions.

5. Apologize when necessary: Take responsibility, apologize, and make amends, as Jim did after a tense interaction with the attorney.

6. Foster collaboration: Seek win-win solutions, finding common ground and compromises in disagreements.

7. Seek support: Don't hesitate to reach out to mentors, coaches, or trusted friends for guidance and advice.

🤝 Contact Jim Herrington, Transformational Leader, Author, and Co-Founder at The Leader’s Journey.
Website: https://theleadersjourney.us
Email: [email protected]

🤝 Contact Sherri:

Sherri invites you to explore her toolbox of resources on the Willow Wood Solutions website and encourages you to reach out to her through the contact form. For direct assistance, call or text Sherri at (832) 640-2997

📍 Website: https://WillowWoodSolutions.com

📞 Contact: (832) 640-2997

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

In this episode, you'll learn 5 reasons why Certified Probate Experts are the most underrated class of real estate professionals.
This is part 2 of a two-part special episode with Melanie Hands.
Catch Part 1 on:
Podcast - https://www.buzzsprout.com/2201637/13972661
YouTube: https://www.youtube.com/watch?v=H03DQNZr3EQ
Watch Part 2 on YouTube:
https://www.youtube.com/watch?v=h60K7xj3-E8
Certified Probate Experts like Sherri and Melanie are a unique type of real estate professional. They are especially equipped to guide you through complicated probate situations. With only around 1200 of these experts in North America, their special knowledge is super important.
Here are five big reasons why these real estate professionals are more valuable than you might think:

• Making Probate Simple: These realtors help families with complicated probate stuff, making sure everything goes smoothly and helping with legal and money stuff.
• Lots of Ways to Downsize: They don't just sell houses. They help in many ways, like suggesting changes to make a house better or finding smart ways to make a property more valuable.
• Solving Family Problems: In tough times, they talk to families and help them agree on things. They're like peacemakers in the family.
• Finding Buyers for Tricky Properties: They're really good at advertising hard-to-sell properties, making sure the right people know about them and the property gets the best price.
• Planning for the Future: They work with other experts to make sure selling a property fits into bigger plans, making sure everything works well together.

Connect with Melanie
Website: https://theprobatenurse.com
Email: [email protected]
LinkedIn https://www.linkedin.com/in/theprobatenurse/
Facebook: https://www.facebook.com/TheProbateNurse

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

Learn how to have comfortable inheritance conversations, reduce the risk of probate litigation, and prevent disputes over inherited property. For probate help in Houston, Texas and to connect with Sherri Lund, visit https://WillowWoodSolutions.comJoin Sherri's Probate Group: (You Don't Have To Be from Houston! https://www.facebook.com/groups/houstonprobatesupport/
In episode 20 of the Probate Podcast, we simplify inheritance discussions and share tips for passing on your assets without conflict and dispute. You'll learn what considerations should be made when drafting a will and estate plan. We'll also explore the importance of open conversations about inheritance and the critical roles played by a skilled probate attorney and real estate agent. Join us for a valuable conversation that can help you mitigate and avoid probate disputes and find the right professionals to put the missing pieces together.
ABOUT SYLVANA
Sylvana Rosende, a Miami native, developed a passion for the legal field from a young age. She earned her bachelor's degree from Florida International University and graduated with honors from St. Thomas University College of Law. During law school, Sylvana interned for the Chief Judge of the Probate Division of the Eleventh Judicial Circuit in Miami, gaining valuable experience in probate and guardianship. Sylvana's practice focuses on probate, estate planning, and guardianship law, with experience representing beneficiaries, professional and corporate fiduciaries in contested trust, estate, and guardianship litigation. In her free time, Sylvana enjoys quality moments with her family and two dogs and passionately cheers for the Miami Heat. Connect with Sylvana Rosende to safeguard your estate and navigate the legal complexities of probate and guardianship.

Connect with Sylvana Rosende
Facebook: https://www.facebook.com/people/Law-Offices-of-Sylvana-Rosende-PA/100078947162577/
LinkedIn: https://www.linkedin.com/in/sylvana-rosende-164012125
Instagram: https://www.instagram.com/rosendelaw/
Website: https://rosendelaw.com
Email: [email protected]
Phone: (786) 205-5141

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

This is episode 1 of a 2 part Estate Executor Guide.
Catch part 1 here: https://www.buzzsprout.com/2201637/13362099-make-probate-easy-tips-for-estate-executors-hiring-out-tasks-the-probate-podcast-part-1
In Part 2 of our guide for estate executors, Reine Kassulker returns to uncover everything you need to know about selling a probate house, whether you decide to handle it alone or seek the help of a real estate agent. Learn about the three main ways to sell an inherited property and gain insights into potential pitfalls, such as hiring the wrong realtor, signing a contract with a bad wholesaler, and how to spot lowball offers. Discover the benefits of a quick sale cash offer and navigate family dynamics and peaceful decision-making as a probate executor. Whether you're considering selling the inherited house for a cash offer, as-is, or full retail on the MLS, this episode will equip you with essential knowledge to make the best choice and ensure a successful probate property sale.
0:00 Hiring the Wrong Realtor to Sell a House In Probate
2:07 Signing A Contract With The Wrong Wholesaler/Cash Buyer
6:31 How to Spot and Negotiate A Low Ball Offer
10:12 Biggest Benefits of a Quick Sale Cash Offer
14:47 Navigating Decisions and Family Dynamics as Probate Executor
18:01 When Will You Save Money By Hiring A Probate Real Estate Agent?

ABOUT REINE
Reine (Sounds like Green) Kassulker is a licensed Minnesota Real Estate Agent who discovered his passion for probate work in 2018 when he faced the challenging task of cleaning out and selling his family's home, which had been in the family for three generations. Realizing the lack of specialized support for probate cases, Reine dedicated himself to helping families through the probate process with less stress.
CONNECT WITH REINE
Facebook Group - Minnesota Probate Support facebook.com/groups/mnprobatesupport
Email: [email protected]

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

In this episode, Michelle Mitchell, founder of Right Track Financial, shares valuable insights on how Medicare intersects with retirement planning and social security benefits. Through real stories and practical examples, Michelle guides listeners on the essential steps towards successful Medicare set-up. She offers expert advice finding the best Medicare plan that aligns with your specific needs, including coverage for your doctors, medications, and necessary services. Michelle's expertise and simple-yet-powerful tips will empower you to navigate the complexities of Medicare in your retirement planning journey. Tune in to gain the knowledge and confidence to make informed decisions for your financial well-being - and avoid the common mistakes and pitfalls people make in their retirement healthcare plans!
WATCH ON YOUTUBE: https://www.youtube.com/watch?v=n-VTB63b4m8

Episode Chapters

0:00 About Michelle Mitchell and Right Track Financial
2:35 Benefits of Working With an Independent Insurance Agent
3:58 Medicare Eligibility: What You Need to Know
4:59 Medicare 101: Understanding the Basics
7:06 Medicare Enrollment: How to Start and Change Plans
9:05 Can I Have Medicare and Employer Coverage at the Same Time?
10:12 3 Tips for Choosing the Right Medicare Plan
14:21 The #1 Mistake To Avoid in Retirement Planning
17:19 Is there Medicare Coverage for Out-of-State Travel?
18:19 Why It's Important To Talk To An Agent - Don’t Wait
23:42 Contacting Michelle Mitchell for Expert Assistance

ABOUT MICHELLE:

Michelle Mitchell is an experienced independent insurance agent and the driving force behind Right Track Financial. With a focus on life insurance, health insurance, Medicare, and retirement planning, Michelle possesses extensive knowledge in the realm of Medicare and its crucial role in retirement planning. Her passion lies in helping individuals find the right Medicare plan that covers their specific needs while avoiding the overwhelming process of sifting through countless options. Michelle's practical advice and dedication to client satisfaction have earned her a reputation for simplicity, effectiveness, and remarkable results.
Connect with Michelle:
On LinkedIn: https://www.linkedin.com/in/michelle-mitchell-362099212/

Website: https://righttrackfinancial.com/

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!