The Probate Podcast

Apr 25 2024 37 ep. 36 mins 7
The Probate Podcast artwork

Have a senior in transition? Let The Probate Podcast help! 

More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. 

Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics range from understanding Veterans' Benefits and making informed Medicare choices to choosing and funding senior care in an assisted living community, planning for special needs, and avoiding probate. We offer options for probate real estate, downsizing, and caregiver support. 

From the first conversation about assisted living options to dealing with the house and everything in it, you'll gain confidence by listening to The Probate Podcast, regardless of which stage you're in. 

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Protecting Resources and Family Peace - Estate Plan Best Practices

Apr 25 2024 36 mins  
In this episode, we're diving into the essentials of estate planning. Estate planning isn’t just about protecting your assets after you’ve passed away; it's also about protecting your family and ensuring your wishes are honored if you were to become incapacitated. Join Jana McCreary, an experienced estate planning and probate attorney from Texas and Florida, as she teams up wit

An Inside Look At Moving A Declining Parent into Memory Care | Special Guest Beth Crocker

Apr 18 2024 41 mins  
Join Beth Crocker, retired high school theater teacher and avid crafter, as she shares her personal journey of moving her declining parent into a memory care facility. Beth opens up about the challenges, decisions, and strategies her family used to provide the best care for her loved one. You’ll hear tips and heartfelt stories that shed light on the importance of proactive planni

Proactive Estate Planning: Steps to Take Through Aging and Mental Decline

Apr 11 2024 40 mins  
In this episode, Sherri interviews Adam Hundley from Your Legacy Legal Care, who has a wealth of estate planning knowledge in the context of aging and dementia diagnoses. Adam and Sherri share insights from their real-world experience on the difference proactive estate planning can make. Then, they share tips on how you can make it happen. From the initial consultation to the role

What’s Memory Care Like? Senior Care Insights from Mike Houston at Proveer

Apr 04 2024 43 mins  
Join Mike Houston, Director of Sales and Marketing at Proveer Memory Care, as he shares over 20 years of experience in the healthcare industry, specializing in memory care, home health, and hospice. He discusses how aging and home health care are evolving in 2024 and the amenities and personalized care offered by Proveer Memory Care. You’ll learn tips for finding a Memory Care fa

How Blended Families Can Avoid Conflict with Inheritance: Estate Planning Tips

Mar 28 2024 31 mins  
In this episode, estate law attorney Kyle Robbins shares invaluable insights into estate planning and probate, with a focus on blended families. Kyle offers practical tips and strategies to protect your family's future, avoiding problems like accidental disinheriting and property issues. With real-life examples and expert advice, this episode will equip you with the foresight you n

Rising to the Challenge: Leadership in Probate and Inheritance with Leadership Coach Jim Herrington

Mar 21 2024 41 mins  
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 deali

The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips

Mar 14 2024 47 mins  
In episode 30, we're chatting with Probate and Guardianship attorney, John Henry III. He breaks down the wills vs. trusts debate to explain how sometimes wills are the right choice and how wills and trusts can work together. Plus, he shares underrated reasons for avoiding probate, like keeping your business out of everyone's business and making sure your assets don’t get locked u

Free Help With Probate Tasks: How Executorium is Helping Estate Executors Nationwide

Mar 07 2024 46 mins  
In Episode 29, George Compton, founder of Executorium.com, shares insights into the challenges faced by executors during the probate process. Executorium provides a comprehensive online platform offering directories of service providers, government resources, and articles to support you whether you're doing probate yourself or just need additional help navigating your role as an es

Shaking The Taboo and Embracing Hospice: Expert Insights from Social Worker Tiffany Carroll

Feb 29 2024 48 mins  
In our 28th episode of The Probate Podcast, I chat with Tiffany Carroll, a hospice social worker who spills the beans on what hospice is really about. We bust myths about it being a death sentence, explaining how it can actually help people live better. Tiffany shares nuggets on why families sometimes struggle to embrace hospice, the vital role of social workers in this space, and

When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier

Feb 22 2024 43 mins  
In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you're lost in the maze of estate plann