Probate Notes: Your Guide to Navigating California Probate Law

R. Sam Price
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Welcome to Probate Notes, your go-to podcast for navigating the complexities of California probate law. Hosted by R. Sam Price, a seasoned probate attorney, Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and author of The 6-Stage Probate Process, this podcast breaks down probate practice with expert insights, practical strategies, and real-world solutions for attorneys, paralegals, fiduciaries, and professionals 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!

  1. 031: Adjudicated Newspapers in CA Probate with Margie Miller

    5D AGO

    031: Adjudicated Newspapers in CA Probate with Margie Miller

    In this episode of Probate Notes, Sam is joined by Margie Miller, publisher of City News Group, to pull back the curtain on adjudicated newspapers and why they matter so much in probate cases. They dig into what "general circulation" actually means, how newspapers become court-approved for legal notices, and the role proper publication plays in due process, from petitions for probate to notices of sale and service by publication. Margie brings nearly two decades of experience as a newspaper publisher and explains how legal notices work in the real world, common mistakes attorneys and self-represented parties make, and how modern tools like online submission and proofing have streamlined what used to be a very manual process. If you handle probate filings in California, this is a practical, behind-the-scenes conversation you'll want to hear. In this episode, you will hear: What makes a newspaper legally adjudicated for probate notices General circulation explained and why it matters for due process Probate publication deadlines and how weekly schedules affect hearings Common mistakes that force costly republication How online submission and proofing reduce publication errors Best practices for attorneys handling probate and court-ordered notices Resources from this Episode https://www.citynewsgroup.com/ The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    37 min
  2. 030: Exempt Sellers and Real Estate Disclosures in California Probate with Teresa Gorman

    FEB 3

    030: Exempt Sellers and Real Estate Disclosures in California Probate with Teresa Gorman

    Understanding real estate disclosures in probate sales can be deceptively complex, especially when exempt sellers are involved. In this episode of Probate Notes, host Sam Price sits down with Teresa Gorman to break down what fiduciaries, trustees, and personal representatives need to know when selling California probate property. Together, they unpack who qualifies as an exempt seller, what properties are covered, and which disclosures still matter despite statutory exemptions. Teresa brings a rare dual perspective as a former trust and estate attorney and current broker with Fiduciary Real Estate Services, sharing practical guidance on avoiding disclosure mistakes that can lead to post-sale liability. From deaths on property to common law disclosure duties, this conversation focuses on real-world risk, not theory. This episode is a must-listen for probate professionals navigating real estate sales with confidence and care. In this episode, you will hear: Who qualifies as an exempt seller under California probate law Which probate and trust properties are exempt from standard real estate disclosures What exempt sellers must still disclose despite statutory exemptions Common mistakes fiduciaries make when completing exempt seller disclosures How deaths on a property should be handled and disclosed Disclosure risks created by repairs, renovations, and "light" fix-ups Why failing to disclose material facts can lead to post-sale liability Resources from this Episode https://www.fiduciaryrealestateservices.com/teresa-gorman The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    46 min
  3. 029: Working With Public Administrators in Probate Cases with Shane Duncombe

    JAN 27

    029: Working With Public Administrators in Probate Cases with Shane Duncombe

    In this episode of Probate Notes, Sam Price explores how public administrators step in when probate cases become complicated or family members are unavailable. Attorney Shane Duncombe joins the conversation to share practical insights into when and why a public administrator gets appointed, how they investigate estates, and what attorneys should expect when working alongside them. Shane explains the public administrator's role in contested estates, orders to show cause, missing heirs, fiduciary duties, statutory fees, bonding requirements, and how neutral third-party administration can help resolve family conflict. He also breaks down timelines, asset liquidation decisions, trust appointments, and key challenges attorneys should understand when representing government-appointed fiduciaries. Shane Duncombe is the principal of Duncombe Law, representing county public administrators in Riverside and San Bernardino while handling complex probate and civil matters. This episode is a grounded, practical look at probate from the perspective of a professional who handles the toughest cases. In this episode, you will hear: When and why a public administrator gets appointed in probate cases Handling estates with no known heirs or family involvement What attorneys should do when an order to show cause is issued How public administrators investigate assets and locate missing information Neutral estate administration in contested or high-conflict family cases Statutory fees, bonding requirements, and compensation rules for public administrators Resources from this Episode https://raxterlaw.com/ https://www.linkedin.com/in/shaneduncombe  The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    35 min
  4. 028: Probate Asset Inventory Explained with Gabriela Fisk

    JAN 20

    028: Probate Asset Inventory Explained with Gabriela Fisk

    In this episode of Probate Notes, Sam Price sits down with professional fiduciary Gabriela Fisk of IE Fids to unpack what really goes into documenting and managing personal property in probate and conservatorship cases. Drawing on her background in insurance and fiduciary work, Gabriela explains why thorough asset documentation is essential not just for compliance, but for risk management, transparency, and reducing conflict among beneficiaries. Gabriela walks through her methodical, boots-on-the-ground process for inventorying homes, vehicles, safe deposit boxes, and specialty collections, from artwork and jewelry to unexpected heirlooms. She shares practical insights on working with probate referees, appraisers, auction houses, and other professionals, and explains how good documentation can prevent disputes and protect the estate. A practical, behind-the-scenes conversation on how careful process creates clarity, trust, and value in probate administration. In this episode, you will hear: What a professional fiduciary does and how Gabriela Fisk entered the field The licensing and experience required to become a professional fiduciary in California Methodical processes for documenting homes, vehicles, and personal property Using photos, notes, and inventories to support probate referees and appraisals Handling specialty items like artwork, jewelry, collections, and safe deposit boxes Risk management and transparency to reduce beneficiary disputes Resources from this Episode https://www.iefids.com/ The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    42 min
  5. 027: Marshaling Financial Accounts in Probate: A Practical Guide for Executors

    JAN 13

    027: Marshaling Financial Accounts in Probate: A Practical Guide for Executors

    In this episode of Probate Notes, host Sam Price breaks down the practical realities of marshaling financial accounts during probate administration. The conversation focuses on what executors and administrators must actually do after appointment, including tracking down accounts, working with banks, and gathering the documentation needed to access estate funds without delays or missteps. The discussion also clarifies the key differences between cash accounts, brokerage accounts, paper securities, and retirement accounts, with special attention to timing, tax implications, and required minimum distributions. Listeners will come away with a clearer understanding of when assets should be liquidated, when they should remain intact, and why patience and persistence are critical throughout the process. Sam is joined by Jennifer Fejzic, a professional fiduciary with decades of probate experience, who shares real-world insights and hard-earned best practices from managing complex estates. In this episode, you will hear: Marshaling cash accounts as the first priority after court appointment Required documents banks demand and why certified letters matter Challenges working with large national banks versus local institutions Gathering statements, signature cards, and records for estate accountings Handling brokerage accounts, paper securities, and medallion signature guarantees Special rules and tax risks tied to retirement accounts and required minimum distributions Resources from this Episode Jennifer's website - https://probatefiduciary.com/ The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    42 min
  6. 026: Terrence Franklin: When Probate Law Changed a Family's Fate

    JAN 6

    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 https://www.trustlitigation.la/attorney/franklin-terrence-m https://www.linkedin.com/in/terrencefranklin https://www.youtube.com/watch?v=HWgKIv1nTto https://lucysutton.com https://creators.spotify.com/pod/profile/terry-franklin The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    40 min
  7. 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 https://pricelawfirm.com/about-us/ The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    38 min
  8. 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 lifecoachsharon.com sharonvidano.systeme.io/get-your-free-burnout-toolkit tidycal.com/sharonnvidano/breakthroughsession The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw  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 Apple Podcasts. 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 https://emeraldcitypro.com Let them know we sent you.

    38 min
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About

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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