The Probate Podcast

Sherri Lund
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  • SOCIETY & CULTURE
  • UPDATED WEEKLY
The Probate Podcast

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. 

  1. Protecting Resources and Family Peace - Estate Plan Best Practices

    APR 25

    Protecting Resources and Family Peace - Estate Plan Best Practices

    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 with Sherri to share invaluable tips and real-world stories. You’ll learn when it’s crucial to update your estate ...

    36 min

  2. APR 18

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

    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 planning and the impact of social interaction on mental decline.There's something new to learn every week, so make sure y...

    42 min
  3. Proactive Estate Planning: Steps to Take Through Aging and Mental Decline

    APR 11

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

    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 of executors and trustees, Adam breaks down the estate planning process and all the key considerations to make al...

    40 min
  4. What’s Memory Care Like? Senior Care Insights from Mike Houston at Proveer

    APR 4

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

    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 facility and adapting to memory care living.There's something new to learn every week, so make sure you subscribe, hi...

    43 min
  5. How Blended Families Can Avoid Conflict with Inheritance: Estate Planning Tips

    MAR 28

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

    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 need to make informed decisions about estate planning with blended family dynamics.There's something new to learn ...

    32 min
  6. Rising to the Challenge: Leadership in Probate and Inheritance with Leadership Coach Jim Herrington

    MAR 21

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

    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, collabo...

    42 min
  7. The Who, What, When, and How of Leaving Your Legacy: Estate Planning Tips

    MAR 14

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

    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 up in a lengthy legal process.There's something new to learn every week, so make sure you subscribe! If you need, he...

    47 min
  8. Free Help With Probate Tasks: How Executorium is Helping Estate Executors Nationwide

    MAR 7

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

    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 estate executor.There's something new to learn every week, so make sure you subscribe, hit the like button, and sav...

    47 min
See All (37)

Trailer

About

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. 

Information

  • Creator
    Sherri Lund
  • Years Active
    2K
  • Episodes
    37
  • Rating
    Clean
  • Copyright
    © 2024 The Probate Podcast
  • Show Website
    The Probate Podcast

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