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Probate Pain Points: Executor Risks, Reverse Mortgages, & Attorney Roadblocks | ATL Mastermind 527
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Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!
Today’s episode of the All The Leads Mastermind podcast began with a discussion on executor liability, covering the limited legal risks involved and emphasizing transparency, timely action, and the importance of distinguishing administrative guidance from legal advice. The conversation moved into strategies for avoiding liability, including documenting decisions and working closely with probate attorneys, especially in markets with higher litigation risk. The group then tackled challenges around reverse mortgages in probate, particularly in California, noting automatic foreclosure timelines and the need for clear communication with heirs. This led to a deeper dive into navigating attorney resistance when a personal representative wants to work with an agent the attorney hasn't chosen. Coaches advised agents to maintain strong client relationships, remain professional, and take a long-term view on building trust with attorneys. Later, the hosts outlined the essential vendor network categories every probate agent should develop: white-collar professionals, blue-collar service providers, and niche specialists like estate sale companies and appraisers. The episode concluded with a heartfelt discussion about a new agent’s commission dispute, offering broader lessons on setting expectations, respecting mentorship, and maintaining a resilient mindset early in your career.
Previous episodes: AllTheLeads.com/probate-mastermind
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Chapters
1. Welcome and Introduction (00:00:00)
2. Executor Legal Concerns (00:02:06)
3. Transparency and Fiduciary Responsibility (00:03:44)
4. Reverse Mortgages and Probate (00:10:07)
5. Attorney and PR Conflicts (00:13:22)
6. Navigating Estate Challenges (00:27:11)
7. Probate Cash Advances: A Financial Solution (00:28:50)
8. Dealing with Commission Disputes (00:32:53)
9. Building Your Probate Team (00:49:51)
10. Final Thoughts and Wrap-Up (00:54:22)
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