Level 10 Meetings at The Probate Pro

At The Probate Pro, we following the EOS business model and regularly conduct Level 10 Meetings. A Level 10 Meeting is an hour and a half meeting where we go over the issues throughout the week, address the to-dos that we've committed ourselves to do. All of this is to ensure that we have traction [...]

Five Reasons Why You Need a Probate Attorney

While at a recent party with friends and family, I discovered how many people had misconceptions about the probate process and what a probate attorney can do. Many of the people I spoke with had preconceived notions about what would actually happen to their estate after they pass, such as only needing a piece of [...]

Probate Counselors Are Here to Care

Often times, when people think of attorneys, the word “winning” comes to mind. Attorneys want to be winning cases. Winning leads to client satisfaction. Winning generates more clients. Winning rules all. With that said, while you want an attorney to win for you, you want someone who cares about you as a person too. As [...]

I’ve Been Appointed Personal Representative – What Now!?

The probate court has delivered Letters of Authority appointing you as Personal Representative of your loved one’s estate. So, now what? This is a tremendous responsibility, and it is easy to get overwhelmed by the long list of what needs to be done, all the different court requirements and deadlines, and the arduous processes of [...]

The Probate Pro Gives a Warm Welcome to Michelle Trent!

Last month, Michelle Trent joined The Probate Pro team and she has been an amazing addition. Michelle comes to us with 5 years of litigation and personal injury practice experience. She looks forward to putting her legal skills, in and out of the courtroom, to work for our clients. Advocacy is her passion and she [...]

You Never Give Me Any Money – Estate Planning with an Irresponsible Child

Irresponsible Child: Difficulties with estate planning Estate planning is a commonly overlooked tool that can give you peace of mind and help your children after your passing. Parents want what is best for their children: to live happily, healthily, and hopefully to be more successful than their parents before them. Sometimes, however, you might understand [...]

The Legal Impact of Medical Marijuana and Seniors

WHAT'S COMING DOWN THE PIPE? THE LEGAL IMPACT OF MEDICAL MARIHUANA AND SENIORS by Amy E. Peterman If you were to ask who is the average consumer of marihuana, the answer may surprise you. According to a report by the Substance Abuse and Mental Health Services Administration, more than four million Americans age 55 and [...]

Legacy: From Father to Son in The Black Panther

Connecting Our Movie Experience to Reality Over the weekend, I saw the latest Marvel smash hit everyone is raving about: Black Panther. The movie stars the titular hero played by Chadwick Boseman, the newly crowned king of the fictional futuristic African country, Wakanda. In ancient times, a meteor carrying a powerful substance known as vibranium [...]

Congrats on having a baby! Now you need an estate plan…

Having a baby is a great time to get started with an estate plan (if you haven't already) Early in the morning just days before Christmas, I received a photo/text message from my long-time best friend, whose wife had given birth to a beautiful, healthy baby boy. Everyone looked exhausted in the picture, but the [...]

No One Expects the Facebook Profile! A Story of Planning for Your Digital Estate

Consider this for your estate plan... So you have meticulously assembled your estate plan and provided for your loved ones: a life insurance policy for your kids, the cabin up north goes to uncle Bob, your investment accounts to your husband, your brother-in-law does not get the 1940s baseball mitt handed down to you by [...]

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