Jul 29, 2020

We’ll share a few real-world amateur executor bloopers (of course, anonymized to protect our clients’ privacy)

1. Choosing a disappearing banker
2. The case of the missing $10,000 check
3. "Oh yeah, taxes!"

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Jul 22, 2020

Question from a listener: “Can you cover how to set prices as a virtual paralegal business owner (price high enough to cover the paralegals salary, subscriptions, training marketing, etc). Thank you!”

We’ll discuss:

1. Calculate overhead
2. Work backwards from an office salary
3. Market research: your competitors
4. Mark up...

Jul 15, 2020

Jul 8, 2020

Jul 1, 2020

An insider’s look into how the lockdowns are making probate even more difficult than usual. Even if lockdown over by the time this airs, probably lingering residual effects.

Today we’ll discuss how lockdowns are affecting:

1. The courts
2. Banks and brokerages
3. Real estate
4. The IRS
5. Lastly, creditors

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