What happens when two professionals swap the heat of the kitchen for the intricate world of probate law?

On today's episode of Probate Notes, discover how Susan Ghormley and LeAndra McCormick, both private professional fiduciaries, transitioned from catering to navigating the complexities of estate management with precision and care. Susan, a former attorney and English teacher, combines her meticulous attention to detail with her past in elder abuse litigation to directly help families. At her side, LeAndra manages the financial operations of their business, drawing on her experience orchestrating grand catering events. Together, they form a dynamic duo, proving that diverse backgrounds can enrich the fiduciary landscape.

Susan and LeAndra's journey is a testament to the versatility required in fiduciary work. From organizing political rallies and weddings to managing client homes as a private chef, they've honed the skills of coordination and communication vital for fiduciary roles. They delve into the nuances of their profession, offering a candid look at the challenges newcomers might face, like long waits for payments, and the complex, emotionally charged nature of the work. Their shared insights create a blueprint for cultivating a varied background and effectively navigating the emotional terrain of client interactions and estate management.

The evolution of fiduciary practices and the role of technology in modernizing probate property sales are also on the table. Adapting to a more digitized world, Susan and LeAndra discuss how their team uses tools like Microsoft Teams to streamline operations across a geographically dispersed team. They emphasize continuous learning, networking, and the Professional Fiduciary Association of California's role in advocacy and education to nurture new entrants into the field. As they share the rewarding aspects of the fiduciary profession, this episode underscores their passion for guiding vulnerable individuals and resolving family disputes with skill and neutrality.

In this episode, you will hear:

• Susan Ghormley and LeAndra McCormick's unique paths from catering to probate expertise
• The skills transferred from catering to fiduciary work, with an emphasis on communication and coordination
• Challenges and rewards of fiduciary roles, including lengthy payment timelines and the importance of networking
• Modernizing fiduciary practices with technology to enhance efficiency and transparency
• The vital role of fiduciaries in managing estates, preserving family relationships, and ensuring neutrality
• The significance of continuous learning, mentorship, and advocacy in the fiduciary profession
• Importance of complementary skills and trust in Susan and LeAndra's partnership for successful estate management

Resources from this Episode

The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw

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Episode Credits

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