In this episode, I sit down with Sheri Samotin, a licensed fiduciary in California and expert in estate planning and dispute resolution. Sheri shares insights into her role as a fiduciary, which includes acting as a trustee, executor, or power of attorney when individuals are unable to manage their own estates. She also talks about her coaching business, where she helps adult children, families, and solo agers navigate the often overwhelming responsibilities that come with aging parents and estate planning. Together, we dive into the complexities of probate cases, particularly in California, and discuss practical strategies for resolving family conflicts, handling property disputes, and ensuring effective communication in estate planning.
Throughout the episode, Sheri provides actionable advice for dealing with challenging family dynamics and offers tips for those appointed as trustees or fiduciaries. She highlights the importance of communication, transparency, and over-communicating in estate matters to avoid conflicts. Whether you're dealing with a probate case, managing family estates, or simply planning ahead, this episode is packed with valuable insights.
Timeline Summary:
[00:00] Introduction to Sheri Samotin and her unique role as a licensed fiduciary.
[04:40] Sheri's journey into fiduciary work and how she built her career in the probate world.
[07:50] Common challenges adult children face when managing aging parents' estates and how to handle family crises.
[12:20] The complexity of California probate and the importance of selecting the right fiduciary.
[18:40] Conflict resolution tips for families and estate professionals to manage disputes peacefully.
[24:10] How to fairly determine the value of estate properties and avoid disputes over real estate.
[35:00] Sheri's advice for trustees: Overcommunicate and ensure transparency to prevent misunderstandings.
Links & Resources:
- Sheri Samotin's website: https://www.lifebridgesolutions.com/
Closing Remarks: If you enjoyed this episode, don't forget to rate, review, and share the podcast. Be sure to follow so you don't miss future episodes where we explore more probate and estate management topics. Thanks for listening!