When A Will Is Enough: The Trust Vs. Will Debate And When Which Is Easier The Probate podcast

When a Will Is Enough: The Trust vs. Will Debate And When Which Is Easier

10M ago 43:45

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In our 27th episode, Estate Planning Attorney Nick Dupre dives into the nitty-gritty of wills, trusts, and probate, making complex legal stuff sound like a breeze. We debunk myths, like whether you really need an attorney for probate in Texas, and Nick spills golden tips on choosing the right executor and making probate a walk in the park. If you're lost in the maze of estate planning, Nick's got your back with practical advice and a touch of compassion.

There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need, help hop over to willowwoodsolutions.com to contact Sherri Lund.

EPISODE CHAPTERS

0:00 Introducing Nick Dupre

9:17 Will vs. Trust (Easier for You vs. Easier for Your Kids)

12:31 Do You Need An Attorney for Probate in Texas?

13:20 Small Estate Affidavit and Avoiding Probate

15:07 Independent vs. Dependent Executor

18:45 Tips For Choosing An Executor For Your Will

20:43 How to Make Probate Easy For Your Named Executor

24:26 How Much Does Probate Cost Including Estate Taxes?

31:49 Why Attorneys Want To Work With A Probate Specialist (Like Sherri!)

34:01 How Long Does It Take To Get a Will or Estate Plan Done?

🌟 Tips for Making Your Will/Probate Easier for the Executor:

Choose an executor who's organized, can manage personalities, and stays focused under pressure.
Keep an updated list of all your assets, passwords, and usernames in a letter of instruction for your executor.
Remember, grieving takes time, so make room for your executor to process emotions while handling the practical stuff.

🤝 Contact Nick Dupre, Estate Planning and Probate Attorney

Phone: 832-482-4622
Website: https://www.stanfielddupre.com/
Email: info@stanfielddupre.com
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
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Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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Chapters

1. Introducing Nick Dupre (00:00:00)

2. Will vs. Trust (Easier for You vs. Easier for Your Kids) (00:09:17)

3. Do You Need An Attorney for Probate in Texas? (00:12:31)

4. Small Estate Affidavit and Avoiding Probate (00:13:20)

5. Independent vs. Dependent Executor (00:15:07)

6. Tips For Choosing An Executor For Your Will (00:18:45)

7. How to Make Probate Easy For Your Named Executor (00:20:43)

8. How Much Does Probate Cost Including Estate Taxes? (00:24:26)

9. Why Attorneys Want To Work With A Probate Specialist (Like Sherri!) (00:31:49)

10. How Long Does It Take To Get a Will or Estate Plan Done? (00:34:01)

37 episodes