Learn the 3 myths of probate and trust administration: outsourcing, process control & client expectations. On today’s podcast, we’re talking to probate and trust administration paralegal Sandie Vedder, who has a combined 37 years of experience supporting estate planning attorneys across the country.

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What you’ll learn in this episode:

  • How to turn a Probate & Trust Administration practice into a processed profit center
  • How much is too much to pay a probate paralegal
  • Myth #1: You can’t outsource this “confusing” area of law
  • Myth #2: It’s impossible to control the probate & trust administration process, revenue, players and life cycle of the file
  • Myth #3: This area of law doesn’t require a dedicated person

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This workbook is intended to be used in conjunction with the book, "Fix My Boss" to cultivate respect, risk courageous conversations, and increase the bottom line. The exercises and activities provided will guide you through a step-by-step process of understanding, analyzing, and taking action to create positive change in your workplace.

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