In this episode, Bruce Bean sits down with Bryan Devore, a seasoned San Diego residential real estate agent with over 20 years of experience, to unpack the often confusing and emotionally taxing world of probate. Bryan shares how his work with seniors and estate planning attorneys led him into the probate niche and why avoiding probate through a properly structured trust is crucial.
Listeners will learn:
Why having a trust can help you avoid the costly and lengthy probate process
Common mistakes homeowners make—especially after refinancing—that invalidate a trust
What roles trustees and successor trustees play when a loved one passes away
The growing risks of real estate litigation and how to stay protected
Why it’s important to revisit and update your trust regularly
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