Paul Yokabitus - Podcast Details

Shows

Estate Planning Nightmares.....and how to avoid them!Inside the Mind of a Legal Disruptor: Paul Yokabitus on Planning, Scaling, and ServingIn this episode of Estate Planning Nightmares...and How to Avoid Them, I sit down with Paul Yokabitus — a powerhouse estate planning attorney and entrepreneur based in Cary, North Carolina.Paul is the founder of Cary Estate Planning, one of the fastest-growing law firms in the country, as well as PlanWell Legal, Discovery Legal Marketing, and Elite Planner. We talk about his journey from Michigan to the Triangle, how he scaled a firm from scratch to 40+ team members, and the “nightmare scenarios” he helps families avoid every day.You’ll hear:• One...2025-06-2636 min

Maximum LawyerInsights on Growth, Marketing, and Client Service in Estate Planning with Paul YokabitusWatch the YouTube version of this episode HEREAre you a law firm owner who is thinking about improving how the business operates? In this podcast episode, Tyson chats with Paul Yokabitus, a guest expert in legal and financial planning. They discuss Paul’s journey in building a successful firm.Building a successful law firm involves understanding the risks that might exist. Tyson and Paul discuss how attorneys should operate when attacking these risks. It involves starting each day with an agenda that is intentional in getting things done and tackling any is...2024-11-1948 min

Maximum LawyerFishing with the Right Bait: Scaling Your Firm Through Webinars w/ Paul YokabitusToday we're excited to share a presentation by Paul Yokabitus from MaxLawCon 2021! Tune in to learn more about how to use Facebook ad campaigns as a mechanism for scale.Paul is a talented and experienced Estate Planning Lawyer in Cary, NC who was born and raised in Grand Rapids, Michigan. The economic downturn led Paul and his wife, Alix, to the Triangle where Paul attended Campbell University School of Law and later planted his roots in the Cary community. His focus on the client-attorney relationship and the peace of mind of his clients sets...2022-06-2522 min

Five Star Counsel PodcastFive Star Recap - Episodes 70-78This week, we take a look back at the last nine episodes of the show, recap the main points, and give a little more perspective and discussion. We've had such great guests, and want to really sink these lessons and takeaways in. Join us for some quick-hitting breakdowns and service wisdom. We break the episodes down thusly. Workflow/Management/Employee Ops 70. Nailing Your Interview and Hiring Process w/ Molly McGrath 71. Training Your Staff for Tech Proficiency w/ Alicia Pierre 73. The Eight Layers of Legal Cybersecurity w/ Tom Lambotte 76. Reimagining Your...2022-02-0131 min

Five Star Counsel PodcastUtilizing Webinars to Land Your Ideal Clients w/ Paul YokabitusAre you curious about using webinars to attract clients? How do you get started? What's the right path for you and your firm? Paul Yokabitus is our guest this week. Paul is the founder of Cary Estate Planning and Planwell Legal, where he practices Estate Planning law. Paul took what was looking like a disastrous downturn at the start of the pandemic, and turned it into a well-oiled client acquisition machine using webinars and lead-gen advertising. Paul and I discuss how you can use webinars to attract the best possible clients for your firm, and...2022-01-1830 min

Exhibit (A)ttorney ShowThe Art Of Scaling Your Firm With Webinar Marketing With Guest Paul Yokabitus!Paul Yokabitus, walks us through how you can take advantage of webinar marketing and the tools it provides to grow your firm.2021-08-3051 min

Maximum LawyerMaxLawCon 2021 Speaker Paul YokabitusIntroducing MaxLawCon 2021 speaker Paul Yokabitus. Paul is an attorney and founder of Cary Estate Planning in North Carolina and the founder of PlanWell.Legal. https://maximumlawyer.com/mlc21speakerpaulyokabitus/Join us in St. Charles, MO at the Ameristar Casino, Resort, and Spa to hear his presentation: Fishing With the Right Bait: Scaling Your Firm Through Webinars on FacebookWatch the sneak peek. Ticket sales end today, Friday August 27th at 5:00 PM CT. Grab your seat at MaxLawCon 2021 today! ...2021-08-2705 min

Work Pants FinanceEstate Planning: Turn What’s in your Heart into an Effective Plan – Interview with attorney Paul Yokabitus of Cary Estate PlanningWPF 17 serves up a wide-ranging discussion of estate planning, entrepreneurship, and business processes. Paul Yokabitus and I discuss who needs an estate plan, when, and why – as well as the connection between bussing tables at age 14 and serving clients in a law practice twenty years later. Paul’s advice for entrepreneurs: Seek discomfort and take risk. By following his own advice you’ll hear about Paul’s experience taking a services business from a solo practice to more than a dozen employees in less than three years. Key Take-Aways Estate planning is one o...2021-04-1449 min

PlanWellThe 2020 Election: What It Could Mean For Estate PlanningThe 2020 election is a hot topic throughout the United States and the world. It goes without saying that this election (and year) will go down in history. What does the election mean for estate planning? Should we expect any changes if the White House goes to Biden? Paul answers these questions and goes into what might happen if there is a party switch. Listen to find out how your estate plan might be effected!2020-11-0615 min

PlanWellWhy Aren't Celebrities Planning Their Estate?On this edition of the PlanWell podcast, Paul discusses yet another celebrity who passed away without planning their estate. We see it in the news all the time, a celebrity passes away and a few months later we find out that they never created a will. Most of them have a lot of money and assets, so why wouldn't they plan? That's the million dollar question... Listen to find out which celebrity failed to plan their estate and why the circumstances of this case left everyone (especially those of us in the estate planning field) confused.2020-10-3013 min

PlanWellWe're Back! Catching Up & Discussing What's Coming!Time for season 2 of the PlanWell Podcast! We've been busy growing our team and planning out some exciting stuff that CEP will be doing! We're now up to 11 team members and we have added a second Cary office. We are excited to be able to help out more people in our community! We will also be starting a memorial scholarship for students who have been impacted by drug addiction, in memory of Paul's late brother, Will. Lastly, we will be showing our appreciation for Special Education teachers. Listen to find out how you...2020-09-0400 min

The Successful Lawyer PodcastClient-Attorney Relationship: Putting Your Clients First With Paul YokabitusClient-attorney relationship, particularly client satisfaction, is a defining factor for the success of any business, and those in the legal services industry is not an exception. In this episode, the founder of Cary Estate Planning, Paul Yokabitus, shares how the Coronavirus pandemic has affected the industry of legal services. Being a tech-savvy lawyer, he fully utilizes technology in order to provide top of the line services for their clients despite the circumstances. As someone who does webinars to educate, he explains the differences between doing digital webinars and live webinars and the benefits of both sides. Paul also shares an...2020-09-0235 min

PlanWellEstate Planning for Entrepreneurs: TBBPaul speaks virtually to local entrepreneurs about estate planning at a recent meeting for the Triangle Business Breakfast. After his introduction, he goes on to talk about how he got where he is today and how estate planning is crucial for business owners. In addition to a traditional estate plan, business owners need to plan for what happens to their business if they become incapacitated or pass away. Who's going to run the business and what rights do they have to operate it? Listen to find out what steps business owners need to take to...2020-07-3100 min

PlanWellInterview with Charles Irvin of Luca PartnersPaul interviews Charles Irvin of Luca Partners about his investment firm in the Triangle area (office locations in Raleigh & Durham). Charles has been with Northwestern Mutual since graduating college and has 10 years of experience in finance under his belt. While Luca Partners is new, the partners have been working together for a long time. Charles speaks about the formation of his firm and how they adjusted to the global pandemic. He talks about how hard his team worked to adjust their clients portfolios when the market went down. Listen to find out about how...2020-07-2400 min

PlanWellInterview with Aleksandra Anderson of Anderson LegalPaul interviews Aleksandra Anderson of Anderson Legal about her law firm in Cary, NC. She started out studying neuroscience and pivoted to work in construction litigation. She now represents small businesses in litigation ranging from just 1 employee to about 20. She speaks about how COVID-19 has impacted her business and how it has come out stronger once the re-opening started. Listen to find out about the issues that a lot of small businesses face and how her firm can help them. You can connect with Aleksandra through the following platforms: 2020-07-1700 min

PlanWellInterview with Kenzie Clark of Able Transition ConsultingPaul interviews Kenzie Clark of Able Transition Consulting about her business here in North Carolina. Kenzie has been in special education for her entire career. While working in the school system, she saw a lack of readiness for the transition into adulthood for people with special needs. She decided to take a leap of faith to help those people that need guidance to transition to adulthood. Listen to find out how she helps people with special needs and their families! You can connect with Kenzie online through the platforms below! Website: abletransitionconsulting.com ...2020-07-1000 min

PlanWellInterview with Justin Osborn Of Counsel CarolinaPaul interviews Justin Osborn of Counsel Carolina about his law firm located in Raleigh, NC. Counsel Carolina handles all types of cases and they have an interesting way to help people who can't pay for legal services. Listen to find out about their approach to help their community. He also lets you know how you might be able to get out of a traffic ticket without a lawyer! You can connect with Justin and his firm online through the platforms below! Website: counselcarolina.com Facebook / Twitter / Instagram: @CounselCarolina Linkedin: linkedin.com...2020-07-0300 min

PlanWellTalkin' Personal Responsibility!Today Paul talks about taking personal responsibility during these uncertain times. He reminds everyone that even though a lot of things are out of our control right now, it's important to take control of what you can in your life!2020-06-2600 min

PlanWellInterview With Nick Dowgul Of North State LawPaul talks with Nick Dowgul, the owner/attorney of North State Law located in Cary. Nick handles administrative and family law. Paul speaks with Nick about his diverse background and how he is liking owning his own law firm in the area. He also touches on how things have changed for his practice since the COVID-19 pandemic. (Slight error in this weeks podcast - this is episode 8!)2020-06-1900 min

PlanWellThe Payroll Protection Program Flexibility ActPaul talks about the newly passed Payroll Protection Program Flexibility Act. He touches on how some of the previous provisions of the PPP loan has changed, including the time span of using the funds and the amount that has to be used for payroll.2020-06-1200 min

PlanWellPhase 2 - Reopening NCPaul speaks about what's going on in NC during phase 2 of the reopening plan. He talks about businesses that are open and those that aren't open as well as the restrictions that businesses have. He also gets into what Cary Estate Planning is doing during this phase.2020-06-0500 min

PlanWellInterview With Jenny Bradley Of Triangle Smart DivorcePaul speaks with Jenny Bradley of Triangle Smart Divorce about how COVID-19 has impacted her firm along with her take on the topic of divorce and what she expects when we get back to "normal" We also get know her on a more personal level when she takes the hot seat!2020-05-2900 min

PlanWellWhy Aren't More People Planning?Paul discusses the statistics behind estate planning and how they've changed over the past few years. He also shares his own insights on why people aren't doing estate planning.2020-05-2200 min

PlanWellInterview With Chris Walsh From Keystone Financial PartnersPaul talks with Chris Walsh, a Certified Financial Planner, about financial planning and how a financial advisor can be a helpful tool. Chris has a passion for what he does and helps people all over the Triangle manage their finances. Chris also created 'Wealth Wise' which is a great tool for younger professionals to start investing. “We started Wealth Wise in 2017 because professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." - Chris Walsh 2020-05-1500 min

PlanWellUnpacking The Paycheck Protection ProgramToday Paul is joined by Cary Estate Planning's Marketing Coordinator, Austin. They discuss the PPP Loan and the issues surrounding it. Paul & Austin talk about the roll out of the program and what it means for small business owners in NC.2020-05-0800 min

PlanWellStrange Times (COVID-19)Today Paul talks about how COVID-19 has impacted estate planning in North Carolina. He goes into how we've made changes at Cary Estate planning to make sure our services are still accessible with the safety of our clients & staff as the top priority. He also speaks on how new laws might come into play for signing documents virtually.2020-05-0100 min

Able Transition: Dreams FulfilledEpisode 5: Special Needs Planning with Paul YokabitusWe have an amazing guest on the podcast today and you are not going to want to miss this episode. Today Paul Yokabitus is adding his voice to the Dreams Fulfilled Podcast. Paul Yokabitus is an Estate Planning and Special Needs Planning lawyer and owner of Cary Estate Planning. He has offices in Cary, Raleigh, and Wake Forest. He helps parents through the Special Needs Planning process, including Special Needs Planning, ABLE Accounts, and Adult Guardianship and Powers of Attorney. Most importantly, he helps guide parents towards the ideal outcome for their family and their needs. You...2020-04-2137 min

Maximum LawyerRunning My Own Law Firm: Day 1 ft. Paul Yokabitus ML115Visit MaximumLawyer.com for complete show notes of each podcast episode, tips, hacks and more resources! In this episode, Jim and Tyson interview Paul Yokabitus, an estate planning attorney who has just launched his own firm: Cary Estate Planning, from North Carolina. Listen as they discuss the launch of the firm covering the most fundamental topics of it: mindset, marketing, strategy, referrals and more!Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Fa...2018-10-1830 min