In this episode of Probate Notes, Sam Price sits down with professional fiduciary Gabriela Fisk of IE Fids to unpack what really goes into documenting and managing personal property in probate and conservatorship cases. Drawing on her background in insurance and fiduciary work, Gabriela explains why thorough asset documentation is essential not just for compliance, but for risk management, transparency, and reducing conflict among beneficiaries.

Gabriela walks through her methodical, boots-on-the-ground process for inventorying homes, vehicles, safe deposit boxes, and specialty collections, from artwork and jewelry to unexpected heirlooms. She shares practical insights on working with probate referees, appraisers, auction houses, and other professionals, and explains how good documentation can prevent disputes and protect the estate.

A practical, behind-the-scenes conversation on how careful process creates clarity, trust, and value in probate administration.

In this episode, you will hear:

• What a professional fiduciary does and how Gabriela Fisk entered the field
• The licensing and experience required to become a professional fiduciary in California
• Methodical processes for documenting homes, vehicles, and personal property
• Using photos, notes, and inventories to support probate referees and appraisals
• Handling specialty items like artwork, jewelry, collections, and safe deposit boxes
• Risk management and transparency to reduce beneficiary disputes

Resources from this Episode

https://www.iefids.com/

The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw

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Episode Credits

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