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Camarillo, California, United States
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Articles by David
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Estate Settlement in COVID-19
Estate Settlement in COVID-19
Estate Settlement of personal property and tangible assets between heirs has always been one of the most challenging…
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2 Comments -
60 Minutes - Artificial intelligence project lets Holocaust survivors share their stories forever. Grandma too?Apr 7, 2020
60 Minutes - Artificial intelligence project lets Holocaust survivors share their stories forever. Grandma too?
This weekend's 60 Minutes show on CBS promoted the project documenting on video the stories, personalities, voices and…
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Appraisals and Inventory Easier to Work With OnlineJun 6, 2018
Appraisals and Inventory Easier to Work With Online
FREE Home Asset Inventory Tools Make Stacks of Printed Appraisals Inconvenient and Unnecessary
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FairSplit.com's Online System Provides Transparency and Inclusion for All Estate HeirsJun 14, 2017
FairSplit.com's Online System Provides Transparency and Inclusion for All Estate Heirs
When a family or executor is faced with how to divide the personal property of an estate, practical and emotional…
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Looking forward to attending the Purposeful Planning Institute's Fusion and Rendezvous conference this week in Colorado!Jul 25, 2016
Looking forward to attending the Purposeful Planning Institute's Fusion and Rendezvous conference this week in Colorado!
Some of the Purposeful Planning Institute's members provided early encouragement and input for the FairSplit solution…
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NYTimes.com article discussing challenges of dividing items not named in a willApr 15, 2016
NYTimes.com article discussing challenges of dividing items not named in a will
NY Times - When dividing assets, the little things matter
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A new understanding of public speaking brought to life at "Rock the Room" with Victoria LaBalme. Keynote or presentations reinvented!Feb 28, 2016
A new understanding of public speaking brought to life at "Rock the Room" with Victoria LaBalme. Keynote or presentations reinvented!
Rock the Room
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FairSplit beta testing now with a limited number of FREE accounts. Makes dividing or downsizing estates with scattered family accessible and fair.Feb 4, 2016
FairSplit beta testing now with a limited number of FREE accounts. Makes dividing or downsizing estates with scattered family accessible and fair.
After more than five years in development we are ready to offer a limited number of free accounts in exchange for…
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Robin Williams' Estate Wishes Not Being HonoredMar 31, 2015
Robin Williams' Estate Wishes Not Being Honored
In an all too common situation after a death, Robin Williams' family is suffering from the very common woes of an…
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6K followers
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David MacMahan posted thisFor those of you that friends on Facebook, my account has been fully hijacked and Meta is incredibly unavailable to help. They are posting stories that I am dealing and certified as CRYPTO, total scam. Do not fall for any Facebook messages.
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David MacMahan shared thisGreat achievement and great company and founders. Congratulations!David MacMahan shared thisCongratulations to Leah Del Percio, TEP and Tara Faquir - MBA, co-founders of Trustate and members of the Embarc Collective community, on being named to Inc. Magazine's Female Founders 500 list The annual list from Inc. recognizes the most dynamic and impactful women entrepreneurs in the United States — honoring founders whose innovation, leadership, and measurable growth are shaping the future of their industries. Collectively, this year’s honorees generated $12.3B in revenue in 2025 and $12.2B in funding to date, underscoring the economic power of women-led companies. Through Trustate, Leah and Tara are modernizing the trusts and estates industry by building technology that helps legal professionals uncover assets, streamline complex workflows, and deliver better outcomes for families during critical life moments. We’re proud to see their leadership and impact recognized on a national stage. Congratulations to Leah, Tara, and the entire Trustate team on this well-deserved honor. 🔗 See the full Inc. Female Founders 500 list: https://lnkd.in/ed-zTMea
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David MacMahan shared thisThis made me smile. If you find yourself needing to clear an estate of a parent’s passions and memories, be sure to catalog first using an app like FairSplit or Artifcts. This entire room would take no more than two hours to fully inventory with AI doing the work. You just click-click-click photos. You’ll feel better about selling those to others that enjoy them. With FairSplit, you can invite all family members in to look at everything online to choose and divide things they would like to keep. #collections #estateMy mom has been collecting miniatures for 50 years. They have taken over our 1000-square-foot basement.My mom has been collecting miniatures for 50 years. They have taken over our 1000-square-foot basement.
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David MacMahan shared thisWe appreciate being a partner of Estateably and the chance to improve the estate division of personal property with an online process, and the efficiency of Ai to list things.David MacMahan shared thisCheck out what’s new at Estateably this month! From custom transaction categories, a quick tip for managing contacts, to a spotlight on our partner to help you explore Legal AI - our newsletter has got all the insights to help you work smarter. Don’t miss a thing. Subscribe to “Duly Noted” and stay in the loop 😉 Subscribe Now: https://lnkd.in/eEGWHyXeNew Updates, New Tips - Your Estateably Roundup for February 2026New Updates, New Tips - Your Estateably Roundup for February 2026Estateably
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David MacMahan shared thisFairSplit has been assisting families in listing, sharing, and dividing tangible personal property online for fifteen years. If your firm is not facilitating family division of personal property online, and still relying on spreadsheets and emails, consider reaching out to learn more about how our services boost efficiency and avoids conflict. #estatesettlement #personalproperty #trusts #estates #fiduciary #probate
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David MacMahan shared thisExcited to renew our partnership with #EBTH at #Heckerling and look forward to a great 2026. This will be a great resource to help our client families, turn unwanted, personal property into cash for the estates. #estatesettlement #personalproperty #auctions
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David MacMahan shared thisGreat connecting at Heckerling with our business partners at Estateably to help make settlement of personal property online, fair and efficient. #Estateably #personalproperty #trustsettlement #tangibleassets
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David MacMahan shared this#Heckerling Excited about new partnership with great company, Trustate to address personal property listing and dividing in estate planning and settlement. #Trustate #estateplanning #estatesettlement
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David MacMahan shared thisAt Heckerling introducing the most fair and efficient way to divide tangible personal property ever devised. This patent pending approach is a game changer in estate planning and settlement. See if you agree. Comments welcome. #Heckerling #estateplanning #estatesettlement #personalpropertyDYBBS - Dynamic Blind Bidding System for Online Division of Personal Property (Estate Settlement)DYBBS - Dynamic Blind Bidding System for Online Division of Personal Property (Estate Settlement)
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David MacMahan liked thisDavid MacMahan liked thisThe best investment a company can make isn't in a product roadmap. It's in the people building it. Time away from the day-to-day creates space for the conversations that actually move the needle; the ones about why we're building what we're building, and who we want to be as a team while we do it. At Trust & Will, we're in the business of helping families protect what matters most. That mission only works if the people behind it feel that same sense of care from the inside out. That's what retreats like this are really for. 🏔️ Plus, it gave everyone an opportunity to see Cody Barbo and Daniel Goldstein in 80s hair band wigs.
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David MacMahan liked thisDavid MacMahan liked thisThe Small business expo by NYC Department of Small Business Services Business Services was a great opportunity and a reminder that together we are stronger and thrive. Thanks to Evelyn Carrasco, M.B.A., H.R.M. (Honors) I got to attend and connect with city agencies and fellow entrepreneurs. So grateful for such a great mentor.Meeting people that inspire you like my dear friend Joyce… Celebrating small business month!
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David MacMahan liked thisDavid MacMahan liked this⭐Testimonial Tuesday⭐ A move after 47 years in the same home is no small undertaking, which is why this testimonial means so much to our team. 💙 We’re grateful to the Director of Sales & Marketing at one of our client communities for forwarding these kind words from a resident who recently completed their move with our support. “Thank you for all you did to make this happen so effortlessly,” shared the community contact alongside this resident’s experience. Helping older adults and their families navigate realtors, downsizing, moving coordination, and every detail in between is exactly why we do what we do. #agoodmove #LivNowRelocation #SeniorLiving #SeniorTransitions #Downsizing #MoveManagement #RelocationServices
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David MacMahan liked thisDavid MacMahan liked thisWe are honored that Family Wealth Report has recognized Gresham Partners for our work serving ultra-high-net-worth families, naming both our firm and two of our partners as winners in five award categories at last week’s gala dinner, including: -Multifamily Office ($5 billion to $15 billion) -Outstanding CIO Ted Neild -Wealth Planning -Women in Wealth Advisory (Individual) Kim Kamin -Leading Individual (MFO) Kim Kamin Gresham is thankful for this honor and grateful for the opportunity to serve our clients with unwavering dedication. Our success is a direct reflection of the trust our clients have placed in us. Thank you to the Family Wealth Report judges for this tremendous recognition – and congratulations to our colleagues in the industry on their well-deserved wins!
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David MacMahan liked thisDavid MacMahan liked thisHello, Wisconsin! 👋 We're excited to be going to National Academy of Elder Law Attorneys (NAELA)'s 2026 Conference and can’t wait to see everyone there. If it’s been a while since you’ve seen Trustate, a lot has changed, and we mean a lot. From new features to a more complete approach across the T&E lifecycle, we’ve been busy. Stop by, say hi, and let us show you what we’ve been building. #NAELA2026
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David MacMahan liked thisDavid MacMahan liked thisWe just published our first Trustate Insights Report! ✨ Built from real data across thousands of trusts and estates matters, it offers a look at how modern practices are *actually* operating. The full report is available to subscribers in the Trustate Community, but we’re sharing a preview on our blog, so take a look! https://lnkd.in/eY8hM3qXWe just published our first Trustate Insights ReportWe just published our first Trustate Insights Report
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David MacMahan liked thisAmanda Doucette, TEP captures exactly why this work matters to me: estate administration is already heavy enough for families, and the process supporting them should not make it heavier.David MacMahan liked thisI recently met with a client to sign documents ments related to her husband’s estate. She shared something that stayed with me. She was not the executor. That responsibility had been given to other family members. In fact, the only documents she needed to sign were tied to assets where she was a named beneficiary, along with transfers for jointly owned property. On paper, her role was minimal. But her experience was anything but. She told me she found the entire process overwhelming and far more than she expected. Each time she had to review paperwork, attend a meeting, or deal with the bank, it would take a toll. She’d go home needing to decompress, almost as if each task reopened a layer of grief. It sparked a powerful conversation about something we do not talk about enough: The emotional burden of estate administration. When we choose an executor, we often focus on trust, capability, or fairness. But we don’t always consider timing, emotional proximity, or the weight that role can carry, especially during a period of loss. Even for those not named as executor, involvement in the process can still be deeply triggering. Estate planning is not just about distributing assets. It is about people, relationships, and the lived experience of those left behind.
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