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Business

Turning Service Into a Probate Mission

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Turning Service Into a Probate Mission

A Different Path Into Estate Services

Most people don’t plan to build a career around probate and estate administration. For Jacob Schmalzle, the work began with a simple act of service at church.

Today, he is the founder of Spirit of Service (SOS), a company that handles estate executor and trustee responsibilities. But the idea didn’t start as a business plan.

It started with a neighbor who needed help.

“I play guitar at church and volunteer regularly,” Schmalzle says. “Someone in our church retirement community needed help planning for probate. I agreed to help before I even knew it was a paid role.”

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That moment set a chain reaction in motion. The experience exposed him to the complicated world of estate planning and probate. It also showed him how confusing the process can be for families already dealing with grief.

Word spread quickly within the church community. Soon more people were asking for help.

What began as a favor slowly became something bigger.

The Personal Loss That Shaped His Career

Schmalzle’s connection to estate work deepened after a difficult period in his personal life.

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Within a few months, he lost both his father and grandmother. His father, Pastor Bob, had been a major influence on his life and values.

The loss forced Schmalzle to navigate the estate process himself.

“After losing my father and grandmother within a few months, I was forced to learn the entire estate planning, probate, and trust process,” he says. “It was difficult to navigate without help, especially while grieving.”

That experience changed how he saw the industry.

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Many families were facing the same situation. They had paperwork, legal steps, and financial decisions to manage while dealing with loss.

Schmalzle began to see estate administration not just as paperwork, but as a service that required empathy.

“I have true personal compassion for my clients,” he says. “No one should have to endure the stress of probate alone during an already difficult time.”

Why Probate Often Becomes Expensive

The probate process is often handled by lawyers, banks, or family members. In many cases, the person named executor in a will does not have the time or experience to manage the process.

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When that happens, they frequently outsource the work.

Jacob Schmalzle noticed a pattern.

Probate cases can drag out for long periods. Professional fees often increase as the process slows.

“The role of executor is usually left to lawyers or banks,” he says. “Even when a child is named executor, they often lack the skills required and end up outsourcing the work.”

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That observation helped shape the structure of his company.

The Creation of Spirit of Service

In 2025, Schmalzle formally launched Spirit of Service.

The company provides estate executor and trustee services, helping families manage probate and trust distributions. The business focuses on efficiency and clear administration.

Schmalzle says the goal is simple: reduce unnecessary delays and keep more value within the estate.

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“Probate can get dragged out,” he says. “That often leads to unnecessary hourly billing on top of scale fees.”

Spirit of Service operates differently from many traditional firms.

The company charges no more than the state minimum executor fee of three percent. It also runs on a model designed to move cases forward quickly.

But the structure also includes something unusual in the estate services industry.

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Blending Estate Work With Charitable Giving

From the beginning, Schmalzle wanted the company to reflect the values he grew up with.

His father’s work as a pastor shaped how he thinks about stewardship and service.

“My dad taught me to see Christ in others and serve when we are called,” Schmalzle says.

That mindset influenced how Spirit of Service operates.

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The company donates 10 percent of its collected fees to a client’s church or chosen charity.

The idea is to build charitable giving into the legacy process itself.

“Many churches have estate planning programs,” Schmalzle says. “But when members need a third-party executor through probate, there hasn’t always been a service aligned with those values.”

Through the estates it has administered, the company reports donating more than $2 million to charitable causes.

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For Schmalzle, those outcomes matter as much as the administrative work.

“Success is enabling a client to give more to their children while also giving to the church,” he says.

Building Credibility in the Fiduciary Field

The fiduciary services industry relies heavily on trust and professional standards.

To deepen his expertise, Schmalzle joined several professional groups focused on estate administration and after-loss services.

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These include the Professional Fiduciary Council of Florida and Professionals of After Loss Services (PALS).

He says ongoing education is essential in a field where laws, procedures, and financial structures can change.

“I’ve joined these organizations to continue growing professionally,” he says. “The continuing education and support network are important.”

A Service-First Leadership Style

Despite building a growing business, Schmalzle still frames his work in simple terms.

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For him, the company is an extension of the same instinct that led him to help his church neighbor years ago.

“I never expected to start SOS,” he says. “It was simply saying yes to a call to serve and trying to keep my feet moving.”

That approach still guides his leadership.

“What I thought was my weakest moment, losing my father, gave me incredible compassion for others who are grieving,” he says.

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In an industry often defined by legal processes and financial structures, Schmalzle sees the human side of estate work as the most important.

“Faith helps me trust that my God-given talents have equipped me to serve those in need,” he says.

And for the families he works with, that mindset may be the real legacy behind the business he built.

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Leading Change in Higher Education

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Leading Change in Higher Education

How a First-Generation Student Became a Higher Ed Leader

David Shein did not start his college journey with a clear plan.

“I was a first-generation college student before we knew what that meant,” he says. “I didn’t have a roadmap.”

That early experience shaped his career. It gave him a clear focus. He wanted to make college easier to navigate for others.

Over the next 30 years, Shein became a leader in higher education. He built systems that helped students succeed. He also helped colleges rethink how they support them.

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Early Life and Education: Building Work Ethic Early

Shein started working young. He split a newspaper route with his brother. Later, he worked in stores, libraries, and even a cemetery.

These jobs taught him discipline and independence.

In school, he joined debate and theater. He then attended SUNY Oswego. He studied Philosophy and Political Science and graduated magna cum laude.

He continued his studies at Bowling Green State University before moving to the CUNY Graduate Center. There, he earned his PhD in Philosophy..

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His academic focus shaped how he thinks about systems and ideas.

Early Career: Learning How Colleges Really Work

While in graduate school, Shein began working at Lehman College.

He served as Coordinator of the Core Curriculum and led the tutoring center. This gave him direct insight into student needs.

“I worked closely with faculty and administrators to build connective tissue across academic and student affairs,” he says.

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That idea of “connective tissue” became central to his work.

He saw that many students struggled not because of ability, but because systems were disconnected.

Bard College Career: Building Systems That Scale

In 1999, Shein joined Bard College. He was hired to create a writing and tutoring center. He also became the college’s first disability support provider.

From the start, he focused on building structures, not just programs.

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Over time, he took on leadership roles, including Vice President for Student Success and Network Integration.

He also taught in the Philosophy department and First-Year Seminar.

But his biggest impact came from what he built.

He founded the Learning Commons. He launched Disability Support Services. He helped create the Center for Student Life and Advising.

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Each of these programs addressed a real gap.

“At the core of this work is a commitment to making the full college experience accessible,” he says.

Program Development and Innovation in Higher Education

Shein’s work went beyond campus services.

He helped secure accreditation for new programs and partnerships.

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He played a role in extending the Clemente Course in the Humanities to new communities, bringing college-level learning to underserved populations.

These projects reflect a clear pattern.

He identifies problems. Then he builds systems that last.

“It’s about helping students connect with their college experiences in ways that impact their lives beyond their time in university,” he says.

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Global Education and Fulbright Recognition

Shein’s work extended into international education.

He supported dual-degree partnerships and global programs across Bard’s network.

He also worked on Bard’s online Global Degree program. This expanded access to students around the world.

His efforts helped connect students across countries and cultures.

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In 2019, he received a Fulbright scholarship for his work in international education.

This recognition highlighted his long-term impact in the field.

Mentorship and Student Success Outcomes

Throughout his career, Shein advised hundreds of students.

Many of them went on to earn major awards, including Fulbright scholarships.

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But for Shein, outcomes are not just about recognition.

“It’s about helping students participate in meaningful ways in what can feel like an alien environment,” he says.

His focus has always been on engagement and belonging.

Life Beyond Work: Staying Grounded

Outside of his professional life, Shein stayed active in his community.

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He coached youth soccer and supported Model UN programs when his children were younger.

Today, he spends time fishing, traveling, and writing. He also volunteers at his local public library.

He participates in the Watershed Community Amphibian Migration Project, helping protect local wildlife.

These activities reflect his broader approach. Stay involved. Stay connected.

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What David Shein Is Doing Now

Upon retiring from Bard College, Shein retired from Bard College, he began working as an independent educational consultant.

His work now focuses on helping institutions improve advising systems, program design, and student support.

“I’ve spent my career helping students navigate environments that can feel unfamiliar,” he says.

That mission continues in his current work.

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Why David Shein’s Work Matters in Higher Education

Higher education is still evolving. Many students continue to face barriers.

Shein’s career offers a practical model.

He focused on building systems, not just ideas. He connected academic and student services. He expanded access through new programs.

Most importantly, he kept the student experience at the center.

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For someone who started without a roadmap, he has helped create one for others.

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Protein Works hails record revenues in ‘pivotal and transitional year’ as German sales grow

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Business Live

Company moved to new Liverpool campus

Laura Keir, CEO at Protein Works, at the company's Liverpool base

Laura Keir, CEO at Protein Works, at the company’s Liverpool campus(Image: Lorne Campbell / Guzelian)

Protein Works has reported record revenues in a “pivotal and transitional year” for the growing nutrition specialist.

The Liverpool business reported revenue of £55.1m for the year to August 31, 2025, up from £50.7m in 2024.

That year saw the company move into its new “state-of-the-art, vertically integrated” PW Campus in south Liverpool. In her report attached to the accounts filed on Companies House, CEO Laura Keir said: “The project was entirely self-funded, without external financing or additional debt. The directors consider this a meaningful demonstration of operational discipline and balance sheet strength.”

Pre-tax profit fell from £8.9m in 2024 to £7.2m in 2025, which directors say was in line with expectations in “a year of transition and sustained growth”.

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The directors’ report for parent company Class Delta added: “Continued UK growth was supported by good performance in our strategic international markets, which continue to build scale as we focus investment behind the markets that offer the clearest path to meaningful size outside the UK.

“The underlying international trajectory reinforces the directors’ view that the brand has genuine cross-border portability and they’re pleased an EU based 3PL (third-party logistics) re-platforming is also complete.

“Growth continues to be underpinned by a differentiated brand proposition built around taste leadership, science-backed ingredients and healthy habit-forming product formats that fit naturally into customers’ daily routines. Our core range of complete meal and protein shakes, plus growing savoury meals category, supports sustained engagement and high repeat purchase rates across our customer base

“This record performance was delivered through a period of significant internal change and against a challenging macroeconomic backdrop, which the directors consider a credible reflection of the resilience of the operating model and the capability of the team.”

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In a further update on its results, Protein Works added that over the year the business had seen its EBITDA margin improve by two percentage points.

It said international revenue had grown 15% in FY25, with Germany the fastest-growing market. And it hailed a “broadening” customer base, with women now accounting for 55% of UK customers and with more than half of its customers aged under 40.

Laura Keir said: “After 13 years of uninterrupted growth, the standards we set ourselves continue to rise, and I’m incredibly proud of how the team has delivered again in 2025. This year has been the most significant operational year in the company’s history, setting out to do three hard things at once: grow the business, move into a new facility, and kick off a brand re-launch, and I’m very proud to say, we did it! That we delivered record revenue and our best-ever margin performance through all of it reflects the depth of the team we’ve built and the underlying strength of what we’ve created over 13 years.”

Nicola McQuaid, partner at YFM, the private equity backers of Protein Works, added: “This is a business that has consistently delivered on its ambitions, and it’s a privilege for YFM to support the team. Record revenue and improved margins, achieved through a year of major operational change, speak to the quality of leadership Laura and the team have delivered.”

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