Have you ever wondered:
How can I get deals and listings through referrals from Real Estate, Probate, and Wills and Trusts Attorneys in my market?
“What is Probate?” and how is it different from a trust?
What are the most common delays and issues in probate?
What should I know when my client has real estate that is in Probate?
How can I impress a probate attorney and win their business?
Which Comes First, The Probate Agent or the Lawyer?
Probate is a big ticket for BOTH attorneys and real estate professionals. Attorneys know people that need help with real estate, and real estate professionals know people that need help with Probate, Wills and Trusts, and Estate Planning. The truth is, Probate is a viable opportunity for both agents and lawyers, no matter who finds a client in need first. As an agent/investor, understanding what a Lawyer does and what they might need from you will provide a solid foundation for building referral relationships and providing a higher level of expertise to your clients.
So, What’s the Best Way To Build Relationships With Probate and Estate Attorneys Near You?
We’ve worked with thousands of agents and investors in teaching how to build lasting referral networks and strong relationships with attorneys, but until now, we’ve never heard the Do’s and Do-Not’s directly from an Attorney.
John Erik Fraker joins us today not only to lend his insight on what the legal side of probate involves, but also how agents can incorporate a basic understanding of the Probate legal process in their own business to provide exceptional value.
We are excited to bring this to you, and hope you find this valuable!
Check Your County for Probate Leads!
Nuggets In This Video
1:58ย Who is John Fraker?
3:03ย Where probate real estate and law intersect
5:10ย The true cost and pragmatic differences of probate vs. having an estate plan/trust
19:07ย What are the most common reasons for delays in Probate?
20:51ย What should agents/investors be ready for when working with Personal Representatives?
23:14ย The important question to ask Personal Representatives: โWho do you feel like should be part of these conversations?โ
24:13ย The most common challenges for Probate Attorneys in dealing with multiple heirs/people who have a role in the decision.
26:08ย How do (As an Agent/Investor) you build a referral network of probate attorneys that can bring you business?
29:49ย How you can bring real value to a probate attorney?
32:22ย What is the biggest mistake agents/investors make when trying to earn referrals from attorneys?
36:32ย How you can help attorneys market for new clients (since Attorneys canโt prospect the way Real Estate Professionals can)ย 41:47ย Whatโs the best way to meet attorneys?
45:35ย The Probate Checklist as a co-marketing piece.
48:48ย A story of the real value you can bring to an attorney and their client(s): Do you have an example of a realtor that really went above and beyond in their service?
54:33ย What does the real estate community need to learn the most about the probate law side of things?
57:08ย Whatโs your advice for legal clients that have real estate to deal with?
About the Expert – John Erik Fraker, JD
As a Private Client Attorney since 1999, I have had the privilege of representing many of Silicon Valleyโs most successful families with their Estate Planning, Asset Protection and Real Estate needs.
I am a zealous advocate for my clients, whether representing them in the buying or selling of real estate, or in the planning of their Estates.
As a Silicon Valley native, I have seen first-hand how the long-term appreciation of real estate and the financial success of my clients goes hand in hand.
Connect with John:
https://www.facebook.com/johnerikfraker
https://www.linkedin.com//in/johnerikfraker/
https://www.youtube.com/channel/UC1-IGRz19fr5eu4zGXU3Z-g
https://www.johnerikfraker.com/
https://siliconvalleyhomesandschools.com/
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