Probate Mastermind #221

Recorded Live on March 28, 2019

In our weekly Probate Mastermind calls, real estate agents, investors, and related professionals join All The Leads partners to ask questions and seek advice about different chokepoints they come across while nurturing their probate leads. Learn how to overcome common and not-so-common objections from personal representatives who may be facing some difficult decisions regarding inherited property. Our approach is to help professionals establish themselves as THE probate specialist in their market(s), providing comprehensive, value-oriented services to clients by working with a network of local vendors to meet any need a prospect has.

Call Recap:

•What is the best approach to marketing to an Attorney? Should you use an invitation or business style envelope?

•I have a few leads that appear to have incorrect information. What is the process to collect the court data and how does the validation work? If there are things that look incorrect, contact Support to investigate.

•How do we best position ourselves to the family and how do we differentiate our services.

•Once the PR has the authority to list the property, what are the next steps in order to complete the sell. Each state can be different.

•Sent out my first batch of letters and starting to do the follow up calls. What tools do we have to be better prepare for the calls?

•Just signed up and want to know how the ISA calls work? What is the length of time that a probate last and when can the property be listed?

•Have property in Texas and the PR does not think they have the authority to list the property. Show that it is in the family’s best interest to list now to take advantage of the market trends.

•Found a property that appears to not have gone through Probate yet since the deed is still in a deceased person. A bank also appears to be on the deed. Where do I go from here?

•In CA and I want to take my broker on an appointment with me? Is that a good idea? Why do you need to take the broker? Need to set the right expectations between both of you and your roles. I also have an investor who can give a quote.

•Questions of using a script for my ISA or VA? Only want them to set up appointments. Focus positioning as a Probate Specialist Service and find out challenges they may be having and set appointment to review. Just took new listing and working on another. Try hanging out at the Probate courts.

•Have property still in deceased name and the PR daughter did not go through Probate and the daughter died. Now the property is going to foreclosure. There is a son. What can we do to stop the foreclosure and file for Probate?

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