Pre-probate Leads Are Here! | Probate Mastermind Episode #364

Recorded Live on February 03, 2022
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These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!

Call Re-cap:

00:00 Introductions

Coach Chuck sings the praises of the many subscribers he has been working with and says everyone has had a great mindset and approach which is 80% of the battle when working probate leads. Tim announces our newest product, pre-probate leads and explains some of the ins and outs from how we get the leads to how you can make the most of them.

11:53 How to Sign Up for Pre-probate Leads

Current subscribers interested in pre-probate leads can find the pre-probate interest form in the subscriber portal menu under the My Leads drop down.

19:55 How to Join the Roleplay Training Sessions

Joe, a caller interested in getting started in probate, asks how he can join the roleplay call that happens on the 2nd day of Probate Foundations Training. Subscribers are welcome to sign up for Probate Foundations from their login portal. Non-subscribers looking to take Probate Foundations should call (844) 532-3369 or visit to sign up.

25:10 the Differences Between Pre-probate and Probate

Tim explains that pre-probate leads are tied to death records where probate leads are based on the filing of probate. Tim provides more details on the pros and cons of each lead source and whether one lead type is better than the other for a real estate agent over an investor. Bruce explains the differences in marketing to pre-probate leads vs marketing to probate leads. The team dives into

38:30 How to Help Heirs That Don’t Want to File Probate

Joe calls back to get advice on how to handle heirs that don’t want to file probate and personal representatives that want to renounce their role in probate. The team offers advice and options for how Joe can handle those situations.

49:05 Pre-probate Recap

Tim recaps the pre-probate announcement for any callers joining in late.

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