Marketing to Attorneys + How to Approach Pre-probate | Probate Mastermind Episode #366

Recorded Live on February 17, 2022

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

After some technical difficulties, starts the recording and introduces the call. Bruce reminds callers about his upcoming class “The Agent DNA” that is starting next week. He gives a brief summary of the class and asks subscribers to keep an eye out on their email.

04:05 Marketing to Attorneys

Michael calls in looking for advice on how he should go about marketing to attorneys in his market. Bruce makes some great suggestions that focus on the idea of letting the attorney know the value of the probate services Michael can offer to the attorney’s clients. Bruce also emphasizes the importance of pitching the relationship as a two way street. Tim suggested that it may be worth it to simply buy time with the attorney in order to learn more about the attorney and begin to build a relationship.

22:00 Marketing to Pre-probate as an investor

A caller asks the question “What type of marketing budget should we plan for pre-probate and how can it compare to marketing to probate leads?”. Tim breaks down pre-probate. Bruce chimes in and informs the caller that mailers and calls to the leads are still important. Bruce and Tim explain that a more direct approach is needed and it’s important to be sensitive to the leads that are likely grieving . Chuck, a deal is going to come out of a conversation

32:22 Probate Deal Advice 

Christie calls in looking for advice on her situation in which she wants to help a family but can’t find a way to make it worth it for her without low balling the family which she does not want to do. Bruce suggests that she can still help the family by helping them renovate the house and listing it for a higher value.

40:00 How to Ask Attorneys for Business

Christie asks how she can go about asking attorneys for business. Bruce asks directly but waits until the 2nd or 3rd meeting/visit. First Bruce asks “Do you refer business to agents or investors?” and then asks “What do I need to do to get on that list?”. Tim brings back up the two way street relationship and explains that with pre-probate leads can be great referrals to send to an attorney because pre-probate leads are more likely to need help from an attorney.

47:15 Pre-probate Discount
Tim announces that the Pre-Probate discount for current subscribers will end at the end of the day tomorrow, 2/18/2022.

Subscribe to stay up to date on everything All The Leads.

Recent Posts

Compassionate Prospecting to Probate Real Estate Leads

Compassionate Prospecting to Probate Real Estate Leads: A Guide for Agents In the realm of real estate, probate leads represent a unique and sensitive category. These leads come from estates that are in the process of settling a deceased person's affairs, including...

Turn Probate “Lemons” into Unique Opportunities

In the dynamic world of real estate, every property has a story waiting to be told - even those that are less than perfect! For real estate agents specializing in probate properties, the challenge goes beyond transactions; it's about narrating the unique tales these...

The Pros & Cons of Establishing a Living Trust for Real Estate

The Pros & Cons of Establishing a Living Trust for Real Estate Real estate is a significant and often complex component of one's financial portfolio. As individuals seek effective ways to manage their assets and plan for the future, establishing a living trust has...

5 FREE Thanksgiving Facebook Covers

Elevate Your Real Estate Marketing This Thanksgiving! In real estate, staying current with your marketing is essential for success. If you use the same imagery all year long…it can quickly grow stagnant. This Thanksgiving, we're here to help you make a lasting...

Recent Mastermind Calls