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Navigating Emotional Probate Cases & Creating Value by Serving Clients First | ATL Mastermind 524
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Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!
Today’s episode of the All The Leads Mastermind podcast featured a deep dive into probate real estate strategies, led by our community of agents and investors. The initial discussion revolved around helping a client whose father was near the end of life, focusing on pre-death estate planning to potentially avoid probate. Panelists explored various options, including creating trusts, using ladybird or quitclaim deeds, and setting up beneficiary designations on assets. The importance of understanding probate laws across different states (notably Arizona and Washington in this case) was highlighted, alongside the need to act swiftly while the client is still alive. Additional insights included the value of financial advisors, tips on building relationships with grieving families, and how to approach emotionally sensitive situations—particularly when the deceased is young. The group also discussed marketing strategies, CRM tools, co-listing in difficult family dynamics, and the importance of follow-up and authenticity. The episode emphasized patience, relationship-building over transactional sales, and providing genuine help during emotionally challenging times as a path to long-term success in probate real estate.
Previous episodes: AllTheLeads.com/probate-mastermind
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Be sure to check out our full Mastermind Q&A Playlist
Chapters
1. Introductions (00:00:00)
2. Scott's Lead and Probate Discussion (00:00:31)
3. Avoiding Probate: Strategies and Advice (00:03:16)
4. Advice on Handling Sensitive Situations (00:13:07)
5. Building Relationships and Providing Value (00:26:07)
6. Effective Email Marketing Strategies (00:32:33)
7. Handling Probate and Real Estate Conversations (00:33:12)
8. Navigating Client Relationships and Listings (00:35:03)
9. CRM and Lead Management Tips (00:46:35)
10. Investor vs. Realtor Strategies (00:53:25)
11. Final Thoughts (00:58:17)
260 episodes
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