Unlocking Probate Secrets: Strategies for Building Relationships & Growing Your Business

Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

In this video, experts discuss proven probate strategies, including accessing free records, working with attorneys, and building your pipeline. Learn tips from seasoned professionals like Bruce, on how to approach courthouses, overcome probate challenges, and maximize referrals. Plus, get valuable insights into networking events, multi-touch campaigns, and managing relationships with overwhelmed solo practitioners. Don't miss out on actionable advice to boost your probate real estate business!
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00:00 Introduction
02:11 Frankie Shares: Free Probate Records in Franklin County: How to Access Them
04:27 Getting Courthouse Staff to Share Insights: Bruce Asks Frankie
04:48 Frankie's Approach: Introducing Yourself at the Courthouse
5:50 Bruce Praises Frankie's Courthouse Strategy
08:27 David Shares a Probate Closing Challenge
11:01 Bruce advise: How to Support an Overwhelmed Solo Practitioner
14:16 Bruce asks David, What's Your Pipeline Look Like?
14:26 David Shares His 13 Listings: Half Are Probate
16:50 Bruce Explains the Importance of Pipeline in Business
20:15 Bruce Reads Teddy's Question on the Most Effective Prospecting for Building Your Pipeline
20:25 David Talks About the Tough Balance Between Probates and Referrals in Building Leads
23:58 Michelle Shares Valuable Probate Tip About Amendments and Court Paperwork
26:40 Michelle Seeks Advice on Capitalizing on Positive Attorney Relationships for Business
27:26 Bruce Shares Tips on Building Relationships with Attorneys for Business Growth
33:10 Michelle Asks About Attorney Events for Networking Opportunities
33:34 Bruce on Becoming a Vendor for the Bar Association
37:01 Rodger's Strategy: Hosting a Lunch-and-Learn for Attorneys
44:47 Bruce: Comparing High-Touch and Low-Touch Probate Approaches
46:50 Darlene's question about finding probate listings beyond working with attorneys
46:59 Bruce explains why attorney relationships aren't the only path to success in probate real estate
51:06 Keegan's Question: Systems for Following Up with Attorneys After the First Call
52:35 Bruce invites the group to share their experiences with multi-touch campaigns
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