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In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss the most effective skip tracing methods and software for a probate list obtained from the county, the use of popstreams to filter and generate a targeted pre-probate lead list, and more!
If you are exploring the idea of building a probate niche in your real estate business, take this FREE Probate Foundations course. In this 2 hour digital course, you’ll learn the basics of what probate is, realistic conversion expectations, solutions to probate challenges, proven marketing approaches (which includes an opening script!), and actionable steps to start your business in probate. Sign up here: https://courses.probatemastery.com/offers/FcvuDdG6
Questions about Probate Real Estate trainings, digital courses, and educational opportunities? Schedule a time to talk with Course Advisor, Luis here:
https://calendar.app.google/q4iiFdi8pSZgEvSD6
🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
14:13 Peter Seeks Advice on the Most Effective Skip Tracing Methods and Software for a Probate List Obtained from the County Courthouse
14:37 Bill Suggests Seeking Advice on Skip Tracing for a Probate List by Posting the Question on the Estate Planning Website, Promoting Community Engagement and Knowledge-Sharing
16:10 Renae Highlights the Use of Popstreams to Filter and Generate a Targeted Pre-Probate Lead List
20:52 Samson Inquires About Renae's Approach to Customizing Probate Letters
21:57 Renae Discusses her Personalized Approach to Probate Letters
23:09 Bill Commends Renae's Personalized Approach to Probate Letters
27:31 Bill Provides a Quick Recap of Probate Mastery's Weekly Coaching Call, Setting the Stage for the Ongoing Discussion
29:17 Nick Seeks Guidance on Navigating Reverse Mortgages in Probate Scenarios
30:37 Bill Provides Insights and Guidance to Nick on Dealing with Properties Under Reverse Mortgages in Probate Situations
35:34 Nick Seeks Advice on Visiting Probate Court to Better Understand the Process and Enhance his Involvement in Probate Deals
38:19 Bill Provides Insights and Shares his Experience on Nick's Inquiry About Visiting Probate Courts and Understanding the Process and Involvement
42:49 Renae Discusses the Importance of Educating PRs About Reversed Mortgages
43:29 Sara Seeks Advice on Handling a Situation Where a Relative is Causing Delays in Selling a House and Asks for Guidance on How to Help the Situation Move Forward
43:36 Bill Responds to Sara's Query About Dealing With a Relative Causing Delays in Selling a House
47:02 Newcomer Seeks Clarification on Probate Process Costs, Questioning Whether Individuals Must Pay Substantial Amounts Upfront Upon Entering Probate Court
47:42 Bill Explains the Necessity of Court Involvement in Transferring Property Title Post-Death When No Trust is in Place, Clarifying the Pre-Probate Process
51:00 Matthew Asks About Courthouse Visits, Seeking Advice on Having an Agenda or Specific Activities During the First Visit
51:10 Bill Answers Matthew's Question About Courthouse Visits
52:54 Jim Asks for Guidance as a New Participant, Seeking Advice on What to Prioritize After Completing the Intro Course
53:05 Bill Offers Guidance to Jim, a New Participant, on the Essential Steps to Take After Completing the Intro Course and Entering the Probate Niche
54:44 Robert Inquires About Obtaining an 'Affidavit of Heirship' for Someone Who Passes Away Without a Will
54:54 Bill Responds to Robert's Query About 'Affidavit of Heirship,' Mentioning Differences in State Laws and Practices, Citing California's Approach
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