Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Authentic Marketing Strategies for Probate Services

Bill Gross and Certified Probate Experts Episode 136

#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate

In this week’s coaching call, Bill Gross and Probate Mastery students/alumni discuss leveraging a small past client base for probate services, authentic marketing for probate services, and more!

Sign up for the FREE Probate Foundations live training. This is a 2 hour live-taught course focused on the opportunity around Probate. If you’re just starting out in the niche, or still exploring your options, you’ll learn the basics of building a Unique Selling Proposition, Marketing, and Team Building. REGISTER HERE:
https://courses.probatemastery.com/probate-foundations-registration-form

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00:00 Introduction
04:48 Daniel's Dilemma: Leveraging a Small Past Client Base for Probate Services
05:22 Bill's Unique Approach: Authentic Marketing for Probate Services
12:00 Daniel's Experience: Navigating Attorney Meetings for Value-Added Collaboration
12:58 Bill's Advice: Building Value-Based Relationships with Attorneys
18:12 Daniel's Follow-Up on the Progress of Chad's Proposed Software for Personal Representatives and Attorneys
18:35 Bill Discusses the Release of State-Specific Probate Software
21:08 Cliff's Query: Navigating Initial Cold Calls for Engagement with New Contacts
21:33 Bill's Approach: Building Relationships to Transition from Cold Calls to Engaged Prospects
26:04 Daniel's Approach: Navigating Challenges and Dissatisfaction with Attorneys in Probate Leads
34:56 Navigating Unforeseen Challenges in a Probate Case
37:44 Bill's Advice on Navigating Probate: Legal Insights and Practical Experience
45:56 Contesting a Non-Notarized Will: Paige's Query on a Unique Probate Situation
47:13 Bill's Insight on Probate: The Key Factor in Contesting a Will - How They Hold Title
52:01 Understanding Ancillary Probate: How Does It Appear in Public Records? - Saul's Inquiry
52:12 Bill's Insight on Ancillary Probate: Filing Process and Public Records
53:33 Larry asks what the Statute of Limitations in Montana
54:10 Understanding Statute of Limitations: California vs. Other States

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Learn More from Bill Gross on YouTube: @BillGrossProbate

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