Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where participants take a deep dive into personal growth and accountability, deal analysis and transaction engineering, and action plans for taking their success a step further each week. Live participation in group coaching and access to a 24/7 alumni group is free with Probate Mastery enrollment.
Estate Professionals Mastermind - Probate and Senior Real Estate Podcast
Designing a Business That Works for YOU! Unlock Success with These Tips
Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business.
🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
05:46 Approved & Appointed: Big Wins for David in Law and Leadership
07:00 David’s Probate Letter Strategy That Gets Results
08:11 Designing a Business That Works for You
09:28 Fiduciaries vs. Petitioners: What’s the Real Difference?
09:45 Understanding the Petitioner’s Role—and Attorney Gaps—in Probate
11:29 When They Say 'My Attorney’s Got It' — What That Means
11:48 The Truth About Most Probate Attorneys (Only 10% Are Prepared)
13:21 Is ‘My Attorney’s Got It’ Just a Brush-Off?
13:39 Probate Is Like Selling a House—But with More Paperwork
16:21 When Attorneys Say ‘I’ll Take Care of It’—Why That’s Not Always Enough
18:14 From Learning to Closing: Bill’s Journey to Closing His 2nd Probate Deal
19:49 Is a Fiduciary a Good Prospect? Where to Find Them
19:59 Finding Fiduciaries: Where to Prospect and Specialize
21:23 What to Look for When Prospecting Fiduciaries
24:34 The Role of a Public Administrator in Probate
25:46 Challenges in San Diego County: Too Many Hoops in Probate
26:10 Research Fiduciaries in Your State: Find Networking Opportunities
28:50 Success Rate of Low-Volume Probate Filings: What's the Probability?
29:23 Why Smaller Counties Can Be a Goldmine for Probate
33:16 Do You Use Contacts Outside of Probate Cash?
33:20 Advancing Money for Repairs Before Listing: Bruce’s Experience
34:05 Pros and Cons of Using Probate Cash: Bill’s Insight
36:25 Understanding the Risks of Borrowing Against Inheritance
38:35 Probate Mastery Commercial
39:54 Do Attorneys Also Get Paid as Fiduciaries?
40:07 Why Attorneys Generally Don’t Handle Both Petitioner and Fiduciary Roles
41:31 How Soon to Contact the Executor After Probate is Filed?
41:57 Bruce Shares a Story: Answering a Great Question
47:16 David on Growing Your Business: No Perfect Method
51:09 Bruce on Understanding the Need When Presenting a Message
53:46 Chat Question: What Resources Do You Typically Send Out?
53:50 Bruce on Key Resources: Probate Checklist, Brochure, and More
55:29 Chat Question: What to Do If a Prospect Denies It’s a Probate Case?
55:35 Bruce on Handling Prospects Who Deny Probate: Truth vs. Strategy
57:12 Chat Question: Book Recommendations on Wholesaling
57:31 David on Seller Financing and Assignment in Real Estate Deals
58:05 Bruce on Book Recommendations: 'Investing in Real Estate' for Wholesaling Insights"
Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!
FIND US AT
https://probatemastery.com/
GET IN TOUCH
Contact us at support@probatemastery.com
FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share
Learn more at www.probatemastery.com