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
Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!
Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️‍♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” đź§
Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to navigate that sensitive scenario like a pro. This episode is a must-watch for real estate investors, agents, and probate professionals who want to build rapport, close more deals, and confidently handle tough situations.
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00:00 Introduction
02:42 How to Qualify a Probate Lead Without Asking "Where Are You in the Process?"
04:58 What Happens When an Heir Dies During Probate?
09:17 When Probate Sellers Say “We’ve Given Up” – Don’t Walk Away
13:02 Can You Give Gifts to Probate Attorneys? Here's What to Know
14:04 Who's Your Ideal Probate Client? Defining Your Avatar
14:28 Why Out-of-Area PRs Are My Best Probate Leads
14:43 The Ideal Probate Lead? Anyone Ready to Sell
14:54 Why Most Investors Go for the "Low-Hanging Fruit" in Probate
17:12 New to Probate? Real Estate Agent Shares Early Challenges with Multiple Heirs
18:27 Executor vs. Fiduciary: Understanding Probate Roles in California
24:40 Navigating Upset Bids in North Carolina Probate Listings
25:24 Using the 2-T Contract Form in North Carolina Probate Sales
29:20 Understanding the Court's Role in Upset Bids and Property Liens
32:50 Probate Mastery Commercial
34:03 Who on This Call Is an Investor? Let's Find Out
35:15 Getting Comfortable with Probate Deals: David’s 50/50 Shift
36:16 What Probate Clients Want: Understanding Their End Goal
38:43 Stand Out in Probate: When Everyone’s Calling, Offer Real Value
40:09 What Probate Sellers Want: Speed vs. Value
42:52 Meet Probate Leads Where They Are: The Key to Connection
45:39 What Bruce Learned Watching Jeremy Miner’s Sales Strategy
48:41 Getting Out of Your Way as a Realtor: David on Embracing Assignments
50:14 Foreclosure + Probate: Rigo Shares His Niche Strategy in North Carolina
52:27 How David Assumes the Close with Gratitude in Veteran-Focused Business
53:50 Using the Phonetic Alphabet to Make Your Name Memorable
54:46 Embracing Unique Names in Real Estate Networking
56:19 "It Sounds Like Green" — Owning Your Unique Name in Business
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