Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

How Are You Making a Living in Probate? Real Stories, Real Strategies, Real Income

Probate Mastery Episode 213

Curious how professionals are making real income in the probate niche? In this video, we explore how agents, investors, and entrepreneurs build sustainable income through probate leads, AI tools, and consistent systems—while juggling other responsibilities.


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00:00 Introduction
06:17 Start With the 5 Core Competencies
06:29 Step 1: Find the Attorneys and Personal Representatives
07:24 Step 2: Contacting Probate Attorneys with Confidence
07:56 Step 3: How to Get Attorneys' Attention and Book Meetings
08:12 Step 4: Mastering the Introductory Meeting with Attorneys
9:16 Step 5: The Fortune is in the Follow-Up
09:48 Mastering the 3 Skill Levels in Probate Real Estate
09:53  Level 1 – Starting Out in Probate Real Estate
10:06 Level 2 – Gaining Confidence and Consistency in Probate Work
10:28 Level 3 – Automating Probate Systems for Advanced Success
11:32 Noriel: Clarifying the 25 — Contacts or Just Outreach?
11:45 Reine: Just 25 Emails — Here's the Basic Outreach Breakdown
13:37  Probate Mastery Commercial
14:56 Reine’s Live Demo: How to Find Probate Attorneys Fast
01:13:01  Reine’s Takeaway: Start Using AI in Your Business
01:13:46 David on CRM Targeting: Small Cost, Big Value
01:14:56 Reine's AI Breakthrough Moment at a Real Estate Conference
01:15:55 Lynette on Video Editing with Cloud Tools
01:16:07 Reine’s Simple Editing Workflow for Long-Form Interviews
01:17:11 Meet Grace: Reine Expands His Team with a Social Media VA
01:17:51 Lisa Gets Real: “How Are You Making a Living?”
01:17:59 How Reine Balances a Day Job, AI, and Real Estate
01:19:32 New Agent Kristine Asks: How Do I Start Interviewing Attorneys on YouTube?
01:19:55 Reine Shares: How I Got My First Interview Guests Without Attorneys
01:20:49 David’s First Video Got Him Fired?!
01:22:13 Start Small, Improve, Then Automate

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