Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!

21 May 2025 • 57 min • EN
57 min
00:00
57:48
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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?” 🧠 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. 🕛🕛Timestamp Navigation 🕛🕛 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 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

From "Estate Professionals Mastermind - Probate and Senior Real Estate Podcast"

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