ABOUT THIS EPISODE
Probate cold calling gets easier when you know how to guide the conversation instead of fighting through objections.
If your probate calls keep ending with “we have an attorney,” “we’re fine for now,” or a quick hang up, this session walks you through what to say, how to sound, and how to position yourself so families stay on the line and open up.
In this coaching call, you will hear real probate scenarios and live breakdowns on:
* approaching your first complex probate case without sounding unsure
* bringing up sensitive topics around assets without crossing a line
* handling “I have an attorney” in a way that keeps the door open
* introducing yourself so they don’t shut down at the word “real estate”
* using mail and follow up together so calls feel familiar, not random
Hot Takes:
→ 3:10 How a new probate agent or investor can handle a first complex case and stay in control without getting overwhelmed
→ 13:44 What to consider when a probate property still has mortgages and someone wants to move it into an LLC
→ 18:58 How to improve conversations when you keep hearing “I have an attorney” or noncommittal answers
→ 24:38 Why leading with a probate concierge approach changes how families respond
→ 31:55 What kind of questions help you bring up sensitive topics and uncover whether there are assets that still need attention
→ 37:22 How tonality shapes the replies you get in probate prospecting
→ 44:16 How to introduce yourself without triggering resistance when your background is in real estate
→ 53:58 When it makes sense to handle direct mail yourself and when to offload it to a mailing service, plus starter options
If you hear your own calls in these questions, watch this session with your current script in front of you. Mark the parts you want to change, test them on your next round of probate calls, then plug into Probate Mastery so you can keep building this skill set week after week
🔵 A Practical Way to Approach Probate
If you want probate to work over time, a few things usually need to be in place:
• You understand the order of the process, not just individual steps
• Conversations with probate leads feel natural, not forced
• You’re working from a system that holds up when emotions are involved
Depending on where you are, real estate pros usually begin here:
Want to see how closing 2 probate deals a month is typically approached?
👉 Free mini-training:
https://courses.probatemastery.com/Close-2-Probate-Deals-Every-Month
If you want to speak confidently with any probate lead
Probate Mastery Certification (Agents + Investors):
👉 https://probatemastery.com
If attorney referrals are part of your strategy
E.A.R.N. – Earn Attorney Referrals Now:
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/
If you’re already working probate and want to refine what you’re doing
Advanced 1-on-1 Coaching:
👉 https://probatemastery.com/discovery-call/
💬 Leave a comment if you want help deciding where to start.
👍 Subscribe for real-world probate guidance focused on process and decision-making.
📺 ABOUT OUR CHANNEL
Probate Mastery is your go-to channel for probate real estate expertise. Whether you're an agent or investor, we share expert advice, strategies, and tools to help you grow your probate business.
📍 Check out our channel:
https://www.youtube.com/@realestateinprobate
✅ Subscribe so you don’t miss the next video!
📬 CONNECT WITH US
Website: https://probatemastery.com
Email: support@probatemastery.com
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Learn more at www.probatemastery.com
