Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Read our FULL GUIDE on EstateExec or listen to this episode on our probate podcast: https://probatemastery.com/EstateExec-probate-software-for-executors

Watch on YouTube: https://www.youtube.com/watch?v=fVVGj7jnryQ&feature=youtu.be


Why we want more people to know about EstateExec software:

Personal representatives can save hundreds, if not thousands, of their own time and money by using EstateExec software.  EstateExec CEO Dan Stickel created this software to help estate executors solve simple and complex problems involved with managing an estate. Magnum Opus Project founder Chad Corbett is educating probate attorneys and probate real estate agents on how to better serve families in probate using this great tool. Together, we are bridging the gap between consumers and professionals in the estate management space.

This interview covers:

• The benefits of estate management software
• How EstateExec software can streamline tasks and communication
• What EstateExec costs and how to access special pricing
• EstateExec reviews, features, and updates
  
  

Episode Chapters:
0:00 What is EstateExec?
1:54 Who is Dan Stickel and why did he create EstateExec?
5:24 EstateExec benefits for Personal Representatives
8:03 How probate experts can benefit from EstateExec
9:33 How to market and explain EstateExec to clients
13:26 EstateExec user experience and updates
16:51 EstateExec features: Universal and state-specific estate management
20:52 Marketing EstateExec: Search intent, referrals, and word of mouth
27:58 How to get probate referrals and attorney referrals from EstateExec
30:05 COMING SOON: The official Estate Professionals directory!


Take the EARN Course: https://courses.magnumopusproject.com/earn
Get Certified in Probate: https://probatemastery.com/hot-take-the-first-step/
Checkout EstateExec (EARN Students should use the link in your course portal for special pricing!) https://www.estateexec.com/

Learn more at www.probatemastery.com

Authorify Reviews for Customizable Real Estate Books and more tips: Mastermind with Certified Probate Experts

These coaching sessions are recorded weekly and upload as a podcast and to YouTube.

Full show notes: https://probatemastery.com/authorify-reviews-custom-real-estate-books
Join Estate Professionals Mastermind on Facebook: https://facebook.com/groups/estateprofessionalsmastermind
Take the #1 Probate Real Estate Certification course in the country: https://probatemastery.com
Take the EARN course: https://courses.magnumopusproject.com/earn


In this episode:
0:00 Probate court visit - Tips for Real Estate Professionals (Probate Business)
9:39 When and how long should I prospect to generate leads? (New Agent Tips)
11:27 Authorify Reviews: Customizable real estate books for marketing? (Real Estate Marketing)
15:03 Real estate ebook ideas for probate marketing (Probate Marketing)
18:10 Authorify Book Reviews: Book examples and direct mail letters (Authorify Books)
27:32 How to find vendors for your probate real estate team (Probate Team)
33:01 Best marketing pieces for probate leads? (Real Estate Doorknocking)
37:01 EstateExec for probate real estate marketing (Probate Software)
41:35 Choosing your personal probate brand (Probate Branding)

Learn more at www.probatemastery.com

How do I brand myself? I have multiple real estate titles & services! Mastermind w/ Probate Experts

SHOW NOTES: https://probatemastery.com/branding-with-multiple-real-estate-titles

This weekly probate mastermind with Certified Probate Experts covers multiple topics.  Use timestamp navigation to jump to a specific topic.


Core Focus: Building a strong personal brand as you build your probate business.

Maybe you're an agent who also invests.
Maybe you're a real estate investor that also renovates houses.
Maybe you're a Senior Real Estate Specialist, a Certified Probate Real Estate Specialist, and a Certified Probate Expert.

There are so many different types of probate services and different types of real estate services you want to make sure you're able to offer in your marketing and conversations.

So, how do you do that?

This episode covers providing different probate services under one real estate brand, and more:

0:00 How to succeed in real estate: Talk to people (Real Estate Mindset)
5:54 I went to probate court - Here’s what happened (EARN Course)
22:27 Branding yourself as a Realtor that also invests (Probate Business)
33:14 Probate designation and titles: Do they matter? (Probate USP)
37:17 Do I need signed paperwork? (Probate Business)
43:14 Choosing a probate brand name (Probate Marketing)
48:39 Does every MLS offer probate property search filters? (Probate Property Search)
51:12 What do I call myself when I do many things? (Branding Tips)


RELEVANT CONTENT:
12 ways to leverage a probate cash advance: https://probatemastery.com/get-real-estate-listings-deals-probate-cash/

Bill interviews Marc Harris of Probate Cash: https://www.youtube.com/watch?v=y2GLmuxkytY&t=6s

6 Things to Consider When Choosing a Domain Name for Your Probate Website: https://www.linkedin.com/pulse/6-things-consider-when-choosing-domain-name-your-probate-katt-wagner/

7 things to do at probate court besides pull probate lead lists - https://probatemastery.com/7-things-to-do-at-probate-court-besides-pull-probate-lead-lists/choosing-domain-name-your-probate-katt-wagner/



You can get certified in probate and:
-learn the probate process
-design your marketing plan
-find and speak to probate families
-navigate transactions
-and build a probate business that attracts referrals
PLUS participate live in our Alumni community, Mastermind sessions, and CPE referral directory.

Enroll here: https://courses.magnumopusproject.com/checkout-page

Learn more at www.probatemastery.com

Weekly Probate Real Estate Coaching with Certified Probate Experts - Episode 81

Show notes: probatemastery.com/ep81

Watch this episode on YouTube: https://youtu.be/MXFjQsHf4hI

Link tree: (Find freebies, guides, and the Magnum Opus Project social platforms): https://magnumopusproject.com/linktree/

Probate Certification Course: https://courses.magnumopusproject.com/checkout-page

Attorney Networking Course: https://courses.magnumopusproject.com/earn

Mapping Your First Million Course: https://courses.magnumopusproject.com/mappingyourfirstmillion

Bill Gross's Coaching Program: https://courses.magnumopusproject.com/coaching





Episode Segments (Timestamps link to YouTube)
0:00 How to speak to a probate lead that’s in pre-foreclosure (Cold Calling)
5:38 HELOC for new investors (Real Estate Investing)
7:52 Calling probate leads for the first time (Probate Scripts)
9:19 Cold Calling vs. Direct Mail? (Probate Marketing)
10:47 Digital Marketing for Probate Real Estate: Agent vs. investor messaging (Probate Website)
14:05 Attorneys and Real Estate Agent: Solving complicated probate situations (Probate Properties)
17:07 Branding yourself as a real estate agent (Real Estate Marketing)
21:47 California probate referee value (California Probate)
26:53 Probate Objections: No trespassing/vacant property (Probate Sales)
30:04 Probate contact rates (Probate Prospecting)
34:00 Questions from the Chat: NODs, RedX probate leads, reverse mortgages, and the EARN Course

Learn more at www.probatemastery.com

Leveraging software as a value add for probate clients | Probate marketing without cold calling - Episode 80

Show notes: probatemastery.com/ep80

EARN has launched! Check out the course curriculum and earn attorney referrals now. (Psst...If you haven't taken Probate Mastery yet, you can save $250 when you bundle both courses!)

In this episode, Bill Gross of ProbateWeekly.com coaches students of the Probate Mastery program on marketing, lead generation, and business best practices. Probate agents, attorneys, and investors share ideas for securing probate property, leveraging cash advance programs, and marketing the EstateExec software to improve both the customer experience and referral experience.



Episode Segments (Timestamps link to YouTube)
0:00 Tips for sending and getting good referrals (Referral Marketing)

5:43 Probate marketing and the EstateExec value add (EARN Course Benefits)

14:29 Estate attorneys: Paralegal services vs. case management software (Estate Planning Systems)

21:07 Marketing to pro-se and pro-per probate leads (Probate Marketing)

26:30 Marketing to probate leads without cold calling (Probate Tips & MTI CPRES reviews)

29:41 Property protection and security for inherited homes (Probate Services)

34:35 Probate and divorce cash advance companies (Divorce Leads)

36:44 Old probate leads and historical data (Probate Leads)

Recent content:
Marketing and Copywriting Tips: How to get more reviews from clients: https://youtu.be/bY_1HXEzZxA

Learn more at www.probatemastery.com

Full show notes: https://probatemastery.com/ep79-probate-cold-call-objections-content-marketing-vendors

Resources in this episode:

7 things to do at probate court besides pull lead lists: https://probatemastery.com/7-things-to-do-at-probate-court-besides-pull-probate-lead-lists/

18 Prompts for YouTube Videos that will Jumpstart your Probate Real Estate Marketing - https://probatemastery.com/real-estate-videos-youtube-probate-marketing-plan/

Vendor List: Probate Mastery Students can find the "Building Your Vendor Team" guide in the Probate Mastery course handouts, or in the Probate Mastery Alumni Facebook group (Just click the "Files" tab at the top of the group!)

Courses and Coaching packages: https://courses.magnumopusproject.com/store


Episode Segments (Links to YouTube)
0:00 Business motivation from Bill Gross (Success Tips)
4:23 I need a list of real estate vendors! (Vendor Team)
10:22 Calling past probate clients for SOI marketing (Cold Calling)
16:19  Is cold calling worth it? (Cold Calling)
17:44 Probate real estate websites and content marketing (Probate Marketing)
22:21 Beat the competition as a real estate investor (Probate Marketing)
26:25 Probate Scripts: The three-step process for overcoming objections (Cold Calling)
32:51 What CRM should I use? KvCore? (Real Estate CRMs)
35:00 Building relationships through prospecting (Cold Calling)
38:06 How to visit the probate court for the first time (Probate Court)

Learn more at www.probatemastery.com

Picking your probate marketing strategy & How to get probate data | Probate Real Estate Coaching 78

FREE: Probate marketing can be FUN! Try sharing these celebrity probate stories with these free customizable social media templates: https://probatemastery.com/celebrity

The first reviews are in, and EARN is a 5-STAR, UNDERPRICED COURSE according to students. Enroll now: https://courses.magnumopusproject.com/earn

Get Certified in probate real estate with Probate Mastery: https://courses.magnumopusproject.com/checkout-page

Save $250 when you purchase EARN + Probate Mastery together: https://courses.magnumopusproject.com/offers/FwrwzmpS/checkout

Join our Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind

In this episode,  Bill Gross  coaches real estate agents and investors that specialize in probate.  Topics include tricky probate situations that require a litigation attorney referral; networking at probate court; probate lead companies compared & how to collect probate data on your own; tips for cold calling probate leads, increasing contact rates, and handling probate objections; and how to build a probate marketing strategy around your strengths and goals.

Probate Q&A (YouTube timestamps)
0:00 How to introduce a probate litigation case to attorneys (Attorney Networking)
7:41 Probate bond: Who can and will do it? (Probate Administration)
11:59 Probate mailers: Driving for dollars direct mail (Probate Marketing)
14:58 How to pick a probate marketing strategy (Probate Marketing)
19:52 Finding trust property leads and successor data (Real Estate Leads)
22:27 Cold call coaching and contact rates for probate (Cold Calling)
27:06 Networking meetings for probate and elder law attorneys (Real Estate Networking)
34:22 Probate date sources/ Probate lead companies (Probate Leads)
44:11 "We have it handled" objection when cold calling (Probate Objections)

Full episode show notes, resources, and transcript: Episode 78

Learn more at www.probatemastery.com

Sub2 deals with probate and pre-foreclosure situations can be tricky, but they are possible and will often save sellers from losing their property entirely.  Subscribe for more content on speaking to distressed sellers, creative finance deal analysis, and explaining sub2 strategy to sellers.  You can help protect the equity in your market!

Full show notes: https://probatemastery.com/ep77-sub2-deals-with-probate-and-preforeclosure-leads

Watch on YouTube: https://youtu.be/KNhpoknUQLM

EPISODE SEGMENTS (YouTube Links)
0:00 EARN Course and Live Attorney Coaching Event (Magnum Opus Project)

3:30 How to service payments for a subject to deals, or seller finance deals (Real Estate Investing)

6:28 Sub2 and land trust: Probate deal analysis  (Creative Finance Deals)

11:36 Finding a good title company that can close deals fast (Real Estate Vendors)

14:04 5 Selling an inherited home with a quit claim deed: Probate without a will (Probate Situations)

19:45 SUCCESS STORY: Networking with assisted living facilities for ALF referrals (B2B Networking)

20:48 Real estate investing tips: Squatters, cash for keys, and eviction (Real Estate Investing)

25:39 Cold calling pre-foreclosures: Options for late mortgage payments (Pre-Foreclosure Scripts)

33:15 Turning a sub 2 deal into a Residential Assisted Living investment (Creative FInance)

37:14 Will probate trigger a due on sale clause/call a note due? (Creative Finance)

38:29 Step-up in basis, probate tax, and real estate marketing ideas (SOI Marketing)

44:06 Most efficient way to cold call probate leads: 3 lists, 3 offers, 3 scripts (Probate Prospecting)

Facebook Group: https://facebook.com/groups/estateprofessionalsmastermind
EARN Course: https://courses.magnumopusproject.com/earn
Probate Mastery certification course: https://courses.magnumopusproject.com/checkout-page
Probate Leads: https://probatemastery.com/probate-real-estate-leads-companies-reviewed-online/
Try Propstream Free: https://propstream.com/merc
Free Probate Webinar: https://probatemastery.com/probate-fast-track-webinar/
Instagram: https://www.instagram.com/probateexpert/

Learn more at www.probatemastery.com

Each week, Probate Mastery coaches and students gather together for a probate mastermind.  From questions and answers, coaching, role plays, and success stories, there's always something new worth tuning in for.

To join the Probate Mastery community, take the course at ProbateMastery.com and become a Certified Probate Expert!

Full episode notes, resources, transcript, and podcast streams: https://probatemastery.com/ep76-probate-real-estate-cold-call-coaching

Coaching and Q&A segments (YouTube links):
0:00 Cold calling schedule, contact rates, and DNC numbers (Probate Prospecting)
16:04 Probate property auctions (Probate Auctions)
22:33 How to delegate lead generation to a virtual assistant (Real Estate ISA)
24:06 Turning cold call leads into SOI contacts (Real Estate Motivation)
28:46 Meeting with probate attorneys as a new agent (Attorney Networking)
33:22 Real Estate Coaching: Improving your cold calls (Sales Coaching)
45:36 How is the property value handled in probate vs. estate transfer (Real Estate Tax)
48:05 When to stop cold calling a sales lead? (Cold Call tips)
49:44 Rapidfire Q&A and Live Chats

Free Probate Webinar: https://probatemastery.com/probate-fast-track-webinar/

Probate Certification Course: https://courses.magnumopusproject.com/checkout-page

EARN (Earn Attorney Referrals Now) Course: https://courses.magnumopusproject.com/earn

Mapping Your First Million Course: https://courses.magnumopusproject.com/mappingyourfirstmillion

Probate Lead providers: https://probatemastery.com/probate-real-estate-leads-companies-reviewed-online/

Book a coaching session with Bill Gross: https://courses.magnumopusproject.com/coaching

Try Propstream free for 7 days: https://propstream.com/merc

Podcast Archive: https://probatemastery.com/podcast

Facebook Community: Estate Professionals Mastermind
https://facebook.com/groups/estateprofessionalsmastermind

Learn more at www.probatemastery.com

Worth noting:
1) EARN has launched! Promotional pricing available for a limited time: Learn how to stop relying on lead lists and earn attorney referrals now: https://courses.magnumopusproject.com/earn

2) REPLAY AVAILABLE: Driving For Dollars and Deal Machine best practices with David Pannell livestream is available for replay: https://youtu.be/DevV8m0Jg4M

Full show notes: https://probatemastery.com/ep75-marketing-your-vendor-list-probate-real-estate-coaching
Watch on YouTube: https://youtu.be/N5EIPZqn2kA

Episode segments (YouTube Timestamps):
0:00 Probate listings, title, and escrow: Problems at closing (Probate Sale)
2:38 Scripts for new real estate agents vs. new probate agents (Imposter Syndrome)
5:54 How to market your probate service team and find vendor partners (Building your Vendor Team)
12:39 Dealing with rejection when cold calling for real estate leads (Sales Coaching)
17:44 Building momentum in your real estate business (Real Estate Mindset)
20:10 Selling an inherited house with missing heirs (Probate Process)
25:02 Conservatorship sale of real property (Probate Conservatorship)


Learn more about probate and the Probate Mastery course at ProbateMastery.com

Learn more at www.probatemastery.com