Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Getting probate attorney referrals comes down to two things: timing and nurturing.

In this coaching call, Bill Gross and Bruce Hill share:

-When to approach probate attorneys so they actually listen
-Tips to nurture those relationships without feeling salesy
-How networking moves turn into referral pipelines
-Why attorneys can become your most consistent probate lead source

👉 Watch the full video now and start building probate attorney relationships

3:27 → What’s your strategy for getting in front of attorneys? ( How joining a Bar Association helps build relationships with attorneys )
26:44 →  How to move your attorney relationships forward without it feeling transactional or “icky”
31:40 → Best way to reconnect with an attorney you’ve lost touch with

41:50 → First thing to check when a seller has no money for repairs or closing costs and thinks they might owe the bank

📬 CONNECT WITH US
Website: https://probatemastery.com
Email: [email protected]
Facebook:   / probatemastery 
Instagram:   / coachbrucehill 
Podcast: https://estateprofessionalsmastermind...

Learn more at www.probatemastery.com

If you’re working probate leads without a system, you’re probably losing deals you could be closing.

In this video, you’ll learn exactly how to create a probate resource package and follow-up plan that builds trust fast, keeps you top-of-mind, avoid you from sounding  "always pitching".

What you’ll learn in this video:

2:12  How the 12-Minute Rule builds instant rapport, lowers resistance, and gets prospects talking

9:39  The exact daily tasks for a cold-calling VA and how they pass you 3 qualified probate leads (plus how to keep leads from slipping through the cracks).

16:01 What’s actually inside your probate resource package that makes you stand out.

21:50  Why qualifying conversations before sending your resource package leads to better conversion rates.

30:29 Why out-of-state executors are the highest-converting leads, and when your VA should be calling them.

40:14  What to give your VA on day one and how much it costs to hire them.

50:08 The best way to respond when a prospect says, "I already have a realtor.”

Whether you’re a realtor or investor, these strategies will help you turn  probate leads into predictable closings and avoid burning out.

📬 CONNECT WITH US
Website: https://probatemastery.com
Email: [email protected]
Facebook:   / probatemastery 
Instagram:   / coachbrucehill 
Podcast: https://estateprofessionalsmastermind...

Learn more at www.probatemastery.com

Every probate real estate specialist  whether you’re an investor or a realtor should know the benefits of a lease option and how it can give you a competitive edge in your offer stacking...

In this Q&A, Credit Specialist Paul Ritter reveals how lease options can:

👉🏼 Save deals when buyers aren’t mortgage-ready
👉🏼  Give sellers flexible and appealing solutions
👉🏼 Set you apart in competitive probate markets
👉🏼 Build trust and long-term referral networks

You'll Learn the following: 

1:54 Different Ways to Use Credit to Fund Deals

11:21 Why Lease Options Work Even If Your Credit Isn’t Spotless (and How to Offer This to Clients)

16:31 Owner Finance/Lease Option: How Long Sellers Wait to Get Paid and How to Reduce Risk

19:25 The Potential Downsides of Lease Options (What to look out for)

26:33 What Makes Someone an Ideal Client for a Credit Expert?

27:28 How to Sound Natural (Not Scripted) in Listing or Investor Appointments with Example Scenarios From Bruce

34:41 Will Sellers of Single-Family Homes Say Yes to a Lease Option?

53:47 Do executors need special permissions or court orders before signing lease option agreement ?

➡️ Paul Ritter’s Contact Details: 

📞 Cellphone number: 724 664-6078 

📱 Business phone number: 412 242-2733

( Eastern Time Zone Pittsburgh Area.)


🔵 Start Building Your Probate Real Estate Expertise:

Want to Close 2 Probate Deals a Month ? 
👉 Get this free mini-training now: https://courses.probatemastery.com/close-2-from-coaching-call

Probate Mastery Certification Course (Agents + Investors): Learn how to speak to any probate lead and offer solutions your competition doesn’t.
👉 https://probatemastery.com

E.A.R.N. – Earn Attorney Referrals Now: Build relationships that matter, the smart way.
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/

Advanced 1-on-1 Coaching: Get custom help scaling your probate real estate business.
👉 https://probatemastery.com/discovery-call/

💬 Drop a comment with your thoughts or questions.
👍 Like, subscribe, and hit the bell for more real-world probate business strategies.

📺 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: [email protected]
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

What Bruce, Bill, and the EPM community share in this  coaching call will save you hours of trial and error. If you’re a probate real estate specialist, watch these AI tips and hacks to working smarter, staying organized, and using AI the right way.

As much as we’d all love to say hard work wins the game, the truth is this: AI is one of those rare tools that gives you tons of hours back. Think of AI as the puppet and you’re the puppeteer. The real magic happens when you guide it with your expertise and creativity. Leveraging AI won’t replace you, but it will help you move forward faster, free up your time, and build the assets your probate business needs to grow.
Here’s what you’ll learn from this coaching call  (timestamps included):

0:13 – The hidden pros and cons of letting Gemini access your emails, and why individuality still wins in probate real estate.

4:29 – How Bruce uses ChatGPT to turn cold mail into warm conversations and build vendor lists in record time.

9:34 – $7/hr Pipeline Hack: Testing callers and VAs to add 2–3 new probate prospects to your list every day.

13:57 – Should heirs use escrow for repairs before selling? The math most specialists ignore.

25:00 – Why over-improving probate homes can destroy your sale price (and what experienced investors do instead).

44:28 –  What you’re really buying from All The Leads and Foreclosure Daily.

56:37 –A smarter approach to working pre-probate data before wasting time or money.

If you’re a probate real estate specialist, these strategies will help you  save hours of manual work, and stay ahead of the competition using AI and smart systems.


🔵 Start Building Your Probate Real Estate Expertise:

Want to Close 2 Probate Deals a Month ? 
👉 Get this free mini-training now: https://courses.probatemastery.com/close-2-from-coaching-call


Probate Mastery Certification Course (Agents + Investors): Learn how to speak to any probate lead and offer solutions your competition doesn’t.
👉 https://probatemastery.com

E.A.R.N. – Earn Attorney Referrals Now: Build relationships that matter, the smart way.
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/

Advanced 1-on-1 Coaching: Get custom help scaling your probate real estate business.
👉 https://probatemastery.com/discovery-call/

💬 Drop a comment with your thoughts or questions.
👍 Like, subscribe, and hit the bell for more real-world probate business strategies.

📺 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: [email protected]
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

You're doing your best to build your probate real estate business, but deep down, something still feels off.

You've done the research. You’ve skimmed some of these coaching calls. You know more than enough to get started.

But when it’s time to actually *put it all together…*make the calls, say the right words, stay consistent…it feels like you’re stuck in the noise.

It’s not a lack of information.

It’s the list of to-dos piling up.

The distractions.

The pressure of doing this part-time while juggling everything else.

And suddenly, even with everything in front of you… It still feels hard to move.

Not because you're not capable, but because you need a structure you can return to.

In this behind-the-scenes Q&A-style podcast, Bruce Hil, together with industry experts in the EPM community, such as Bill Gross and Matthew, walks through how real estate agents and investors can stop overthinking and start executing. This is practical, unfiltered advice from people who’ve built probate businesses from the ground up.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
01:53 Best Probate Website and Template Providers: Who Should You Use?
07:41 Mastering Probate Follow-Up Calls: What to Say After the First Contact
12:22 Are Probate Leads Worth $1600/Month? Exploring Alternatives to All The Leads
26:22 Probate Mastery Commercial
27:51 How to Sell Without Selling: The Secret to Winning Over Attorneys in Probate
36:29 How to Price Probate Concierge Services: Estate Sales, Cleanouts, and More
38:41 Estate Auction Program: Still Using the No-Commission Model?
48:36 Don’t Skip the Foundation: Why Taking Probate Mastery First Matters
53:05 Time Management & Overwhelm in Probate: How to Stay on Track with KPIs

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 [email protected]

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

 In this jam-packed session, we cover 11 real-world real estate strategies that work—from building your brand vs. brokerage identity, to the #1 probate question attorneys love, to how one simple video got 7,255 views in a week. Whether you’re an agent, investor, or just getting started in probate, we discuss how to stand out, secure callbacks, build trust, and win deals through cold calling, YouTube, direct mail, and exceptional client service. 

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
01:29 Standing Apart in Real Estate: The Key to Becoming the Agent They Call Back
05:45 Should You Build Your Own Brand or Leverage Your Brokerage?
12:19 You Don’t Have to Outrun the Tiger—Just Outrun the Competition
25:35 Mastering Probate: The 3 Things You Need to Dominate the Space
31:14 Probate Mastery Commercial
32:25 Where the Real Opportunity Is: Calls vs. Mail vs. Social Media in Probate
35:14 This Is a Business, Not a Job—YouTube Builds While You Rest
42:22 How One Probate Video Got 7,255 Views in a Week—Without Ads
49:16  The One Question Attorneys Love That Can Turn Into a Full Video
50:23 Helping a Client the Bank Won’t Talk To—Because She’s Not on the Mortgage
01:03:27 Do Cold Calling Hours Matter? A White Belt Question for the Pros

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 [email protected]

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

Overwhelmed by probate real estate? Watch this before making your next move.

This live coaching call breaks down exactly what to focus on in your first 30–90 days without overthinking or just getting lost on the list of things to do.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
01:58 Getting Started in Probate: First 30 Days to Build Real Momentum
10:42 Can I Get That Script? How to Request & Use Effective Probate Call Scripts
16:48 How to Talk Assets, Not Just Real Estate—And Build a Probate Vendor List That Works
21:02 Who Pays for Small Probate Services Like Yard Work or Lock Changes?
27:12 Should You Follow Up After a “No”? Handling Rejection in Probate Prospecting
31:18 Is ATL a Good Choice for Your Probate Website? Here's What to Consider
32:38 Have You Heard of BatchLeads? Exploring Lead Tools for Probate Investors
33:50 Probate Problem: Helping a Surviving Partner in a Contested Inheritance Case
39:45 Probate Mastery Commercial
41:09 No Will, 3 Marriages, and a Disputed Probate Home—How Do You Help the Surviving Spouse?
48:37 Branding Probate vs. Real Estate: How to Position Yourself Without Pushing the Sale
58:32 How to Find Out if a Property Has Right of Survivorship
59:36 Two Probate Coaches, Two Styles: Finding Your Fit Between Direct vs. Relationship-Based Approaches
01:05:23 Do Text Messages Work in Probate? Best Practices for Getting Replies

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 [email protected]

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

Tired of cold calling probate leads and getting ghosted?
If you're a realtor or investor trying to break through probate conversations,  don't miss this episode

In this group coaching session, Bruce Hill and the EPM community unpack what matters in probate marketing:

✨ Less friction.
⏱ Timing matters.
🔁 But above all? Consistency, especially in how you cold call.

Bruce shares his exact cold calling probate script that gets consistent callbacks and listings even from hesitant personal reps and attorneys.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
03:38 Cold Calling a Probate Lead: What Script Should You Use?
13:38 Can I Copy Your LinkedIn Profile? What Makes a Great Setup for Real Estate Pros
16:24 How to Approach Guardians in Probate: Build Trust, Then Bring Cash Solutions
21:48 From First Call to First Deal: How Investor Training Led to Real Probate Conversions
31:15 What’s in Your Probate Info Package? Here’s What to Include
41:17 Probate Mastery Commercial
42:39 What’s in Your Probate Meeting Packet? Must-Haves to Bring With You
50:02 Do Not Call Rules, Course Access, and Alumni Pricing—Here’s What You Need to Know
01:01:18 Letter Staging, Competing with Investors, and Dealing with Attorney-Preferred Agents
01:09:42 Too Many Options? Balancing Investor Offers, Listings, and the Temptation to Wholesale

📺 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: [email protected]
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Caller ID for real estate investors, cold calling probate leads, name vs business caller ID, real estate marketing, probate prospecting tips


🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
02:05 New to Probate Mastery? Understanding the Facebook Groups & Where to Ask Questions
08:47 Foundations Class vs. Website: What’s Best for Experienced Agents Seeking Designation?
10:05 Caller ID Branding: Should You Use Your Name or Business Name?
16:48 Probate Mastery Commercial
18:03 Has Your Number Been Flagged as Spam? Here’s How to Check
19:58 Co-Developing a Probate Class with an Attorney? Here's How to Start
26:42 Red vs. Green Numbers on Probate Leads: Which Ones Can You Call?
34:39 Why Making Calls Is Your Foundation—Start Here Before Social Media
40:31 Federal Ruling: Investors vs. Realtors and the Do Not Call List
44:58 First-Time Student? Here’s Who to Contact for Support and Quick Help
48:56 From Hospital Bed to Probate Lead: How YouTube Marketing Brought a Deal Full Circle
57:46 Paralegals: The Real Gatekeepers When Prospecting Attorneys

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 [email protected]

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

In this episode of The Estate Professionals Mastermind Podcast, we discussed probate real estate investing and creative financing strategies that will help you close more deals, faster, and smarter.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
01:21 Novation vs. Wholetail: What's the Real Difference?
01:33 Welcome to All Things Probate Real Estate: Listings, Value, & Investment Insights
06:51 Wholesaling Basics: Selling the Contract, Not the House
7:37 Why This Agent Loves Wholetailing for More Control & Seller Confidence
 9:12 First-Time Caller, Long-Term Mindset: Why Binary Questions Work in Real Estate
9:57 Go-To Resources for Sellers: What Do You Send?
12:28 What Resources Should You Send? Probate Mastery Tips & Templates
17:49 "Yeah, Just Send It to Me" — Reading Between the Lines in Seller Conversations
18:11 How I Decide to Go Deeper on a Call: Reading Lead Responses
19:00 Knowing When Not to Push: Shifting Toward Assets Without Losing Rapport
23:30 Probate Mastery Commercial
24:43 Broker + Investor: Closing a Tough Probate Deal & Using Subject-To Strategies
26:02 Why I Focus More on Listings Than Investing in a Data-Savvy Market
28:46 What Is Subject-To? Breaking Down the Strategy (No Guru Hype)
30:35 Why I Hesitated with Probate & Subject-To: Too Many Wholesalers, Not Enough Funding
31:27 Advanced Play: Pairing Subject-To Deals with a Credit Stacking Strategy
32:34 25 Years In, but Coaching Has Me Re-Energized—And Foreclosures Are Rising
33:07 Understanding Probate Property Values: Why Market & Ownership History Matter
37:12 Spotting Pro Se Probate Filings: No Attorney, Small Estate, or DIY?
37:58 Start the Conversation Early—Even If They're “Not Ready Yet”
40:28 3 Heirs, Last-Minute Repairs, and a Surprise at Closing
44:12 Nightmare Deal Turned Dream Referral: How a Tough Transaction Became a Lifelong Client
46:29 Should You Prioritize Leads When the PR Lives in the House?
47:00 Treat Everyone the Same—Until You Can’t: When to Filter Your Probate List
51:16 Black Belt Strategy? I’m Just Starting—So I’m Calling Everyone
51:23 Step One: Just Get Some Experience
51:44 Executor Drama Resolved—Now I’ve Got the Listing and the Probate Renovation
52:46 Spin-Off Businesses vs. Vendor Relationships: Building Smarter in Probate Real Estate
57:15 White Belt Wins: Mastering the Basics Brings the Biggest Growth

📍 Check out our channel:
   / @realestateinprobate 
✅ Subscribe so you don’t miss the next video!
📬 CONNECT WITH US
Website: https://probatemastery.com
Email: [email protected]
Facebook:   / probatemastery 
Instagram:   / coachbrucehill 
Podcast:

Learn more at www.probatemastery.com