Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

💼 How to Become the Go-To Probate Specialist
📢 Get Attorneys & CPAs to Call YOU First
🎯 Master Probate Marketing: Video, Blogs & Letters
🏆 Build Authority & Close More Deals Faster!

👉 Watch NOW & Take Over Your Probate Market! 🚀 #ProbateRealEstate #RealtorMarketing #ProbateMastery

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00:00 Introduction
03:18 Introducing Myself as a Probate Specialist First
04:14 How Do You Stand Out When Everyone Knows a Realtor?
07:34 Building Relationships with Top Probate Attorneys
07:55 What Makes Attorneys Reach Out to You?
08:08 Providing Value: Handling What Attorneys Don’t Want to Do
09:45 Why Probate Success Is More Than Just Attorney Relationships
12:08 Becoming and Promoting Yourself as a Probate Specialist
12:59 Speaking Confidently About Probate with CPAs & Advisors
14:22 Knowing Just Enough to Ask the Right Questions
15:03 Structuring My Probate Business for Success & Balance
17:37 Learn It Well Enough to Teach It
24:53 Probate Mastery Commercial
26:22 Building Relationships with Probate Judges
27:12 Networking the Right Way to Become a Probate Specialist
37:01 Improving Marketing with Video, Letters & Blogs
37:44 Creating Content That Ranks Above the Competition
51:39 Handling Listings Without Probate Letters
53:05 Listing a Probate Property Before Authority Is Granted

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Thinking about probate real estate? 🏡 Whether you're just starting or looking to scale, this video covers how to master probate, connect with hospices & social workers, approach attorneys without referrals, and convert cold calls into real deals. PLUS, should you form an LLC for your business? Watch now and get expert insights! 👇


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00:00 Introduction
18:04 How to Get Started with Probate Mastery
18:14 Explore Probate Mastery Classes – Training & Certification Options
25:42 Is There a Test?  Marketing to Hospices & Integrating with Probate
26:05 Probate Mastery: Test Purpose Explained
28:00 Hospice vs. Probate: Building Specialized Campaigns
37:08 How to Connect with Social Workers in Probate
37:25 How to Find & Network with Hospice Social Workers
41:21 How to Approach Attorneys Without a Referral
44:50 Should You Form an LLC for Probate Real Estate?
45:21 Should You Form Multiple LLCs? Lessons from Experience
51:03 Why Cold Calling Fails Without a Real Connection
55:01 How to Transition Cold Calls into Real Connections
55:33 How to Guide Sellers Through the Probate Process
56:57 Overcoming Resistance in Probate Cold Calls
01:03:39 Should You Charge for Probate Cleanouts?
01:04:20 Real Estate vs. Estate Sale: Structuring Probate Deals
01:06:37 Providing Full-Service Support in Probate Real Estate
01:12:29 Helping Probate Prospects Understand Insurance & Signage
01:13:12 Why Vacant Probate Properties Need "No Trespassing Signs"

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Unlock probate success with Bruce as he dives into key topics like building relationships with estate attorneys, using mail services vs. in-house marketing, discovering hidden probate properties, and getting certified in Probate Mastery! Learn the pros and cons of mail services, essential materials for attorney meetings, and how to add value to busy attorneys. Plus, find out what a pour-over will is and how E.A.R.N. compares to Probate Mastery!

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00:00 Introduction
00:30 Building Strong Relationships with Estate Attorneys | Bruce's Insights
01:21 Using Mail Services vs. In-House Marketing for Probate Leads | Randy’s Question
02:01 Pros & Cons of Using a Mail Service for Probate Marketing | Bruce’s Breakdown
08:07 No Lead Source? Here’s What You Can Do | Bruce’s Advice
19:27 What Materials to Bring When Meeting a Probate Attorney | Sandra’s Question
19:49 Essential Marketing Materials for Attorney Meetings 
31:31 How to Support Busy Attorneys & Add Value | Liza’s Question
31:47 Where Attorneys Drop Off & How to Step In | Bruce’s Insight
37:49 Unexpected Probate Property Discovered in Michigan | Bill’s Case
38:20 What Is a Pour-Over Will? Exploring a Real Probate Scenario | Bruce’s Discussion
41:18 New to Probate? How to Get Started & Probate Mastery Relaunch | Bruce’s Update
46:40 How to Get Certified After Completing Probate Mastery | Michael’s Question
47:01 How to Earn Your Probate Mastery Certification | Bruce Explains
48:45 Can Newcomers Join the 3:30 Prospecting Class? | David’s Question
49:08 Who Can Join the 3:30 Prospecting Class? | Bruce’s Answer
50:48 What Is the E.A.R.N. Course? | Glenda’s Question to Bruce
50:54 Probate Mastery vs. E.A.R.N: Key Differences & Focus | Bruce Explains

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Learn how to find probate leads, craft the perfect probate letter, and uncover expert strategies for real estate success in 2025! 🚀📈 #RealEstate #ProbateLeads

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00:00 Introduction
01:47 How to Find Out If Someone Had a Will or Trust
3:08 Unlocking Probate: Key Questions to Ask About Wills & Trusts
05:25 Are Paid Probate Leads Worth It? 05:48 The Truth About Probate Leads: Free vs. Paid
07:05 Should You Pull Conservative Data Along with Probate Leads?
07:12 Why Full Probate Records Matter for PR Data
08:10 Calling PRs Directly: Using US Data for Probate Leads
08:27 Best Probate Lead Strategy: Calls, Mail & Retargeting
11:04 Probate Leads 101: Where to Start as a Beginner
11:24 Join the Probate Foundations Webinar with Bruce
11:52 David Shares His 2025 Probate Event Schedule
14:15 How to Respond When Someone Questions Your Probate Letter
14:34 Building Trust: How to Address Probate Lead Concerns
16:12 Buying Probate Properties Below Market Value in California
16:42 Selling Probate Property in California: What You Need to Know
19:34 California Probate Sales: When the 90% Rule Applies
23:35 Fair Market Value in Probate Sales: Michigan's Approach
24:51 Navigating Probate Sales: Case-by-Case Approach
26:07 What Are the Best Books to Read on Probate?
26:20 Where to Find the Best Probate Books
27:23 What Should Be Included in a Probate Letter?
27:34 Key Elements of an Effective Probate Letter
31:39 Where to Buy Probate Letters
31:46 Upcoming Probate Letter Resource from David & Bruce
38:02 Best CRM for Probate Leads – What Experts Use
38:07 David on CRA Interactive as a CRM Solution
38:16 Dealing with Clients Who Go Silent After Accepting Another Offer
38:40 Using the Chris Voss Tactic: "Does This Mean We're Not Working Together?"
45:51 Building Rapport First: The Key to Successful Conversations
47:43 Understanding Seller Motivations in Probate Real Estate
48:10 David Shares His Probate Marketing Strategy
52:25 Are Probate Letters for Agents or Investors?
52:43 Mixing Offers in Probate Letters for Maximum Impact
01:01:08 Should You Buy Old Probate Leads?
01:01:13 What to Look for When Buying Probate Leads
01:02:49 Protecting Yourself with Insurance in Real Estate Deals
01:03:07  David's Take on Insurance for Real Estate Deals
01:03:28 Can We Reach Out to You Directly?
01:03:34 Scheduling a Call with David: book a discovery call
01:04:16  Are You Still a Real Estate Agent?
01:04:21 David on Being a Broker & Listing Homes
01:05:59 Should I Get My Real Estate License?
01:06:57 Handling Listings as an Investor
01:10:52 The Importance of Insurance in Real Estate
01:11:16 Staying Focused and Taking Action in Real Estate
01:13:51 Distressed Properties vs. Probate Lists
01:14:01 David’s Take on Distressed Properties
01:15:04 Understanding the Three Offers in Letters
01:15:37 Broker Strategies: Making Three Offers
01:22:18 Partnering with Estate Attorneys: Best Places to Visit
01:22:27 Are Senior Centers Worth It? David's Take
01:23:17 Postcard Marketing: Worth It or Not?
01:23:23 Why David Says to Avoid Postcard Marketing

Check out our channel here:
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 Unlock the secrets to probate real estate success! In this episode, Bruce and industry experts discuss how to build strong attorney relationships, handle cold call objections, and refine lead filtering strategies. Learn proven follow-up techniques, marketing tips, and prospecting methods to grow your probate business. Don't miss these valuable insights! 

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00:00 Introduction
01:28 Understanding Probate Mastery & Your Real Estate Business | Bruce’s Advice
16:09 How to Answer: "How Do You Work with Attorneys?" | Christy’s Question
16:32 Overcoming Cold Call Interruptions: Bruce’s Advice on Handling "How Did You Get My Number?"
18:00 How to Answer "How Do You Work with Attorneys?" | Bruce’s Explanation
29:57 Sarah’s Insight: Empowering Clients Like Teaching Kids to Dress
30:35 Oksana’s Lesson: The Power of Follow-Ups in Probate Deals
32:39 Bruce on Lead Filtering: Targeting the Best Probate Prospects
34:28 Oksana’s Follow-Up Strategy: When "Not Selling" Turns Into a Listing
35:53 Bruce’s Probate Marketing Strategy: High-Value Mail vs. Postcards
41:34 Cam’s Long-Awaited Closing: The Challenges of Probate Deals
42:39 Small Changes, Big Impact: Improving Your Probate Business
44:44 Learning from Ricky Carruth: Circle Prospecting in Real Estate
47:34 Winning Your First Attorney Referral: Persistence Pays Off
49:24 Unlocking Gold in Attorney Relationships
52:20 Winning Attorney Referrals in Probate Real Estate
54:48 Bruce’s Q&A with David: Digging Into Probate Strategies
56:15 Bruce Follows Up with David: Clarifying Probate Strategies
56:41 David’s Definitive Answer: 100% Agreement with Bruce
1:01:02 Anda’s First Attorney Networking Event: How to Introduce Yourself
1:01:59 David’s Business Card Rule: Only Give It When Asked
1:03:23 Bruce’s Take on Business Cards: Get Their Number Instead
1:05:38 Cam’s Invitation: Join Me for My Speaking Engagement Tomorrow!

Check out our channel here:
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 Unlock powerful strategies for probate follow-ups, handling difficult calls, and understanding lead value! In this video, we dive into tips on selling property without a will, handling old probate leads, clearing clutter for investors, and navigating California's probate timeline. Whether you're a real estate investor or just getting started, you won't want to miss these insights! 

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00:00 Introduction
03:52 The Power of Follow-Ups: Khalid Shares a Win
07:22 The Challenge of Staying in Touch: Bruce’s Approach
15:57 Are Old Probate Leads Worth It? Al’s Question on Lead Age
16:40 Do Old Probate Leads Still Hold Value? Bruce’s Insight
24:53 Handling Difficult Pre-Probate Calls | Joseph’s Experience
26:01 Giving Pre-Probate Leads Time | Bruce’s Advice
31:43 When to Contact a New Probate List? | Al’s Question
31:58  When to Call Probate Leads? | Bruce’s 3-Step Approach
38:26 Question: Selling Mobile Home Without a Will | Probate Process
39:35 Ohio Small Estate Exception: Skip Probate Process? | Bruce Explains
43:37 Specialty Liquidation: Managing 3-Home Estate with Storage Issues | Lynette's Dilemma
44:27 Bruce's Advice on Clearing Clutter to Attract Investors | Concierges & Appraisers
46:00 Lynette’s Question on Small Estate Affidavit & Bank Requirements | Probate Process Explained
46.:32 Bruce Explains Small Estate Affidavit & Bank Requirements | Probate Tips
51:37 Al's Question: Can You Buy Property Before Probate is Approved in California? | Real Estate Insights
52:27 Bruce Explains: Probate Approval Timeline in California Counties | Real Estate Insights

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Unlock proven strategies for successful probate sales, handling objections, and boosting conversions with Bruce’s insights!

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00:00 Introduction
01:57 Defining a Success Story in Probate | Bruce's Insights
11:10 Anda Inquires: How to overcome "We Have Everything Covered" Objection
11:49 Bruce's Thought: Getting on the Same Page with Prospects Who Push Back
19:42 Curtis on Assumptive Closing: Timing Your Follow-Up Calls
20:05 Bruce on Identifying What Felt Off in a Response
20:57 Bruce on Shifting to Real Estate After Probate for Better Results
21:25 Bruce on Shifting the Conversation to the Future in Probate Calls
22:32 Why Saying “Is It Just Too Early?” Works in Probate Conversations
28:40 Lynne's Insight: Offering Value in Probate Conversations: The Power of Helpful Information
29:14  Bruce's Strategic Value Offers in Probate Conversations: Finding the Right Gaps
35:31 How to Find Properties Heading to Probate: Lynne's Question
35:36 Building Relationships with Attorneys for Probate Referrals: Bruce Explains
42:31 Sarah asks about Lead Conversion Expectations
42:44 Bruce's Goal: Aiming for 20% Lead Conversion Rate
44:00 Sarah's Struggle with Tracking Conversions and Follow-Up Tips
44:53 Bruce Opens Up About Struggling with Consistent Follow-Up
47:00 Aline Discusses Prioritizing Pipeline with Numbered List Approach
47:38 Bruce Discusses Hesitation on Expanding Pipeline Beyond Top 10
49:42 Do You Mail CMAs? | CMA Mailing Strategy for Real Estate Professionals
49:44 Bruce's Approach: Seller Option Sheet vs CMA
51:29 Al's Journey: From Commercial Broker to New Real Estate Program | Career Transition
52:46 Bruce's Real Estate Strategy: Transitioning to a More Effective Approach
58:47 Anda asks Bruce: What should you include in your follow-up resources? 
59:03 Bruce's Bold Answer That Might Infuriate Some

Check out our channel here:
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In this video, experts discuss proven probate strategies, including accessing free records, working with attorneys, and building your pipeline. Learn tips from seasoned professionals like Bruce,  on how to approach courthouses, overcome probate challenges, and maximize referrals. Plus, get valuable insights into networking events, multi-touch campaigns, and managing relationships with overwhelmed solo practitioners. Don't miss out on actionable advice to boost your probate real estate business!

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00:00 Introduction
02:11 Frankie Shares: Free Probate Records in Franklin County: How to Access Them
04:27 Getting Courthouse Staff to Share Insights: Bruce Asks Frankie
04:48 Frankie's Approach: Introducing Yourself at the Courthouse
5:50 Bruce Praises Frankie's Courthouse Strategy
08:27 David Shares a Probate Closing Challenge
11:01 Bruce advise: How to Support an Overwhelmed Solo Practitioner
14:16 Bruce asks David, What's Your Pipeline Look Like?
14:26 David Shares His 13 Listings: Half Are Probate
16:50 Bruce Explains the Importance of Pipeline in Business
20:15 Bruce Reads Teddy's Question on the Most Effective Prospecting for Building Your Pipeline
20:25 David Talks About the Tough Balance Between Probates and Referrals in Building Leads
23:58 Michelle Shares Valuable Probate Tip About Amendments and Court Paperwork
26:40 Michelle Seeks Advice on Capitalizing on Positive Attorney Relationships for Business
27:26 Bruce Shares Tips on Building Relationships with Attorneys for Business Growth
33:10 Michelle Asks About Attorney Events for Networking Opportunities
33:34 Bruce on Becoming a Vendor for the Bar Association
37:01 Rodger's Strategy: Hosting a Lunch-and-Learn for Attorneys
44:47 Bruce: Comparing High-Touch and Low-Touch Probate Approaches
46:50 Darlene's question about finding probate listings beyond working with attorneys
46:59 Bruce explains why attorney relationships aren't the only path to success in probate real estate
51:06 Keegan's Question: Systems for Following Up with Attorneys After the First Call
52:35 Bruce invites the group to share their experiences with multi-touch campaigns

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Discover top strategies from Bruce, and others on handling probate challenges, leveraging tech, and building strong attorney relationships!

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00:00 Introduction
03:15 Bruce Discusses: "Being Relevant When It Matters"
13:23 Michael Shares: Navigating Probate in New Jersey
13:59 Michael Seeks Solutions: Competing with Tech-Savvy Rivals
14:53 Bruce Highlights: Creating Relevant Content for Probate Marketing
20:51 Bill Shares: A Resourceful Tip for Real Estate Agents
22:15 Bruce on Content Strategy: Duplicate and Leverage Tools
27:12 Bruce Explains: How YouTube and Paid Ads Boost Probate Searches
33:09 Probate Mastery Commercial
35:09 Anda Shares: Struggling to Handle Call Rejections
35:30 Bruce’s Take: Turning Brush-Offs Into Rapport-Building Opportunities
40:58 Cristy Asks: How to Approach Probate Attorneys as a Newcomer
41:32 Bruce on Building Relationships with Attorneys Over Time
47:32 Bill on Adding Value and Knowledge to Work with Attorneys
49:19 Bruce on Developing Your Own Approach to Building Attorney Relationships
52:47 Bruce Update on Live Classes and Upcoming Sessions
55:16 Ron Inquires About Resource for Podcast Interview Questions with Probate Experts
55:56 Bruce Provides a Preview of Upcoming Class Topic

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 Learn key real estate strategies, including the power of drop mail marketing, goal setting for success, and insider tips on probate sales, to help you grow your business and overcome challenges in the industry

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00:00 Introduction
02:37 Melanie Shares: A New Approach with Drop Mail Marketing
05:04 Bruce Discusses Direct Mail: Why Success Varies in Metro Areas
08:25 Melanie’s Goal: 2 Deals a Month and Building a Team
08:47 Bruce’s Overview of Goal-Setting Basics
21:53 Probate Mastery Commercial
24:24 Oliver Shares: Staying Motivated While Calling Leads
25:13 Bruce Sets Realistic Expectations for Probate Prospecting
56:30 Matthew Warns: Risks of Selling Real Estate Outside of Probate
57:01 Bruce Clarifies: Selling Houses Before Probate Closes

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