Probate Real Estate: Investing with Creative Financing & Follow-up (Advance Tips)

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.

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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

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