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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