Probate Secrets: Qualifying Leads Without Asking & What If an Heir Dies?!

Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️‍♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” 🧠

Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to navigate that sensitive scenario like a pro. This episode is a must-watch for real estate investors, agents, and probate professionals who want to build rapport, close more deals, and confidently handle tough situations.
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00:00 Introduction
02:42 How to Qualify a Probate Lead Without Asking "Where Are You in the Process?"
04:58 What Happens When an Heir Dies During Probate?
09:17 When Probate Sellers Say “We’ve Given Up” – Don’t Walk Away
13:02 Can You Give Gifts to Probate Attorneys? Here's What to Know
14:04 Who's Your Ideal Probate Client? Defining Your Avatar
14:28 Why Out-of-Area PRs Are My Best Probate Leads
14:43 The Ideal Probate Lead? Anyone Ready to Sell
14:54 Why Most Investors Go for the "Low-Hanging Fruit" in Probate
17:12 New to Probate? Real Estate Agent Shares Early Challenges with Multiple Heirs
18:27 Executor vs. Fiduciary: Understanding Probate Roles in California
24:40 Navigating Upset Bids in North Carolina Probate Listings
25:24 Using the 2-T Contract Form in North Carolina Probate Sales
29:20 Understanding the Court's Role in Upset Bids and Property Liens
32:50 Probate Mastery Commercial
34:03 Who on This Call Is an Investor? Let's Find Out
35:15 Getting Comfortable with Probate Deals: David’s 50/50 Shift
36:16 What Probate Clients Want: Understanding Their End Goal
38:43 Stand Out in Probate: When Everyone’s Calling, Offer Real Value
40:09 What Probate Sellers Want: Speed vs. Value
42:52 Meet Probate Leads Where They Are: The Key to Connection
45:39 What Bruce Learned Watching Jeremy Miner’s Sales Strategy
48:41 Getting Out of Your Way as a Realtor: David on Embracing Assignments
50:14 Foreclosure + Probate: Rigo Shares His Niche Strategy in North Carolina
52:27 How David Assumes the Close with Gratitude in Veteran-Focused Business
53:50 Using the Phonetic Alphabet to Make Your Name Memorable
54:46 Embracing Unique Names in Real Estate Networking
56:19 "It Sounds Like Green" — Owning Your Unique Name in Business

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