Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Whether you're just starting or fine-tuning your process, this video breaks down high-impact strategies for probate, lead management, marketing, and content creation.

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00:00 Introduction
00:55 What to Send When a Lead Isn’t Ready Yet
03:38 Sharing My Vacant Property Mailing Strategy
14:18 Returned Mail? What Happens When Vacant Letters Come Back
17:11 Why Bruce’s Probat...

Curious how professionals are making real income in the probate niche? In this video, we explore how agents, investors, and entrepreneurs build sustainable income through probate leads, AI tools, and consistent systems—while juggling other responsibilities.

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00:00 Introduction
06:17 Start With the 5 Core Competencies
06:29 Step 1: Find the Attorneys and Personal Representatives
07:24...

Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate

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00:00 Introduction
03:58 Mindset Shift: Celebrate Wins Beyond Closings
07:14 Bruce on Tracking KPIs for Probate Success
10:00 Bill on Delegating Content Creation: Why AI Can’t Replace Your Voice
11:25 Bruce on Building a Hig...

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 fo...

Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don’t be one of the

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00:00 Introduction
02:25 How to Learn Real Estate Strategies Beyond MLS Listings
02:44 Stop Only Offering Traditional Listings: Explore Creative Options
23:01 Can Agents Invest Outside Their Brokerage? 

Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business.

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00:00 Introduction
05:46 Approved & Appointed: Big Wins for David in Law and Leadership
07:00 David’s Probate Letter Strategy That Gets Results
08:11 Designing a Business That Works for You
09:28 Fiduciaries vs. Petitioners:...

 Unlock the secrets to effective probate mailing for real estate success! In this video, we dive into strategies for sending targeted letters to probate leads, increasing your chances of closing deals. Learn how to craft compelling messages, choose the right mailing strategy, and maximize your reach to probate prospects. Whether you're a seasoned investor or just starting, this guide will help you build a stronger, more profit...

Thinking about jumping into the probate real estate game—or already in it and feeling overwhelmed? This episode is packed with real, unscripted insights from pros in the trenches. From building a business with no one-size-fits-all formula to sponsoring attorney lunches, working with public administrators, and learning from mistakes, this is your ultimate behind-the-scenes look at what it takes to grow.

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In this video, learn powerful prospecting techniques, effective lead generation strategies, and how to master probate and estate planning to grow your real estate business. From skip tracing tips to handling foreclosure scenarios, discover insights and actionable steps from industry experts.

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00:00 Introduction
02:50 Prospecting Power Moves: What You Should Be Doing Daily
13:23 When...

Unlock the top strategies for thriving in probate real estate! From building powerful habits to mastering LinkedIn for lead generation, discover how to call, text, and connect with attorneys and prospects like a pro. Don't miss out on Bruce’s insights into dialing, voicemail scripts, and more. Watch now to supercharge your probate business!

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00:00 Introduction
01:54 How to Build Ha...

💼 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 Specia...

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 Star...

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 Pro...

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. Pa...

 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 Understand...

 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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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

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...

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...