Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

Probate Leads & Real Estate: Must-Know Strategies for 2025!

• David Pannell and Certified Probate Experts • Episode 201

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

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