Relationships That Refer: Attorneys & Vendors

Build a referral network with the professionals who already serve probate families.

Time to plan for: About 6 hours of course material.

What this course covers

• Find the attorneys and vendors whose work intersects with an estate
• Start conversations that focus on their work and their clients
• Develop a useful vendor directory and referral process
• Stay visible through follow-up, events, and co-marketing

Why it matters: A network grows when professionals understand how you help families and see you follow through.

Certified Probate Expert path: This is a qualifying elective. The designation also requires all five Core Curriculum courses.