Probate Prospecting: Turn Your Lists Into Appointments

Advance enrollment: This course will be taught live on Thursday, October 22 and Thursday, October 29, 2026, at 11:00 a.m.  AND  2:30 p.m. Eastern each day. Each of the four sessions is about 90 minutes. Recorded lessons are still in production. Use code PPR250 for $250 off when you register by Friday, October 9 at 11:59 p.m. Pacific.

Turn probate records into a workable outreach process, from list to conversation to appointment.

Time to plan for: Four live sessions of about 90 minutes each; about 6 hours of course material when published.

What this course covers

• Organize a list and pipeline before outreach
• Use a clear opening and ask better questions
• Handle common objections without pushing past the family’s situation
• Build a follow-up rhythm for people who are not ready yet

Why it matters: A list is only a starting point. The value is in the conversations you create and the care you take with each family.

Certified Probate Expert (CPE) designation path: This is a qualifying elective. Complete all five Core Curriculum courses and at least one elective to earn the designation.