Probate Prospecting Full Certified Probate Expert (CPE) Bundle

Advance enrollment: Two Core courses are ready now; three Core courses and Probate Prospecting are being completed. Use code EARLY550 for $550 off when you enroll by Friday, October 9 at 11:59 p.m. Pacific. Your purchase includes published lessons now, remaining lessons released live between now and October 31, 2026. Live classes detailed below.

Pair the five Core Curriculum courses with Probate Prospecting: Turn Your Lists Into Appointments. Learn to work a list, start relevant conversations, and move toward appointments.

Time to plan for: About 16.5 hours of course material across the six included courses, plus the four scheduled live elective sessions.

Core courses: ready and coming soon

• Ready now: How Probate Works (2 hours) and Understanding Your Probate Prospect (1.5 hours).
• Recorded, in editing: Stand Out In Probate: Your Brand & USP (2 hours), expected by September 30, 2026. Already recorded and being edited for release now. 
• Live October 1: Follow-Up and Conversion: Turning Leads Into Clients (2 hours of course material), with 2 live sessions. One class at 11:00 a.m. Eastern and the other at 2:30 a.p. Eastern.
• In production: The Probate Business Blueprint (3 hours of course material) will be taught live Thursday, September 24, 2026, at 11:00 a.m. and 2:30 p.m. Eastern. Each session is about 90 minutes. Enrolled students will receive joining details by email; recorded lessons will be added afterward.

Your elective: Probate Prospecting

Four live sessions on Thursday, October 22 and Thursday, October 29, 2026, at 11:00 a.m. and 2:30 p.m. Eastern each date. Each session is about 90 minutes. Plan for about 6 hours of published course material.

Also included: Constructing Your Probate USP Workshop.

Designation path: Complete the five Core Curriculum courses and this elective to earn the Certified Probate Expert (CPE) designation.

Want to discuss the live classes or course path? Book a discovery call.