Understanding Your Probate Prospect
Learn to see the situation from the personal representative’s side of the conversation.
Time to plan for: About 1.5 hours of course material.
What you’ll learn
- Why the personal representative has the job and what else is on their plate
- Why a standard real estate pitch can miss what the family needs
- The concerns, decisions, and timing that shape their response
- How to listen before you offer a solution
Why it matters: A probate prospect is a person carrying a legal and family responsibility. Understanding that context helps you offer relevant help.
Want more than one course?
Choose a bundle instead of completing this individual-course checkout.
Five Core courses — $497. Build the full foundation, then add an elective later. Choose the Core Bundle
Five Core courses plus one elective — $997. Choose the CPE path that fits your business:
- Probate Prospecting — direct outreach and appointments
- Relationships That Refer — attorney and vendor referrals
- E.A.R.N. — attorney referral relationships
- Marketing That Converts — mail, email, social, and search
All five Core courses and all four electives — $2,497. Choose the Complete CPE Bundle
The CPE designation requires all five Core Curriculum courses plus at least one elective.
