Relationships That Refer Full Certified Probate Expert (CPE) Bundle

Advance enrollment: Two Core courses are ready now and three are being completed. Use code EARLY300 for $300 off when you enroll by Friday, October 9 at 11:59 p.m. Pacific. Your purchase includes published lessons now and the remaining lessons as they are released.

Pair the five Core Curriculum courses with Relationships That Refer: Attorneys & Vendors. Build a referral network around professionals who serve probate families.

Time to plan for: About 16.5 hours of course material across the six included courses.

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

Relationships That Refer: Attorneys & Vendors, about 6 hours of course material.

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.