How Probate Works
Understand the probate process in plain English before you approach a family or open a court file.
Time to plan for: About 2 hours of course material.
What you’ll learn
- How a case moves through the court and why timing matters
- Who the personal representative is and what authority they have
- The language of probate and where real estate fits
- What the family may be managing alongside the property
Why it matters: Probate conversations are easier when you understand the process behind them. Start here, free, then choose how far you want to take your training.
Want more than one course?
Choose a bundle instead of completing this individual-course checkout.
Five Core courses — $497. Build the full probate business foundation, then add an elective later. Choose the Core Bundle
Â
Five Core courses plus one elective — $997. This is how you earn your Certified Probate Expert (CPE) designation. Once you complete all 5 core courses (above), plus one elective (below), you earn your CPE certificate. It can be done with any path that fits your personality, skillset and goals. Choose one of the paths below based on what 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
Â
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.
