The Probate Business Blueprint

Advance enrollment: About half the lessons are complete. The remaining material will be taught live on Thursday, September 24, 2026, at 11:00 a.m. - AND - 2:30 p.m. Eastern. Each session is about 90 minutes. Register by 10:59 a.m. Eastern to join the first live session. Use code PBB100 for $100 off; the code remains valid through September 24. Recorded lessons will be added after the live class.

Turn your probate training into a practical plan for what to build and do each week.

Time to plan for: About 3 hours of course material.

What this course covers

• Choose the activity numbers and pipeline stages to track
• Compare outreach channels before trying to run them all
• Separate assets you build once from systems you repeat
• Prioritize a build list and a weekly action plan

Why it matters: A plan turns course ideas into decisions you can act on. This course is designed to help you choose the next step for your business.

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 Certified Probate Expert (CPE) designation 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 Certified Probate Expert (CPE) designation requires all five Core Curriculum courses plus at least one elective.