Initial Attorney Interview Guide
- A guide to a smooth first conversation with Attorneys.
Probate Referral Client Preparation Checklist
- A guide to be given to the prospect by the real estate professional.
SOI Referral Interview Sheet
- A guide to help you speak with family, friends, clients, peers, etc. about why they need to have a free meeting with your Estate Attorney(s).
Pro Se/Pro Per Interview Sheet
- A guide to the conversation with family members who believe they do not need legal representation.
A National Guide to Probate Administration
- Created by EstateExec, this guide is to be used as a marketing piece that lists the national probate administration tasks.
A Local Guide to Probate Administration
- A template for a collaborative marketing piece you can design with your Attorney(s) to make it hyperlocal and start the relationship off strong.
A Guide to Probate Administration Marketing Letter
- An editable marketing letter to be used with either of the Guides to Probate Administration.
2 No Trespassing Signs
- Templates to be used as a marketing piece and to be placed on probate homes.
No Trespassing Marketing Letter
- An editable marketing letter to be used as a hook for the No Trespassing Sign.
Probate Legal Terminology
- Created by Attorney, Realtor, & CPE, Lina Ara, this is a list of legal terminology to be aware of in the probate space.
Estate Professional Directory Vendor Team Invitation Marketing Letter
- An editable marketing letter to be sent to your vendor team and expand your reach in the EstateProfessional.org Directory.
