How Probate Works
Understand the probate process, authority, timing, and the role of a real estate professional.
FreeStart free
Probate Mastery course store
Choose the training that fits your next step
Start with the probate process, build a complete Core foundation, add the business-development method that matches your market, or choose a complete Certified Probate Expert coursework bundle.
New to probate?Begin with “How Probate Works” for free, then choose individual Core courses or the full Core bundle.
Want to earn the CPE designation?Complete all five Core courses, at least one business-development elective, and the required quizzes.
Need one focused growth skill?Choose a standalone elective or explore Specialty Courses for a specific business need.
Free starting course
How Probate Works
Learn the basic court process, the people involved, who has authority, and where a real estate professional fits. This is the best first step before choosing a larger curriculum path.
FreeStart free
How CPE coursework works
- Complete all five Core Curriculum courses.
- Complete at least one business-development elective.
- Pass the required course quizzes.
- Request certification after the requirements are complete.
The designation is earned through completion. Specialty Courses are optional and do not replace a Core course or elective.
Build the foundation
Core Curriculum
The five Core courses cover the probate process, the people you serve, your positioning, follow-up and conversion, and the plan for building your probate business.
Understanding Your Probate Prospect
See the experience from the personal representative’s side and learn to listen before offering solutions.
$147View course
Stand Out in Probate: Your Brand & USP
Develop a clear position and message for the families and referral partners you want to serve.
$147View course
Follow-Up and Conversion: Turning Leads Into Paying Clients
Build a follow-up system that keeps helpful conversations moving toward clients.
$247View course
The Probate Business Blueprint
Recording is complete and editing is underway, with release expected by Thursday, October 22.
Use PBB100 for $100 off through Friday, October 23 at 11:59 p.m. Eastern.
$47 with codePreorder course
Core Curriculum Bundle
Get all five Core Curriculum courses together. Add at least one elective separately if you plan to complete the CPE coursework.
Includes all five Core courses.
Choose your business-development path
Electives
Each elective focuses on a different way to create probate business. Buy one by itself or choose the corresponding Core + elective bundle below.
Probate Prospecting: Turn Your Lists Into Appointments
Attend live on both Thursdays at 11:00 a.m. and 2:30 p.m. Eastern.
Use PPR250 for $250 off through Wednesday, October 21 at 11:59 p.m. Eastern.
$447 with codeEnroll for live course
Relationships That Refer: Attorneys & Vendors
Build a broader network of attorneys and estate professionals who know when and how to refer you.
$697View elective
E.A.R.N.: Earn Attorney Referrals Now
Go deeper on attorney relationships with Chad Corbett’s focused referral-development system.
$697View elective
Marketing That Converts: Mail, Email, Social & Search
Create a coordinated marketing path across direct mail, email, social media, and search.
Use MTC500 for $500 off through November 15 at 11:59 p.m. Eastern.
$197 with codePreorder elective
Complete coursework paths
Certified Probate Expert bundles
Each $997 bundle includes all five Core Curriculum courses and one elective. The Complete bundle includes all five Core courses and all four electives.
Core + Probate Prospecting
For professionals who want a direct prospecting system for turning probate lists into appointments.
Five Core courses + Probate Prospecting.
$997Choose this path
Core + Relationships That Refer
For professionals who want a broader estate-professional network that includes attorneys and vendors.
Five Core courses + Relationships That Refer.
$997Choose this path
Core + E.A.R.N.
For professionals who want to focus specifically on developing attorney referral relationships.
Five Core courses + E.A.R.N.
$997Choose this path
Core + Marketing That Converts
For professionals who want to build an inbound path using mail, email, social media, and search.
Five Core courses + Marketing That Converts.
$997Choose this path
Complete CPE Course Bundle
Get the complete Core Curriculum and every current business-development elective in one purchase.
All five Core courses + all four electives. Nine courses total.
$2,497Choose complete bundle
Optional focused training
Specialty Courses
Specialty Courses address a specific skill or implementation need. They are optional and do not replace a Core course or the elective required for CPE coursework.
Win the Appointment: Solutions Families Say Yes ToPractical options and presentation skills for probate appointments.
Video Authority: Core Videos, YouTube & ShortsBuild authority through useful long-form and short-form video.
Build Your Probate Website & BlogCreate a focused web presence that answers the questions families and referral partners ask.
AI Knowledge Files & SetupGive AI the organized business context it needs to support useful work.
Bring Them an Offer: Cash Offers for Probate Appointments & LeadsUse cash offers as an appointment-opening conversation and a lead-generation strategy.
Enrollment links will appear here when each Specialty Course is available for public purchase.
Ongoing coaching
Mastery Academy
Mastery Academy is a separate monthly coaching membership for live guidance, accountability, and practical script work. Course purchases are separate, so members should choose the courses that contain the complete structured training and resources they need.
