Certification: Probate / Pre‑Probate (Weeks 7–12)

Leave a Comment / By Becky Pizzolatto / October 14, 2025

Course Information

Categories: Probate, Probate Certification

Course Instructor

Becky Pizzolatto Author

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Week 7 – Probate Fundamentals
- Understanding the Probate Process
- Key Court Documents
- Roles of the Personal Representative
- Pre‑Probate Opportunities
- Ethical & Legal Considerations
Week 8 – Sourcing & Qualifying Probate Leads
- Where to Find Probate & Pre‑Probate Data
- Evaluating Lead Motivation & Property Potential
- Building Relationships with Clerks & Attorneys
- Tools for Tracking Probate Leads
- Handling Sensitive Family Dynamics
Week 9 – Marketing to Probate Sellers
- Compassionate Direct‑Mail Campaigns
- Phone Scripts for Personal Representatives
- Email & Text Outreach Best Practices
- Hosting Probate Seminars or Workshops
- Using Your Credibility Website to Build Trust
Week 10 – Transaction Mechanics
- Valuing Estate Properties Accurately
- Deferred Maintenance & Clean‑Outs
- Estate Sale & Auction Options
- Coordinating with Attorneys, Heirs & Courts
- Managing Title Issues Unique to Probate
Week 11 – Negotiation & Deal Structures
- Structuring Offers for Estate Properties
- Multiple Heirs or Conflicting Interests
- Financing Options for Buyers
- Investors vs. Retail Buyers
- Protecting Your Commission & Paperwork
Week 12 – Scaling Your Probate Business
- Building Referral Networks
- Partnering with Service Providers
- Creating a Repeatable Probate Marketing System
- KPIs & ROI for Probate Campaigns
- Final Exam & Certification Project