Tired of cold calling probate leads and getting ghosted?
If you're a realtor or investor trying to break through probate conversations, don't miss this episode

In this group coaching session, Bruce Hill and the EPM community unpack what matters in probate marketing:

✨ Less friction.
⏱ Timing matters.
🔁 But above all? Consistency, especially in how you cold call.

Bruce shares his exact cold calling probate script that gets consistent callbacks and listings even from hesitant personal reps and attorneys.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
03:38 Cold Calling a Probate Lead: What Script Should You Use?
13:38 Can I Copy Your LinkedIn Profile? What Makes a Great Setup for Real Estate Pros
16:24 How to Approach Guardians in Probate: Build Trust, Then Bring Cash Solutions
21:48 From First Call to First Deal: How Investor Training Led to Real Probate Conversions
31:15 What’s in Your Probate Info Package? Here’s What to Include
41:17 Probate Mastery Commercial
42:39 What’s in Your Probate Meeting Packet? Must-Haves to Bring With You
50:02 Do Not Call Rules, Course Access, and Alumni Pricing—Here’s What You Need to Know
01:01:18 Letter Staging, Competing with Investors, and Dealing with Attorney-Preferred Agents
01:09:42 Too Many Options? Balancing Investor Offers, Listings, and the Temptation to Wholesale

📺 ABOUT OUR CHANNEL
Probate Mastery is your go-to channel for probate real estate expertise. Whether you're an agent or investor, we share expert advice, strategies, and tools to help you grow your probate business.

📍 Check out our channel:
https://www.youtube.com/@realestateinprobate

✅ Subscribe so you don’t miss the next video!

📬 CONNECT WITH US
Website: https://probatemastery.com
Email: support@probatemastery.com
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Caller ID for real estate investors, cold calling probate leads, name vs business caller ID, real estate marketing, probate prospecting tips


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00:00 Introduction
02:05 New to Probate Mastery? Understanding the Facebook Groups & Where to Ask Questions
08:47 Foundations Class vs. Website: What’s Best for Experienced Agents Seeking Designation?
10:05 Caller ID Branding: Should You Use Your Name or Business Name?
16:48 Probate Mastery Commercial
18:03 Has Your Number Been Flagged as Spam? Here’s How to Check
19:58 Co-Developing a Probate Class with an Attorney? Here's How to Start
26:42 Red vs. Green Numbers on Probate Leads: Which Ones Can You Call?
34:39 Why Making Calls Is Your Foundation—Start Here Before Social Media
40:31 Federal Ruling: Investors vs. Realtors and the Do Not Call List
44:58 First-Time Student? Here’s Who to Contact for Support and Quick Help
48:56 From Hospital Bed to Probate Lead: How YouTube Marketing Brought a Deal Full Circle
57:46 Paralegals: The Real Gatekeepers When Prospecting Attorneys

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

In this episode of The Estate Professionals Mastermind Podcast, we discussed probate real estate investing and creative financing strategies that will help you close more deals, faster, and smarter.

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00:00 Introduction
01:21 Novation vs. Wholetail: What's the Real Difference?
01:33 Welcome to All Things Probate Real Estate: Listings, Value, & Investment Insights
06:51 Wholesaling Basics: Selling the Contract, Not the House
7:37 Why This Agent Loves Wholetailing for More Control & Seller Confidence
9:12 First-Time Caller, Long-Term Mindset: Why Binary Questions Work in Real Estate
9:57 Go-To Resources for Sellers: What Do You Send?
12:28 What Resources Should You Send? Probate Mastery Tips & Templates
17:49 "Yeah, Just Send It to Me" — Reading Between the Lines in Seller Conversations
18:11 How I Decide to Go Deeper on a Call: Reading Lead Responses
19:00 Knowing When Not to Push: Shifting Toward Assets Without Losing Rapport
23:30 Probate Mastery Commercial
24:43 Broker + Investor: Closing a Tough Probate Deal & Using Subject-To Strategies
26:02 Why I Focus More on Listings Than Investing in a Data-Savvy Market
28:46 What Is Subject-To? Breaking Down the Strategy (No Guru Hype)
30:35 Why I Hesitated with Probate & Subject-To: Too Many Wholesalers, Not Enough Funding
31:27 Advanced Play: Pairing Subject-To Deals with a Credit Stacking Strategy
32:34 25 Years In, but Coaching Has Me Re-Energized—And Foreclosures Are Rising
33:07 Understanding Probate Property Values: Why Market & Ownership History Matter
37:12 Spotting Pro Se Probate Filings: No Attorney, Small Estate, or DIY?
37:58 Start the Conversation Early—Even If They're “Not Ready Yet”
40:28 3 Heirs, Last-Minute Repairs, and a Surprise at Closing
44:12 Nightmare Deal Turned Dream Referral: How a Tough Transaction Became a Lifelong Client
46:29 Should You Prioritize Leads When the PR Lives in the House?
47:00 Treat Everyone the Same—Until You Can’t: When to Filter Your Probate List
51:16 Black Belt Strategy? I’m Just Starting—So I’m Calling Everyone
51:23 Step One: Just Get Some Experience
51:44 Executor Drama Resolved—Now I’ve Got the Listing and the Probate Renovation
52:46 Spin-Off Businesses vs. Vendor Relationships: Building Smarter in Probate Real Estate
57:15 White Belt Wins: Mastering the Basics Brings the Biggest Growth

📍 Check out our channel:
/ @realestateinprobate
✅ Subscribe so you don’t miss the next video!
📬 CONNECT WITH US
Website: https://probatemastery.com
Email: support@probatemastery.com
Facebook: / probatemastery
Instagram: / coachbrucehill
Podcast:

Learn more at www.probatemastery.com

Whether you're just starting or fine-tuning your process, this video breaks down high-impact strategies for probate, lead management, marketing, and content creation.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
00:55 What to Send When a Lead Isn’t Ready Yet
03:38 Sharing My Vacant Property Mailing Strategy
14:18 Returned Mail? What Happens When Vacant Letters Come Back
17:11 Why Bruce’s Probate Process Still Teaches Something New Every Time
24:12 Turning Spreadsheets Into Systems: Foundation for Lead Management
24:58 When to Remove Leads: Criteria for Clearing Your Prospect List
31:05 Texas Probate Question: Separating Property from the Process
35:29 What Are You Delegating to Your Virtual Assistant?
37:10 Should You Start with Mail Outreach in Probate?
41:48 More Than Real Estate: Monetizing Probate Opportunities
43:19 Should Every Probate Deal Get a Cash Offer?
45:38 Mailing Strategies: DIY or Outsource?
46:40 Letters vs. Postcards: What Works Best in Probate?
47:37 Do You Wholesale Too? Profit Margins in Probate Deals
54:35 Getting Started with YouTube & Interviews: Why Word of Mouth Isn't Enough
58:27 Partnering with Attorneys for Real Estate Classes & PR Outreach
01:00:32 Splitting Content: What's the Difference Between Shorts and Short Videos?

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Curious how professionals are making real income in the probate niche? In this video, we explore how agents, investors, and entrepreneurs build sustainable income through probate leads, AI tools, and consistent systems—while juggling other responsibilities.

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
06:17 Start With the 5 Core Competencies
06:29 Step 1: Find the Attorneys and Personal Representatives
07:24 Step 2: Contacting Probate Attorneys with Confidence
07:56 Step 3: How to Get Attorneys' Attention and Book Meetings
08:12 Step 4: Mastering the Introductory Meeting with Attorneys
9:16 Step 5: The Fortune is in the Follow-Up
09:48 Mastering the 3 Skill Levels in Probate Real Estate
09:53 Level 1 – Starting Out in Probate Real Estate
10:06 Level 2 – Gaining Confidence and Consistency in Probate Work
10:28 Level 3 – Automating Probate Systems for Advanced Success
11:32 Noriel: Clarifying the 25 — Contacts or Just Outreach?
11:45 Reine: Just 25 Emails — Here's the Basic Outreach Breakdown
13:37 Probate Mastery Commercial
14:56 Reine’s Live Demo: How to Find Probate Attorneys Fast
01:13:01 Reine’s Takeaway: Start Using AI in Your Business
01:13:46 David on CRM Targeting: Small Cost, Big Value
01:14:56 Reine's AI Breakthrough Moment at a Real Estate Conference
01:15:55 Lynette on Video Editing with Cloud Tools
01:16:07 Reine’s Simple Editing Workflow for Long-Form Interviews
01:17:11 Meet Grace: Reine Expands His Team with a Social Media VA
01:17:51 Lisa Gets Real: “How Are You Making a Living?”
01:17:59 How Reine Balances a Day Job, AI, and Real Estate
01:19:32 New Agent Kristine Asks: How Do I Start Interviewing Attorneys on YouTube?
01:19:55 Reine Shares: How I Got My First Interview Guests Without Attorneys
01:20:49 David’s First Video Got Him Fired?!
01:22:13 Start Small, Improve, Then Automate

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate

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00:00 Introduction
03:58 Mindset Shift: Celebrate Wins Beyond Closings
07:14 Bruce on Tracking KPIs for Probate Success
10:00 Bill on Delegating Content Creation: Why AI Can’t Replace Your Voice
11:25 Bruce on Building a High-Value Lead Pipeline With Smart Follow-Up Systems
15:38 Kevin’s Tip: Why Scope of Work Matters With Vendors
16:16 Bruce’s Cautionary Tale: Vet Your Vendors Carefully
16:55 Where to Find Powerful 2-Liner Scripts for Probate Leads
17:01 Bruce Shares His ChatGPT-Generated 2-Liner Scripts
19:04 Bruce Shares a Fun New ChatGPT Win
22:21 Reine Teases Next Week’s Topic: Building Attorney Relationships
23:30 Probate Mastery Commercial
24:43 Bruce Shares Strategy: Monthly Farming Publication & Local Event Promotion
27:47 Probate Case Drama: Administrator Stalls While Beneficiaries Push to Sell
28:52 Why Selling a Probate Property Now Could Be a Smart Tax Move
33:21 Avoid Extra Costs: Why Selling Before Probate Closes Saves More
37:43 What to Put on Your Real Estate Website: Rigo’s Foreclosure Strategy
40:26 Track Your KPIs: Core Activities That Drive Probate Success
44:10 Do You Need to Transfer Property Before Closing Probate?
48:02 Helping Stuck Heirs Move Forward in Probate
54:34 Navigating Spousal Rights and Wills in Probate
55:19 Persuasion Tips from “Exactly What to Say”
57:45 Handling Hesitant Clients: Robin’s Go-To Strategy

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Are you working probate leads but struggling with how to qualify them without sounding pushy? 🕵️‍♂️ In this video, we break down how to ask better questions that uncover real motivation, without saying, “Where are you in the probate process?” 🧠

Plus, what happens if an heir dies during probate? 🏚️⚖️ We unpack the legal chain, delays, and how to navigate that sensitive scenario like a pro. This episode is a must-watch for real estate investors, agents, and probate professionals who want to build rapport, close more deals, and confidently handle tough situations.
🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
02:42 How to Qualify a Probate Lead Without Asking "Where Are You in the Process?"
04:58 What Happens When an Heir Dies During Probate?
09:17 When Probate Sellers Say “We’ve Given Up” – Don’t Walk Away
13:02 Can You Give Gifts to Probate Attorneys? Here's What to Know
14:04 Who's Your Ideal Probate Client? Defining Your Avatar
14:28 Why Out-of-Area PRs Are My Best Probate Leads
14:43 The Ideal Probate Lead? Anyone Ready to Sell
14:54 Why Most Investors Go for the "Low-Hanging Fruit" in Probate
17:12 New to Probate? Real Estate Agent Shares Early Challenges with Multiple Heirs
18:27 Executor vs. Fiduciary: Understanding Probate Roles in California
24:40 Navigating Upset Bids in North Carolina Probate Listings
25:24 Using the 2-T Contract Form in North Carolina Probate Sales
29:20 Understanding the Court's Role in Upset Bids and Property Liens
32:50 Probate Mastery Commercial
34:03 Who on This Call Is an Investor? Let's Find Out
35:15 Getting Comfortable with Probate Deals: David’s 50/50 Shift
36:16 What Probate Clients Want: Understanding Their End Goal
38:43 Stand Out in Probate: When Everyone’s Calling, Offer Real Value
40:09 What Probate Sellers Want: Speed vs. Value
42:52 Meet Probate Leads Where They Are: The Key to Connection
45:39 What Bruce Learned Watching Jeremy Miner’s Sales Strategy
48:41 Getting Out of Your Way as a Realtor: David on Embracing Assignments
50:14 Foreclosure + Probate: Rigo Shares His Niche Strategy in North Carolina
52:27 How David Assumes the Close with Gratitude in Veteran-Focused Business
53:50 Using the Phonetic Alphabet to Make Your Name Memorable
54:46 Embracing Unique Names in Real Estate Networking
56:19 "It Sounds Like Green" — Owning Your Unique Name in Business

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

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Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com

Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don’t be one of the

🕛🕛Timestamp Navigation 🕛🕛
00:00 Introduction
02:25 How to Learn Real Estate Strategies Beyond MLS Listings
02:44 Stop Only Offering Traditional Listings: Explore Creative Options
23:01 Can Agents Invest Outside Their Brokerage?
23:18 Bruce on Brokerages and Buying Properties Outside Your License
25:21 Best Ways to Market to Probate Attorneys (When LinkedIn and Office Visits Fail)
25:50 How Bruce Landed a Top Probate Attorney from LinkedIn Outreach
26:55 How Tanya Gets Past the Gatekeeper to Book Attorney Meetings
28;11 How a Simple Office Pop-In Can Spark Strong Probate Relationships
31:45 Overcoming Nerves: How a Walk-In Opened Doors with a Probate Paralegal
33:11 Reine’s 5-Step Formula to Get Probate Attorneys Calling You
34:10 Bruce’s Most Powerful Probate Tool Revealed
37:07 Probate Mastery Commercial
38:44 Do You Need an Investor-Friendly Title Company or Attorney?
40:55 Surprise Tenant in Probate Property: What Now?
47:48 Heir Living in Deceased Parent’s Home—Now What?
49:04 Can You Renovate a Home Still in Mom’s Name?
52:27 Can Long-Term Occupancy Lead to Property Ownership?
53:15 Family Land Ownership: Business vs. Personal Parcels
55:16 Is It Worth the Legal Fight? Probate Costs vs. Property Value

Check out our channel here:
https://www.youtube.com/@realestateinprobate
Don’t forget to hit the subscribe button to stay updated!

FIND US AT
https://probatemastery.com/

GET IN TOUCH
Contact us at support@probatemastery.com

FOLLOW US ON SOCIAL
Get updates or reach out to Get updates on our Social Media Profiles!
Facebook: https://www.facebook.com/ProbateMastery/
Instagram: https://www.instagram.com/coachbrucehill/
Podcast: https://estateprofessionalsmastermind.buzzsprout.com/share

Learn more at www.probatemastery.com