Probate real estate referrals are built on trust.

In this coaching call, Bill Gross breaks down how he’s built long-term referral pipelines with probate attorneys, vendors, and other professionals in his local market.
He explains how to set clear daily goals, approach attorneys without pressure, and stay consistent even when cases move slowly.

You’ll also learn how to use AI to simplify your follow-ups, organize your outreach, and keep your touchpoints personal, not robotic.

⏱ Timestamps
0:11:15 — How to nurture relationships with attorneys
0:24:11 — What to say when approaching attorneys and starting conversations
0:48:18 — How to identify ways to help attorneys or potential vendor partners beyond real estate deals

If you’ve been trying to grow your probate business through better relationships and systems, this call gives you a clear direction to start.

🔵 Start Building Your Probate Real Estate Expertise:

Want to Close 2 Probate Deals a Month ?
👉 Get this free mini-training now: https://courses.probatemastery.com/Close-2-Probate-Deals-Every-Month

Probate Mastery Certification Course (Agents + Investors): Learn how to speak to any probate lead and offer solutions your competition doesn’t.
👉 https://probatemastery.com

E.A.R.N. – Earn Attorney Referrals Now: Build relationships that matter, the smart way.
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/

Advanced 1-on-1 Coaching: Get custom help scaling your probate real estate business.
👉 https://probatemastery.com/discovery-call/

💬 Drop a comment with your thoughts or questions.
👍 Like, subscribe, and hit the bell for more real-world probate business strategies.

📺 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

There isn’t one formula for a Probate Real Estate Business...there’s a landscape.

Some agents lead with relationships and build steady referrals.
Others prefer systems: consistent mail, structured calls, or ISAs managing first contact.
Each path works for a different reason, shaped by personality, timing, and focus.

In this discussion, Bruce Hill maps out five approaches that agents are using right now to build predictable probate pipelines:

1️⃣ Referral-based partnerships
2️⃣ Mail-focused outreach
3️⃣ Call-forward strategies
4️⃣ Combo models blending mail and calls
5️⃣ Automated ISA setups for scale

You’ll hear where each model fits, what challenges come with it, and how other agents shape their business around it.
By the end, you’ll know which setup makes the most sense for how you actually like to work.

⏱️ Timestamps

4:23 — Different Business Models
Overview of how five models fit into the Probate Real Estate Business landscape.

28:36 — ISA Valuation & KPIs
How performance tracking keeps ISA roles fair and productive.

47:44 — When Clients Can’t Afford Maintenance
How service-first gestures build credibility that leads to listings later.


🔵 Start Building Your Probate Real Estate Expertise:

Want to Close 2 Probate Deals a Month ?
👉 Get this free mini-training now: https://courses.probatemastery.com/Close-2-Probate-Deals-Every-Month

Probate Mastery Certification Course (Agents + Investors): Learn how to speak to any probate lead and offer solutions your competition doesn’t.
👉 https://probatemastery.com

E.A.R.N. – Earn Attorney Referrals Now: Build relationships that matter, the smart way.
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/

Advanced 1-on-1 Coaching: Get custom help scaling your probate real estate business.
👉 https://probatemastery.com/discovery-call/

💬 Drop a comment with your thoughts or questions.
👍 Like, subscribe, and hit the bell for more real-world probate business strategies.

📺 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

In this call, the community dove deep into probate prospecting and what really happens when you start practicing the conversations that move your business forward.

If your delivery feels off, it’s usually not because you don’t know what to say.
It’s because you haven't learned how to say it yet.

Bruce explains how to teach yourself through a simple practice called “chanting.”
If you repeat your key lines until they sound natural, then you stop second-guessing yourself.
If you stop second-guessing yourself, then you start sounding confident without even trying.

That’s how every great probate conversation starts...not from memorizing scripts, but from installing the main idea, tone, and trust in your voice.

You’ll discover:
➡️ How to talk to probate leads with confidence
➡️ Why short, practiced lines build more trust than long scripts
➡️ The 3 questions that keep every probate conversation flowing
➡️ How to turn repetition into real communication skill

Hot take / Q and A :

→ 18:33 How to go about phone prospecting and avoid being flagged as a spammer
→ 32:27 What goes into a probate information package ? Do you have separate packages as a realtor and as an investor ?
→ 57:24 How to approach an executor who wants to hire you when their attorney suggests another agent?

1:02:22 → the difference between the first-touch letter and the special nurture/follow-up to send once a seller’s gave a hint of selling plus the timing in sending those letters


🔵 Start Building Your Probate Real Estate Expertise:

Want to Close 2 Probate Deals a Month ?
👉 Get this free mini-training now: https://courses.probatemastery.com/Close-2-Probate-Deals-Every-Month

Probate Mastery Certification Course (Agents + Investors): Learn how to speak to any probate lead and offer solutions your competition doesn’t.
👉 https://probatemastery.com

E.A.R.N. – Earn Attorney Referrals Now: Build relationships that matter, the smart way.
👉 https://probatemastery.com/earn-attorney-referrals-now-course-pricing/

Advanced 1-on-1 Coaching: Get custom help scaling your probate real estate business.
👉 https://probatemastery.com/discovery-call/

💬 Drop a comment with your thoughts or questions.
👍 Like, subscribe, and hit the bell for more real-world probate business strategies.

📺 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