Probate Leads: Propelio, Heir Research, & Content Creation Tips

Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

In this video, Bruce shares expert strategies for generating probate leads, building credibility, and mastering niche marketing in real estate.
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00:00 Introduction
04:33 Oliver’s Question: When to Check If a Property Needs Probate
05:41 Bruce discusses using Propelio for effective lead research and its role in probate
12:39 Oliver Chapman reveals how focusing on “securing the asset” as a value-add has helped him stand out, build credibility, and gain clients’ trust
13:12 Bruce Discusses How to Address Real Estate in Sensitive Situations
17:38 Oliver explains how incorporating heir research into his services has boosted his value, noting that it makes sense because people need that assistance
18:25 Bruce explains why some leads share openly while others hold back and how to handle both situations
23:14 Bruce advises on understanding the unique approach required for probate leads compared to other lead sources
30:49 Oliver highlights how the Probate Mastery course transformed his approach and business outcomes
31:00 Oliver reflects on discovering the power of content creation and shares actionable ideas to start branding yourself
31:50 Bruce advises on understanding the unique approach needed for probate leads compared to other lead sources
36:19 Oliver explores how content creation aligns with building a brand in real estate and probate services
37:31 Bruce emphasizes the importance of niche marketing and how it creates a memorable talking point in real estate
46:02 TJ McGraw shares his success story of partnering with a local library to provide educational seminars on estate planning and probate
49:53 TJ shares expert insights on how to effectively target probate lists with direct mail and why it's a powerful lead-generation tool
53:17 Bruce explains how building credibility in a niche is just the beginning—adapting and staying engaged with your sphere of influence is key to long-term success
55:31 Bruce answers key questions about the validity and renewal process of probate certification
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