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Probate Mastery Features & Curriculum

  • 15 hours of on-demand probate certification training, with life-time access for repeated viewing
  • Q&A Sessions from live sessions – get answers to frequently asked questions
  • Probate Real Estate ROI Calculator to help you plan your probate marketing
  • 13 probate letter templates with proven marketing copy
  • Seller appointment role play training and conversational framework (The ultimate USP, conversation script, and objection handlers)
  • Probate Seller Interview Sheet Download – Have a script on hand when prospecting probate leads
  • Sample Seller Appointment Package – See exactly how to discuss price and get signed paperwork on appointments
  • Probate Real Estate ROI Calculator - plan your probate marketing and time commit to dollar-productive tasks
  • Curated reading List for success in building a scalable, enjoyable probate business
  • CPE Certified Probate Expert designation & certificate, including digital badges for probate marketing
  • Probate Coaching with student cohort and top coaches
  • Access to the Probate Mastery Alumni group & CPE referral network

Session 1

Understanding Probate


  • What to Expect from Probate Mastery
  • Let's Look at the Numbers
  • What is Probate?
  • When is Probate Not Required?
  • Common Misconceptions in Probate
  • Who is Involved in Probate?
  • The Probate Process
  • Understanding Your Local Probate Process


Session 2

Developing Your Probate Strategy

  • Probate Success Roadmap
  • Why Chose Probate as a Niche?
  • Understanding Your Customer
  • Building Your Probate Vendor Team
  • Crafting Your Offer
  • Marketing to the Personal  Representative
  • Systems You'll Use
  • Setting Proper Expectations
  • Delegating Tasks To Your Team
  • Building Your Referral System

Session 3

Creating Your Sales & Service Process

  • Using Tactical Empathy to Understand the Personal Representative
  • Developing Your Probate Unique Selling Proposition
  • Deconstructing the Initial Conversation
  • Common Objections Role Play and Break Down
  • The Appointment - Bringing it all Together

Probate Mastery Certification Course



Get started instantly. Lifetime access to the full course and future course updates, and all course benefits (including weekly Probate Mastery group coaching). Join 3000+ others:

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Probate Mastery Payment Plan


for 6 Months

Start your probate journey for one low payment today. You'll get instant access to the course & student Facebook group, and be enrolled right away for weekly Probate Mastery Group coaching invitations.

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"My experience of this course is Chad's commitment to service and helping people. He has all the bases covered for being a success with probate families and is open to learning & expanding even more for those who attended the course. A 5+ Star Course!!"

-Ted Breden


When you enroll in the Probate Mastery course, you'll also gain access to weekly group coaching.


.....It's a game-changer for implementation!

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All The Tools You Need To Build A Successful Probate Business

Start your Certification and get an invite to our very next group coaching for CPEs.










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