Author - Chad Corbett

LeadFollow Digital Marketing Update – Jan. 2019

January has been an exciting month at All The Leads.  We have spent a considerable amount of time finishing our new LeadFollow Digital Marketing offering.  LeadFollow is taking a shape that even we didn’t see just 60 days ago so I wanted to bring everyone up to speed.  This is a long-form video with Ben & Chad talking about what has been done, what has been improved and what is still to come as LeadFollow is developed to it’s full potential.

This is a very detailed video with A LOT to digest, but we are getting so many questions about the program that we decided to make a video that explains the “What, Why & How” of LeadFollow so you can get your questions answered right here and then jump over to the LeadFollow page to see the specifics and to place your first order.

 

 

What to Expect from All The Leads in 2019

Hey guys!  We’re excited about the year ahead of us.  As you know we provide probate leads for real estate agents, real estate investors and other professionals.  In addition to leads we provide probate training, probate websites, direct mail and call center services and we most recently announced our rapidly-evolving digital marketing service, LeadFollow.

We are running hard to get new products and services out to you this year.  Many of these things are technologically advanced and less-than-easy to fully understand so I wanted to share a video with you that will help you understand what we accomplished in late 2018 and what to expect in early 2019.  You will also see other, more specific, video updates (e.g. On the LeadFollow page Q&A) that help you better understand specific products and services.

Enjoy!

 

To learn more about LeadFollow go here.  As Probate Plus becomes available you will get updates via email and you will hear lots of talk about it on our Mastermind Calls.

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Myths about Wills and Probate

At All the Leads, we’ve long contended that knowledge is power. If you browse the blog posts on our site and learn a little about the education we offer via our conference call video archive, you will see this principle in action. As a real estate professional you will be called upon to delve into a number of areas and interact with professionals in many different fields. So that you will not have to deal with the topic and professionals in the field, e.g., probate attorneys, from a position of ignorance, we are going to debunk the following myths about probate and wills in general.

  • If someone dies without a will, the state gets everything: This is a very common belief among a lot of people and one that is totally wrong. Although inheritance laws vary somewhat by state, when someone dies the spouse and children are usually the first in line to inherit the deceased person’s estate. Usually assets only go to the state when no relatives can be found. It is still a good idea to have a will to clear up any confusion.
  • It takes a lifetime to probate an estate: Usually the probate process is delayed only for a period of time as to allow creditors to file a claim. This period varies from state to state but is generally not very long.
  • The costs associated with probate will deplete the estate’s assets: For most estates, probate isn’t even required in the first place. If an estate does need a formal probate, then the cost of probate is usually less than 5% of the estate’s total value. Sure, survivors are likely to face attorney’s fees but in some states attorneys charge a percentage of the estate’s value rather than a flat or hourly fee. This fee is usually less than if those same survivors were to pay a flat out hourly fee to a probate attorney.probate
  • The oldest child is entitled to be the executor of a parent’s estate: Birth order does not hold any water when it comes to who will be the executor of an estate. The court usually goes with whoever is named in the will regardless of whether or not they are the eldest sibling. The only exception to the court respecting the wishes of the deceased in these cases is when there is a compelling reason to not have the person named in the will be the executor.

Now that you’ve learned about some of the common misconceptions and misunderstandings regarding wills and probate, you can start the probate real estate investing process with accurate information and with confidence. This knowledge will also help you when you purchase listing leads from us. Don’t let probate be the one area that you are lacking knowledge.

Be a Probate Sleuth: How to Nail the Probate Research Process

People who are successful in the probate marketing game quickly realize that the whole process of generating viable leads is a lot like being a gumshoe. (That’s slang for a private detective for the younger professionals who are reading this). There are certain steps that if you perform them correctly and in the right order will increase your chance of success at finding profitable probate property. Here are some of the steps you should follow to achieve probate success.

  • Determine where the deceased was living at time of death: Knowing this will be important because the rules of probate vary depending on jurisdiction. In fact, probate laws generally differ from state to state even though some states have adopted the Uniform Probate Code.
  • Find the index of the probate records you want: Some of these records will be found online. The archives here can contain information such as holdings information, telephone numbers, and directions. You may also wish to check for physical copies of the records you need at archives and libraries as many are published on microfilm. Prepare to spend some time looking through these records.
  • Look in the index for the deceased’s name: This will be listed alphabetically by surname along with the docket number and date of probate. Be sure to check the names of relatives as well as their may be files that can help you.
  • Note the files you want to view and give them to the clerk who will retrieve the actual files: If these files are stored off-site it may take a while for your request to be filled.
  • Once you receive the files you are seeking organize them: Organize the files chronologically or any way you find gives you a clear understanding of the information you seek.
  • Be tenacious: When you are engaged in the probate marketing process the most important quality you can demonstrate is tenacity. You need to persist in your efforts to get together the information you need with the ultimate goal of making a profit.

Finally, by persisting and following the above steps you will find document that will be useful to your efforts such including:

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  • a will, if there was one
  • codicils (amendments) to the will
  • a petition for an executor or administrator
  • probate of the will
  • a list of heirs
  • an inventory of the deceased’s estate at time of death
  • a report of the committee for partition when heirs cannot agree amongst themselves about how to divide the estate
  • receipts from heirs
  • a closing statement by the court
  • an inventory of real estate and stocks and bonds held in joint tenancy, even though not part of the probate proceedings

Of course, we can save you give you more information about probate you will need through our site. We can also generate these leads for you so that your business can accelerate itself to the next level. Don’t be afraid to ask for help if you find any of this to be overwhelming or confusing. We can clear things up for you and put your company in the black.

Reasons Wills are Contested and How to Prepare for the Unexpected

As most real estate professionals know, it is typically very difficult to successfully challenge a will. This is generally because it is thought that the last wishes of the deceased should almost always be respected even if the living sometimes find some of these wishes to be arbitrary. However, simply because successful challenges are relatively rare, it does not mean that you or anyone else should be complacent when it comes to the probate process. The wrinkle of a challenge to a will can have a profound effect on attorneys, real estate professional and of course the survivors. Let’s look closely at a few grounds for which a will may be challenged. Then, we will look at how you can handle this and some of the other wrinkles that can arise during the probate process.

  • Testamentary capacity: When adults are assumed to lack testamentary capacity, it usually means that the adult in question has senility, dementia and insanity or was under the influence of alcohol or other substance that affected his/her judgment. In order for a successful challenge to be mounted on these grounds the individual must show the person who filled out the will did not under the consequences of said will before signing it.
  • Fraud, forgery, and undue influence: A will can be challenged if it has been proven that it was procured by fraud, forgery or undue influence. If this is proven to be the case then this is, of course, a deal breaker for you as areal estate professional.
  • The will wasn’t signed in accordance with applicable state laws: Each state has its own laws about how a will and testament must be signed. Although it sounds like clerical issue, it is an example of how a will can be successfully contested. It also happens to be the most common reason a will is successfully contested.

How You can Prepare

So how do you prepare for the unexpected, the unlikely and the undesired? You can do so by learning as much about the probate process as possible via our site. We have courses that will help you plan on such unexpected contingencies. We also have real estate leads for sale that will help you move your business forward. Next, you can prepare by-establishing a network of strategic partners such as a probate attorney, bankers, etc. This network can increase your knowledge of when something unplanned may happen.

Why We Use Greeting Card Envelopes for Probate Marketing?

Here is a fact that you may not know – mail is more likely to be opened when is wrapped inside an attractive envelope. And since it is an absolute necessity in this business that you preempt the competition and that you build a rapport with clients, the manner in which you send your message is also important. Thus, there are several advantages to using greeting cards and greeting card envelopes to reach out to clients and strategic partners, e.g. attorneys, bankers, etc.

  • Greeting cards and envelopes come in a variety of sizes and colors: Thus, you have already distinguished your correspondence to the other mail your partners and clients receive. Moreover, the texture, color and size can also be personalized to fit your needs and the content of the mail you are sending.
  • Greeting cards and envelopes are more likely to be saved: People have a habit of saving greeting cards and even the envelopes they came in. This means that they are less likely to be lost or thrown away unlike e-cards.
  • Greeting cards and envelopes are tangible: Because clients can physically touch the correspondence you send them, they are more likely to view its contents as being reliable.
  • Greeting card envelopes are personal: As we have said before on this blog, rapport building is an essential part of what you do as a real estate professional. It is a vital part of yourmailbox motivator communications with your strategic partners as well as your clients. Correspondence sent in an attractive, customized envelope is more personal and attention getting. Clients will know that you have their specific needs in mind when you send your message this way.

The Advantages of Sending Physical “or Snail Mail”

Of course, in our digital age it is fair to ask if sending a physical piece of mail to someone is even practical. We say it is for the following reasons.

  • Direct mail can extend your personal brand.
  • Direct mail can be personalized and its results measured accurately
  • Direct mail can be more cost effective than heading a digital campaign.

For these reasons, we suggest that your probate property strategy include regular mailings to clients and partners. This will make your correspondence stand out from others. We also suggest that in order to grow your listing leads that you join our program. We can help you automate your probate leads marketing program and get results quickly.

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Top Probate Attorneys Give Pointers on How You Can Help Them

One of the key people who will increase the value provided by your services is a probate attorney. There are primarily two reasons for this: First, the probate process is very complex and the average layperson has problems negotiating the various legal twists and turns that are involved in even the simplest case. Second, probate is required in most cases. As such, many issues can arise; people can contest the will, etc. So that you have a hand up on helping facilitate the legal process of probate for your client, we’ve gathered together some advice from top probate attorneys.
Make self available to clients and to the probate attorney: Probate cases can rapidly evolve as wills are contested, etc. Nothing is static. For this reason, your client may need to reach out to you often. Make yourself available to your client so that the probate attorney can have information he or she may need to adjust his strategies.
Know probate process in and out: Only by understanding the ins and outs of probate can you be of assistance to your client and/or the probate attorney. Professionals who are not so equipped can lose money, clients and cost the attorney time. You can increase your knowledge and indeed become an expert through training on our site. At the same time you can grow your real estate seller leads in a cost effective and efficient manner.
Be empathetic with client: Ultimately, it is all about making a sale. However, you must not forget what the client has just gone through. They have suffered the loss of a loved one and are experiencing a difficult and confusing time. You can help the probate attorney by acknowledging this and by letting clients know you understand their current situation.probate lawyer
Be ready to form network of associates: There are others involved in the probate that will help your client and indeed help your business. These people include bankers, lenders and of course, the probate attorney. Be someone who is an expert on team building and knows that it often takes a group effort to accomplish a goal. Probate attorneys can help you. You can help them. And both of you can help clients and their relatives in a time of loss.
There you have it. These are some ways you can help probate attorneys help others and at the same time grow your client base. You can also help yourself by enrolling in our program. Leads don’t just grow trees. Put the time and effort into your business that will accelerate it to the next level and increase your value for clients, attorneys and anyone else who uses your services.

Partnering with Real Estate Leads Sale Companies to Provide More Seller Leads

If you’ve ever watched ABC’s Shark Tank you know that one of the main things entrepreneurs seek in being on the show is to form strategic partnerships with the “Sharks.” Money is always helpful in any enterprise as is exposure for your product or services but forming relationships with the right partners, people who can add value to your services, is equally important. For forming strategic partnerships with others offers the following advantages:

  • Access to new customers
  • Opportunity to reach new markets and sectors
  • Added value proposition for your existing customers
  • Build brand awareness and trust
  • Expanded geographic reach
  • Share resources

All of these benefits are helpful to real estate professionals who most often gather together resources from a number of professionals in order to make the wisest business choices. This brings us to the network of people with whom real estate professionals must interact in order to give value to their customers. This network of professionals includes mortgage brokers, lenders, insurance brokers, etc. A probate attorney is also an important person for whom you should seek to partner. However, few are as important as the relationships formed with estate sale companies. Estate sales companies give professionals actionable intelligence on homes and estates that are for sale or that will become available. They give real estate professional information that they can use to navigate the probate process. This knowledge not only increases a real estate agent’s leads, it also helps him/her better serve his/her client.estate sale

For this reason, you should seek to think strategically. Of course, the person/entities must know that you can help them as well. It makes little sense to attempt a partnership with a company or individual whose interest are not aligned with your own or one that is a competitor to your services. An estate company’s goals perfectly align with your own.

All the Leads can, in a sense, be a strategic partner for your business as well. We can do this by supplying you with the knowledge and the skills needed to increase your businesses’ value. We do this by helping you to grow your bottom line by giving you’re the ability to get more listing leads. The value we get from you is in the form of feedback. Only by listening to you can we help improve our service to benefit everyone in the profession. We value feedback since it helps us all in the end. So, take advantage of our training resources today.

90 Days of Probate Marketing in 30 Minutes or Less!

Information is power. No professional can achieve his/her goal without knowing all he or she can about every topic related to his/her business. This is what our educational resources offer real estate professionals who use either our training videos or who attend one of our conference calls. (We have the year 2014 – 2018 archived on our site.) You see, we give professionals so much information that they, with enough determination, can execute immediately. We give you more than theory. We give you actionable intelligence on how to get the best real estate leads. This allows you to act immediately. For example here are a few things you need to know to grow your leads.

 

  • Who to mail in Probate – You can choose to mail to the estate itself or to the executor.
  • How often to mail probates – You will need to refresh your list of leads and mail them perhaps 4-5 times throughout the year.
  • People you should contact can help you in your efforts along the way – Here you must be creative and our video conferencing sessions can give you immediate actionable intelligence that will save you a great deal of time and effort.

This information helps you with managing your lists and this is knowledge we can give you during our online courses. We will provide you with and help you mine untried sources for probate leads such as:

  • Funeral directors
  • Talk to ministers who conduct funeral services
  • You local probate attorney

We also advise you on the best way to record all obituaries and take recorded names to the courthouse to look up probate files. It simply takes a commitment on your part to use the information we can provide. It takes knowing how to follow up on the leads and information we can give you in one of or video conferencing sessions and our classes. For probateexample, you will need to follow up with your contacts by making them a mutually beneficial proposal, being personable and by being persistent in your efforts.

For just a small investment of time – 30 minutes – we can help you put 90 Days of Probate Marketing under your belt. Your business is certainly with that much time in order to gain 90 days of probate marketing. Make the investment in yourself and use two of the most precious resources yours or any other business has – time and knowledge.

The Biggest Fear We Hear from Rookie Probate Agents

A great man once said, “The only thing we have to fear is fear itself.” Fear can be immobilizing. It can keep us from achieving our goals and pursuing our dreams because we fear we will fail. Well, such paralysis in the real estate business can mean not only the loss of confidence but it can also mean the loss of money, time and other resources as well – not just yours but that of your client’s too. Thus, the biggest fear we hear from rookie probate agents is that they will not know enough to navigate a very complex system that is full of pit falls both for the agent and his/her clients. After all, the probate process affects lives in a very personal and profound way that goes beyond monetary considerations. People who are in the probate process are dealing with the loss of a loved one or ones. They are dealing with surviving relatives and they are dealing with a justice system that seeks to make things even for everyone but sometimes fails at it. So, you must, in the midst of all things, be sure you are doing things right and following all the steps necessary to help your client, improve your bottom-line and grow your business. (No extra pressure here at all.)

How Your Fear can be Conqueredprobate

As we said, the fear and apprehension that rookie real estate agents face is not an unnamed, non-specific fear. It all rests on how much you think you know and can bring to the table when you sit with your clients. The world of probate is populated by a great many professionals from the probate attorney, to judges, to other real estate agents all of whom know what they are doing. Listing leads are one thing; how to follow up on them is another thing. The best way to conquer your fear is by educating yourself and by using resources that are available to you. Just as your clients rely on you to inform them and make their lives easier, we do the same with our Probate Leads Marketing Program. Our education and leads program can help you conquer your fear by arming you with actionable intelligence on generating leads and becoming skilled in the probate process. This is what we know the end result of our services can do.