Getting Past The Receptionist | Should You Change Your Intro For Recent Date of Death? Episode #333

Getting Past The Receptionist | Should You Change Your Intro For Recent Date of Death? Episode #333

Probate Mastermind Episode #333 | Recorded Live on June 25th, 2021.  

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These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!


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Call Re-cap:

00:00 Introductions

Jim and Bruce share general updates. 

  1. Jim reminds Subscribers about Hybrid Lending with Navigator Capital: Learn More in this video: or jump to their site 
  2. Bruce shares an update on the ISA service and the bi-weekly management fee.
  3. Bruce shares updates on Probate Foundations.

12:33 Getting Past The Receptionist

Kristin is trying to prospect attorneys and is often reaching their receptionist. What are some tips for getting through the gatekeeper? Bruce and Jim share what's worked before.


23:22 What To Say When The Death Occurred Recently

Rick Wilson is looking for advice on approaching probate leads where the death may have occurred recently.  How should he open these calls?


33:57 Probate In Texas

Tony from New York shares thanks for the weekly calls! He and his partner are working leads in Texas. A lead wants to sell before going through the process. This is possible in Texas (and is called Muniment of Title)


37:56 Pete Double-Ends a Deal Referred by A Probate Contact

Pete shares a win! He is in Denver and double-ended a deal referred to him by a personal representative! He is proof that leading with value first will help you help more people and get more deals under your belt all at the same time.


42:03 Hoarder House With A Reverse Mortgage?!

Caller was able to get a Personal representative out of Probate Quicksand. She leveraged her network to help evaluate the belongings to get the house cleared out. The house is currently listed and has a reverse mortgage. There might be some medical debt as well. What's the best course of action? (Tip: See if your state allows the personal representative to get paid for their time handling the administration of the estate!).


47:25 Buying Personal Property From A Seller

Belinda offers advice on getting money by selling other assets in the property, such as a washer and dryer.


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