What is a Probate Bond and When Is It Required? Episode 339

Preview for Probate Mastermind Podcast Episode 339

What is a Probate Bond and When Is It Required? Episode 339

Probate Mastermind Episode #339 | Recorded Live on 8/5/2021   

Join Us Live Every Thursday | Previous Episodes.


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!

Call Re-cap:

00:00 Introductions

Jim, Tim, and Bruce share general updates on Pre-Probate and ProbateCash.com


6:39 Should I Use Text Message Marketing For DNC Contacts?

Stu’s market is highly competitive and the vast majority of his leads are on the DNC list. He wants to know if he should use SMS marketing and voicemail drops as he prospects his lists.  Tim advises.


See More: DNC Validation for All Phone Numbers - All The Leads


13:52 Why Do Attorneys Have The DNC?

Stu is seeing a lot of attorneys with DNC numbers. How do they get business with their number on the DNC? This happens when our software finds attorney cell phone numbers.


15:48 The Probate Judge is Requiring a Bond. What Does This Mean?

Eddie ran into a situation where a personal representative has been required by the court to obtain a probate surety bond. What does this mean, and why might it have been required of the PR?


24:02 Collaborating With Vendor Partners for Email Marketing 

Eddie is trying to implement the E-Myth Revisited in his business strategy. How can he bring vendors together to add more value and split the time expenditure in a collaborative marketing effort?


37:44 Tips For Attorney Outreach

Doug is looking for advice on networking with attorneys. The coaches share their tips.


43:51 Dealing With Out-Of-State Heirs

Derrit is working with out-of-state heirs who aren’t tech-savvy. Are there alternatives to e-signing documents? Bruce advises hiring a notary to get the job done and suggests www.123notary.com


46:29 My Prospect Is Motivated, But Concerned About Taxes

Sheila is an ISA and ran into a motivated seller who has concerns about paying capital gains taxes, due to changes to tax laws.  The coaches advise.

See More: Tax Changes & Step Up In Basis: Motivating Sellers to Act Now  and
Getting Prospects To Care About Their Financial Future: The Stepped-Up Basis and Proposed Tax Changes 



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