Probate questions

3 Replies


As new investors we are starting out in the probate process by heading to the county office to gather info on new probate cases and marketing to both probate attorney's as well as individual petitioners.

Here's my question:

Should we market to both testate and intestate situations?  We've started with intestate thinking that these might be a better fit but then thought that maybe we should market to both.

Also, what type of language has been successful in capturing leads on this path. We plan to market via post cards and other mailings.  Naturally, I'm a little concerned about the delicacy of the situation when dealing directly with petitioners/heirs/executors.

Thanks in advance for your advice!


Chris - there is no single right or wrong answer for either question. I'm not suggesting that you are over-thinking this, but that is certainly a possibility.

I suggest mailing. Just get the darn pieces out. Tweak as necessary. Track responses. Tweak as necessary.

In time, you'll develop your own biases and preferences as to mail type, copywriting, headlines, USP 's and frequency. 

Implement, test, measure, study, in a never-ending cycle. 

Thanks Rick, I have been known to over analyze a little bit in the past so that's not too much of a surprise to me.

I see that you've a business around probate.  Any other advice for newbies such as ourselves?

Most probates are not, per se, distress sales. Deceased owners and objects like houses don't care what happens.  People do. 

Look for the pain of the living.

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