Estate Planning Leads

Estate Planning Leads

Member since 2019 · 17 posts · 2 votes

Trying to figure out the proper, best, and alternative routes to making meaningful relationships and wondering what the most effective means is to developing leads that may come along in the probate process. 

My current focus - what is the process once a family member/individual has passed and lets just say in a perfect world probate has been filed and the respective family is now thinking about selling the property. FROM THIS POINT - what usually happens?  Who do they reach out to FIRST (realtor, estate liquidators, or )? As a new real estate agent in Northern Virginia, I'm trying to make these connections, but my immediate thoughts and attemps just involve messaging these business and informing them I'm an agent and that if the respective family is in need of a realtor I'd be happy to work w/ them, but every time I do that, the response I get is "we already have a realtor" or "house was already sold or listed"........and a lot of times I am refresh to the post, so obviously I want to be "there" sooner so I can get the seller listing lead. How do you become that agent who gets these types of leads and therefore listings? 

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  • Lender · Chicago, IL · Member since 2021 · 424 posts · 145 votes
    1y
    Quote from @Tommy Harper:

    Trying to figure out the proper, best, and alternative routes to making meaningful relationships and wondering what the most effective means is to developing leads that may come along in the probate process. 

    My current focus - what is the process once a family member/individual has passed and lets just say in a perfect world probate has been filed and the respective family is now thinking about selling the property. FROM THIS POINT - what usually happens?  Who do they reach out to FIRST (realtor, estate liquidators, or )? As a new real estate agent in Northern Virginia, I'm trying to make these connections, but my immediate thoughts and attemps just involve messaging these business and informing them I'm an agent and that if the respective family is in need of a realtor I'd be happy to work w/ them, but every time I do that, the response I get is "we already have a realtor" or "house was already sold or listed"........and a lot of times I am refresh to the post, so obviously I want to be "there" sooner so I can get the seller listing lead. How do you become that agent who gets these types of leads and therefore listings? 


     Probate records are public. Once the executor (or whatever its called in virginia) is approved, they start settling the estate. The will is even public record. So you can browse your county records and look at the status of cases. If you're really going after probate leads, just use whatever real estate dialers and software there is out there to get these lists for you and just call them. You are right in that timing is prudent (and of course, the disposition of the house needs to not be in question). 

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