Probate leads? How to find them?

Probate leads? How to find them?

Member since 2018 · 22 posts · 7 votes

Hello! Im new to real estate investing and Im just trying to learn as much as I can! Im starting my first direct mail campaign and was wondering if anyone could point me in the right direction as to how to find probate leads in Houston Tx? Any info would be greatly appreciated!!!

1Reply
56 views

Most Popular Reply

Specialist · Portland, OR · Member since 2015 · 1k+ posts · 231 votes
8y

@Edward Emerson Before you get started I would recommend that you learn a little more about probate marketing and there is some very good advice and resources here in the BP community. And when you're ready you can source probates yourself through the Harris County Clerk's Office online portal. Each probate file will have several documents but you want to look for the initial application. It's one of the first documents filed. On most of the applications you will find the decedent's information and also information for the executor to include the mailing address. And on most of these it will also tell you if the deceased owned real property. But not all of them will provide you with the property address. It's been my experience that only about 40% of them will show the decedent's address. If there is a will filed as part of the probate documents some, but not many, will provide you with the property address. There are other methods to locate the property addresses but I think the info I've provided will get you off to a good start. Once you've located the decedent's address enter it into the Harris County Appraisal Districts website to make sure the decedent's name matches. On that website you will also be able to determine the property types, sales dates and other important info. I hope this helps and good luck with your endeavor. 

See this reply in the discussion

15 Replies

Jump to latestLatest
  • Specialist · Houston, TX · Member since 2012 · 579 posts · 301 votes
    8y

    There are several ways to find these.  Do you have more time or money to throw at your lead generation?

    If time-you can look through court filings, contact the attorneys handling the estates,etc.

    If more money simply subscribe to a service that sends them right to your email.

  • Member since 2018 · 22 posts · 7 votes
    8y

    @Belinda Lopez wow thanks for the info! I will definitely look into maybe purchasing a list, but since Im just starting I may be able to come up with the time first! lol So I should just look through the recent court filings and see which ones have real estate and then reach out to the attorney? Or is it the attorney that will let me know if there is real estate in the probate?

  • Ronald RohdePro Member
    Attorney · Dallas, TX · Member since 2016 · 5k+ posts · 2k+ votes
    8y
    Originally posted by @Belinda Lopez:

    There are several ways to find these.  Do you have more time or money to throw at your lead generation?

    If time-you can look through court filings, contact the attorneys handling the estates,etc.

    If more money simply subscribe to a service that sends them right to your email.

     In my experience, very few probate attorneys will give out client information or even respond to such marketing.

  • Ryan BlakePro Member
    Lender · TX · Member since 2018 · 936 posts · 713 votes
    8y

    @Edward Emerson

    @Ronald Rohde is right. They won't give out information. You would have to basically send your offer to the attorney and they are under no obligation (correct me if I am wrong Ronald) to present the offer to the heirs like a broker is obligated.

    However their are a few sites out their that present this information for a small fee. I personally use Propelio for $80/month and get heirship, probate, appointment of substitute trustees, and foreclosure lists. It offers a few other things like an MLS search tool, CMA reporting (a way of using the MLS to get comps), and a lead generation website (brand new and not proven yet).

  • Specialist · Portland, OR · Member since 2015 · 1k+ posts · 231 votes
    8y

    @Edward Emerson Before you get started I would recommend that you learn a little more about probate marketing and there is some very good advice and resources here in the BP community. And when you're ready you can source probates yourself through the Harris County Clerk's Office online portal. Each probate file will have several documents but you want to look for the initial application. It's one of the first documents filed. On most of the applications you will find the decedent's information and also information for the executor to include the mailing address. And on most of these it will also tell you if the deceased owned real property. But not all of them will provide you with the property address. It's been my experience that only about 40% of them will show the decedent's address. If there is a will filed as part of the probate documents some, but not many, will provide you with the property address. There are other methods to locate the property addresses but I think the info I've provided will get you off to a good start. Once you've located the decedent's address enter it into the Harris County Appraisal Districts website to make sure the decedent's name matches. On that website you will also be able to determine the property types, sales dates and other important info. I hope this helps and good luck with your endeavor. 

  • Ronald RohdePro Member
    Attorney · Dallas, TX · Member since 2016 · 5k+ posts · 2k+ votes
    8y
    Originally posted by @Ryan Blake:

    @Edward Emerson

    @Ronald Rohde is right. They won't give out information. You would have to basically send your offer to the attorney and they are under no obligation (correct me if I am wrong Ronald) to present the offer to the heirs like a broker is obligated.

    However their are a few sites out their that present this information for a small fee. I personally use Propelio for $80/month and get heirship, probate, appointment of substitute trustees, and foreclosure lists. It offers a few other things like an MLS search tool, CMA reporting (a way of using the MLS to get comps), and a lead generation website (brand new and not proven yet).

     Attorney and executor are two different roles, its complicated, but nothing as cut and dry like a Seller's duty to present all offers.

  • Investor · Dallas, TX · Member since 2016 · 135 posts · 62 votes
    8y

    Obituaries.  You will work harder but will get leads that nobody else gets.

  • Real Estate Agent · Sacramento/Placer ~ San Francisco Bay Area counties · Member since 2012 · 1k+ posts · 743 votes
    8y
    Originally posted by @James H.:

    Obituaries.  You will work harder but will get leads that nobody else gets.

     But no passing out business cards at funerals!!

  • Investor · Dallas, TX · Member since 2016 · 135 posts · 62 votes
    8y
    Urgh. ;-)

    Originally posted by @Mark Pedroza:
    Originally posted by @James H.:

    Obituaries.  You will work harder but will get leads that nobody else gets.

     But no passing out business cards at funerals!!

  • Ryan BlakePro Member
    Lender · TX · Member since 2018 · 936 posts · 713 votes
    8y

    @Mark Pedroza Didn't say anything against handing them out at wakes. I think I just found my niche

  • Real Estate Agent · Los Angeles, CA · Member since 2015 · 218 posts · 111 votes
    8y
    Originally posted by @James H.:

    Obituaries.  You will work harder but will get leads that nobody else gets.

     How so? They'll eventually become probates and published information.

  • Investor · Dallas, TX · Member since 2016 · 135 posts · 62 votes
    8y
    That is a good question.  I think, in general, it can give you a head start to begin working with the family before court papers are filed.  Also, there are circumstances when probate is not required.   Joint tenancy or living trusts are examples.  Also, there can be cases where a surviving spouse inherits the property (no probate involved) and does not have the ability to continue living there.

    Originally posted by @Renee Harris:
    Originally posted by @James H.:

    Obituaries.  You will work harder but will get leads that nobody else gets.

     How so? They'll eventually become probates and published information.

  • Developer · Austin, TX · Member since 2017 · 10 posts · 5 votes
    7y
  • Member since 2019 · 11 posts · 2 votes
    4y
Join the conversationCreate a free account to reply, vote on answers and follow this thread.