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Updated over 7 years ago on . Most recent reply

How to approach a Probate Attorney without seeming insensitive?
A death in the family is a very delicate time for anyone. I have gone back and forth in my mind on whether or not I am being insensitive for seeking out Probate leads (the last thing I want, is to seem like a vulture preying on the misfortunes of others). I came to the conclusion that as long as I am offering a solution to a problem, there isn't necessarily anything unethical about it.
That led me to a couple of questions:
-How do I properly approach a Probate attorney without being turned away as an insensitive vulture, out to get his/her clients?
-If I do receive leads from said Probate attorney, how do I approach the family?
I feel that this is a very delicate subject to be pursuing, so any and all advice is greatly appreciated!
Allan
Most Popular Reply

Keep in mind, the person doesn't die and the family runs to the probate attorney to open probate while the body is still warm. Usually there's a lag of weeks to even months. From my experience, the ones that get opened ASAP usually have issues and heirs fighting over money. I market directly to the PR and skip the attorney. Why, because the PR is the one making the decision. Most attorneys usually have a realtor golf buddy friend to refer leads to. My letter is basic and addresses that I saw they were the PR or an estate and here's what I can do. Don't over complicate it and don't get overly emotional about it. Most people realize it's part of the dying process. I don't offer condolences because, again, it's probably been months since the person died. Now if you're targeting obituaries, that's a different ball game :)