Earn your CPE. Choose how you’ll build the business. Get help implementing it.

Complete Probate Mastery’s five-course Core Curriculum and pass the required quizzes.

The curriculum contains approximately 13 hours of on-demand training. After finishing, email Probate Mastery support to request your designation. Growth Tracks, Specialty Courses, field work, and memberships are not required.

No. Growth Tracks are optional business-development courses.

The five Core Curriculum courses contain everything required to earn the Certified Probate Expert designation. Add a Growth Track when you want a complete system for prospecting, professional referrals, attorney relationships, or inbound marketing.

Yes. Core, Growth Track, and Specialty Courses may be purchased individually.

You can begin with the free “How Probate Works” course, build the Core Curriculum over time, or save money by choosing a bundle.

You may join Mastery Academy before, during, or after certification.

The $97 monthly membership provides live coaching, accountability, role play, implementation support, and eligibility for referral opportunities. It does not automatically include the structured course library.

If you want to talk through your market, experience, or which training and coaching option fits, schedule a complimentary discovery call with Bruce.

Join Mastery Academy and remain an active member to become eligible for Estate Aid Network referral opportunities.

You may join before, during, or after earning the CPE designation. When Bruce co-prospects with a member, the member works the local probate file through the member's business while Bruce and his systems work the same file through Estate Aid Network.

If Estate Aid creates a conversation through AI calling, marketing, videos, or another channel, that conversation may be handed to the member in one of two ways:

• Nurture or discovery handoff, no referral fee: The person is willing to talk, but has not said they are selling inherited real estate or asked to speak with a local professional. The member can continue the relationship through the member's own business.
• Warm real estate referral, fee at closing: The person explicitly says the property will be sold and asks to speak with an agent, investor, or local real estate professional. Referral terms are disclosed before the handoff is accepted.

You do not have to buy probate leads to be eligible. Buying or providing qualified local data simply gives both sides more families to contact in your market. Availability and volume are never guaranteed.

Start with Probate Mastery’s free “How Probate Works” course.

It teaches the fundamental process and is Course 1 of the CPE Core Curriculum. If you continue toward certification, your first course already counts.

A Certified Probate Expert helps a family navigate the practical complexities that surround probate and estate administration.

CPEs understand the major stages of the process, recognize when an attorney or other specialist is needed, and help coordinate appropriate local services. Many are real estate agents or investors who can also help secure, maintain, evaluate, prepare, or sell inherited property.

A CPE does not replace an attorney or provide legal advice unless that professional is independently licensed to do so. The role is to bring clarity, coordination, reliable connections, and practical support to a family that may be facing unfamiliar decisions.

Look for a professional who understands both probate and the practical needs that arise during estate administration.

Ask whether the professional has completed specialized probate training, maintains relationships with local estate-service providers, understands inherited-property issues, and knows when to involve an attorney or another licensed specialist.

Estate Aid Network helps families connect with vetted local providers, including Certified Probate Experts, when appropriate help is available in their market. Schedule a Zoom conversation with a Certified Probate Expert to tell us where the estate is located and what kind of help your family needs. We will discuss your situation and help identify an appropriate local connection.