01
Find the market
Estate Aid tracks probate filings across markets where members are ready to serve.
How it works
We build the leads engine.You build your local probate expertise.
Probate Mastery trains the local expert. Estate Aid Network creates qualified probate and estate conversations. Tier 2 and Tier 3 members can receive those handoffs while building their own independent pipeline.
The engine
Estate Aid Network
Estate Aid Network is our consumer-facing brand. It builds relationships with probate families and executors across the country, then routes qualified conversations to members in the Tier 2 and Tier 3 referral programs.
From filing to handoff.
A qualified handoff means you are stepping into a real conversation, not digging through disconnected numbers.
02
Make contact
Our team works first-pass outreach, market-specific content, and a local network of professionals to generate real conversations.
03
Qualify it
The conversation is checked for fit. No cold, disconnected lists.
04
Route the handoff
The qualified executor or family conversation is handed to a Tier 2 or Tier 3 member in the market.
Referral opportunities. Independent pipeline.
This is the both/and model: referral opportunities in the upper tiers, with durable probate skill underneath every tier.
Half one
We create referral opportunities
Qualified probate conversations, sourced and worked by Estate Aid Network, routed to Tier 2 and Tier 3 members as local handoffs. When a network-generated deal closes, it carries a referral fee.
Tier 2 and Tier 3
Half two
You build your skill through Probate Mastery
Weekly coaching and real role-play help you generate your own pipeline: deals you create independently, keep in full, and do not depend on us to switch on or off.
All tiers