When it comes time to cold call surviving spouses, it’s easy to get the jitters. However, when you approach the conversation with tact and empathy, you can connect with someone who really needs your help. This guide will help you reach out to surviving spouses in an effective and respectful manner.
Table of Contents:
How to tell if a probate lead is a surviving spouse/widow
Mindset tips for calling widows in probate
Steps to cold call surviving spouses in probate
How can you tell a probate lead/personal representative is a widow by looking at the data?
It is not always easy to tell if a probate lead or personal representative is a widow just by looking at the data. However, there are a few potential clues that may indicate that the individual is a surviving spouse.
One potential clue is if the probate lead or personal representative is listed as the surviving spouse in the probate documents. This may be indicated by their relationship to the deceased or by their role as the personal representative.
Another potential tip for identifying a surviving spouse in a probate lead is to look for similarities in last name. If the individual’s last name is the same as the deceased’s last name, this could indicate that they are a surviving spouse. It is worth noting, however, that this is not always the case. Some surviving spouses may have different last names due to marriage or other circumstances, so it is important to not rely on this factor alone.
Another potential clue is if the individual is listed as the owner of the property that is the subject of the probate. If the deceased was the owner of the property and the surviving spouse is now listed as the owner, this could indicate that they are a widow.
It is important to keep in mind that these clues are not definitive and that it is always best to approach these individuals with sensitivity and respect, regardless of their marital status. As always, we recommended calling ALL your leads, and not missing out on opportunities just because you over-deduced your data.
5 Mindset Tips for Calling Widows in Probate
- Remember that you are not intruding or bothering the surviving spouse. You are offering a valuable service that they may need. Keep this in mind as you approach the call.
- Prepare ahead of time by researching the individual and their situation as much as possible. This can help you feel more confident and able to address their needs more effectively.
- Practice deep breathing and visualization techniques before the call to calm your nerves. This can help you feel more focused and present during the call.
- Have a script or outline of what you want to say. This can help you feel more organized and ensure that you cover all the important points.
- Don’t be afraid to ask for help or guidance from a colleague or mentor. They can offer valuable insights and support as you navigate the process of cold-calling probate leads. A great place to get advice is in our Facebook Group, Estate Professionals Mastermind.
How to Cold Call Surviving Spouses in Probate:
Cold-calling widows during the probate process can be a sensitive and delicate matter. However, a few simple steps can help you have meaningful conversations when talking to widows in probate.
First, Understand Your Reach and Potential.
When cold calling surviving spouses, you have the chance to provide them with valuable services such as representing their interests in a sale or helping them find their next home. It can be a positive experience for both parties if done respectfully and with consideration for each individual’s unique situation. Approach your cold calls as conversations.
Listen and Learn Using Empathy.
When cold-calling surviving spouses, it is important to approach conversations with understanding and empathy. Be aware of sensitive topics and do your best to address issues in a respectful and helpful manner. Ask questions related to their plans for the future, such as whether they are looking to sell or buy a home as part of their next steps. Oftentimes, surviving spouses need guidance on how best to manage financial assets, and offering support in this area can be a wonderful added value.
Provide Resources, Not Pressure.
Respect and patience are key when cold-calling surviving spouses in real estate. It is not your duty to push someone into making a certain decision, but rather to provide the necessary information for them to make their own decisions concerning real estate. Offer resources such as references and advice that can help people better understand the process and feel more confident in their choices. Always give survivors space and time to consider their options without feeling rushed or pressured.
Follow Up with Courtesy and Respect
It is essential to follow up with courtesy and respect when contacting a surviving spouse. Outreach is the cornerstone of building relationships, and should always be done in a manner that respects the individual’s wishes. Show understanding and sympathy, avoid being overly pushy in terms of deadlines, and focus on providing them with necessary information as quickly as possible. It is important to create an environment of trust which will ensure that they feel comfortable to come back to you if their needs or questions change over time.
As probate professionals, it is our duty to provide valuable services and support to surviving spouses and other individuals during a difficult and often overwhelming time. By approaching these individuals with empathy and a desire to help, we can make a real difference in their lives. So don’t be afraid to get out there and start talking to people. You never know who you might be able to help or how your services may be able to make a positive impact.
Want to become Certified in Probate? Be sure to take Probate Mastery, which includes an entire session on speaking to personal representatives and offering solutions for any number of possible problems.