Great content as always Chad!

-Bruce Johnston

Thank You Chad. This was so informative.

- Joloyce

Amazing MasterMind!!

-Trina Davis

Thank you Chad, this was an informative session!

-Elizabeth Delauro

Thanks for putting this together! I will look for more great meetings.

-Richard Homer

Great Workshop, Chad!

-Kyle Taylor

My comment...…….SOLID GOLD

-Vince Kleinknecht

Great program tonight....thanks so much!

-Frank Macri, JD

Very Good Content!! Love the stories of Chad's past clients and how you helped them!

-Lynette Jackson

    Enroll Now

    Earn Attorney Referrals Now (EARN) Course


    With the Earn Attorney Referrals Now (EARN) course, you’ll learn how to take your probate business to the next level by scaling your business.

    Born out of necessity, this course focuses on a specific topic taught in the Probate Mastery Certification Course, which is to build a referral network of professionals, specifically attorneys in the estate space. What's the benefit of doing that? Taking action from this Earn Attorney Referrals Now course affords you a reliable pipeline of legitimate, ready-to-go leads handed to you by attorney partnerships built on trust.

    Even more, you’ll learn how to build a scalable business in and beyond the probate real estate niche, and take the most important steps towards building wealth and making an impact.

    Here's why the Earn Attorney Referrals Now course is worth your investment:

    Education & Training

    Learn everything you need to know about estate attorneys and how you can provide the most value to the partnership as a real estate professional.

    Learn More

    Attorney panel

    Hear from actual attorneys across the US who share their perspectives of working with real estate professionals and provide advice for you to build B2B relationships.

    Learn More

    Executor Software

    Provide the most value to your attorney partnerships and PRs by utilizing the #1 Executor Software in the country, offered in this course.

    Learn More


    • 7 hours of Education (with lifetime access for repeated viewing)
    • Attorney Panel Discussions within each module so you can learn their perspectives toward real estate professionals
    • 9 Downloadable Guides (Plus continued access to new templates added)
    • 3 Marketing Letters to launch your B2B referral business immediately
    • Conversational Framework when approaching attorneys
    • EstateExec software licensing exclusive 42% discount
    • Q&A Session
    • Lifetime Access to the course

    The EARN Course is taught in


    Understanding the Estate Law Business

    Module 1 Covers:
    • The expectations & risks for an estate attorney
    • The cost of living
    • Attorney panel discussion

    A Day in the Life of an Attorney

    Module 2 Covers:
    • The culture of an estate law firm
    • The role of an estate attorney
    • Attorney compensation
    • Attorney panel discussion

    Attorneys Who We Can Benefit

    Module 3 Covers:
    • Types of estate attorney specialties
    • Attorney panel discussion

    How Estate Attorneys Get Business

    Module 4 Covers:
    • American bar association
    • Traditional marketing methods
    • Attorney panel discussion

    Find the Right Attorneys to Partner With

    Module 5 Covers:
    • Cold prospecting
    • Nurturing the relationship
    • Attorney panel discussion

    Providing Value First to Earn Attorney Referrals

    Module 6 Covers:
    • Introducing yourself to the attorney
    • Handling objections & imposter syndrome
    • Pro se/pro per referrals
    • Co-marketing with attorneys
    • Probate court networking
    • First 30 days of building your attorney network
    • Attorney panel discussion

    How Attorneys Reciprocate Value

    Module 7 Covers:
    • Reciprocating value
    • Recording of the LIVE student Q&A
    • Network Pitch

    Course Wrap Up

    Module 8 Covers:
    • Closing thoughts from the attorney panel
    • Creating YOUR action plan
    • Best practices for taking action

    Bonus Resources

    Bonus Includes:
    • Student Success Story: The 48 Hour Referral System Action Plan
      • Learn how a student took action and got 6 attorney partnerships with inbound referrals in 2 days
    Attorney Panel

    Throughout the course, you'll get the unique opportunity to gain the perspectives of actively practicing attorneys.

    Why does this benefit you? What better way to approach your local attorneys and create valuable relationships than to already understand and empathize with their needs in business and specifically, their needs while working with a real estate professional!

    The Attorneys Share:
    • Challenges and redundancies
    • What to look for in attractive referrals
    • What EVERY real estate professional should know when working with attorneys
    • Virtual offices
    • Attorneys' ideal real estate partner
    • Specialties and areas of focus in a firm
    • Baby boomers and how that affects elder law firms' ability to scale
    • What to do with elder law referrals
    • Top 3 ways of earning business
    • Sources that have the best quality business
    • Co-marketing with real estate professionals
    • How to approach an attorney relationship
    • How to avoid connecting with the wrong attorneys
    • Should the real estate partner have rapport with the attorney's office staff
    • Best advice for the first meeting with an attorney
    • Advice for real estate professionals working with PR's
    • Advice for real estate professionals attending a BAR meeting for the first time
    • Connecting with attorneys

    What Attorneys are Saying about the Course:


      #1 Executor Software in the US

      "Ease the burden of being an executor of an estate!"

      - The New York Times

      "Leading executor software in North America"

      - Worldwide Finance Awards 2022

      "BEST software for estate executors!"

      - Software & Technology Awards

      "Web application of the year!"

      - The Globee Awards

        As a purchaser of the Earn Attorney Referrals Now course, you get free access to this software through our partnership with EstateExec. You can also manage an estate or share this executor software with attorneys and your Personal Representatives at a 42% discount.

        That's $199 retail for only $85!

        The Earn Attorney Referrals Now course not only provides you with access to this software, but you also receive a marketing guide and letter template to begin using this software in your marketing immediately!

        Check out how EstateExec works!


        Simplifies & Calculates Finances

        • Calculates the progress of the estate value
        • Tracks transactions, income, expenses, distributions
        • Configures executor cost basis, compensation, and more

        Organizes a Checklist of Duties

        • Extensive guide that describes the overall process
        • Tracks deadlines & due dates
        • Includes state-specific requirements

        Establishes a Plan

        • Auto-generates a customized list your estate's tasks
        • Integrates accounting of assets, debts, expenses, distributions
        • Organizes allocations to meet heir percentage targets

        Central Location for Information

        • Organize everything in one place with ease
        • Store copies of documents
        • Attach files to assets, heirs, transactions, and more
        • Share access with other executors, attorneys, heirs, etc
        • Create PDF reports and export CSV files

        Imports from Bank

        • Optionally download statements directly from bank
        • Automatically identifies distributions, debt payments, and more
        • Saves time and ensure accounts reconcile accurately

        The Best Probate Referral Training Course - Student Reviews

        Student Success Stories

        The Earn Attorney Referrals Now (EARN) Course

        What are you waiting for? Get started instantly so you can start doing deals and build a business you're confident in.

        Take Probate Mastery Certification Course

        Have questions about taking a probate real estate course?

        Speak with Tom Ownby, our onboarding specialist
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