Mastery Academy
Mastery Academy & ReferralsSix Months of Intensive Coaching, Prospecting & Referrals
We provide your first 100 new probate filings every month... every month you're in the program.
You also get access to as many as five live coaching and workshop sessions each week, covering accountability, business planning, scripts, role play, marketing, and relationship building.
Every member's leads are worked by our AI calling system for three months. When the AI agent reaches a lead, the conversation is summarized and actionable leads are handed back to members for prompt follow-up.
Section 1
What Mastery Academy is, and what it isn't
You're buying a business system. Coaching, accountability, and the assets that make a probate business run.
You are not buying guaranteed referrals.
We generate real conversations and real referrals, and members receive them. But if referrals are the only reason you're buying, don't buy. The referral flow is a bonus that rewards people who are building... it is not the product.
Here's what the product actually is.
Mastery Academy is a 6-month program with five live sessions every week, anchored on two days.
Tuesdays are accountability and practice. Live role play... you, me, and the group, running the actual conversations. And your KPIs on the table: calls made, conversations had, appointments set, builds finished. We track it because what gets tracked gets done.
Thursdays are learning and workshops. My coaching tracks... the lessons and builds that assemble your probate business piece by piece: prospecting engine, scripts, attorney relationships, vendor network, marketing, automations. This is where you build the things you probably didn't have before.
You will role play. Not watch role play. Do it.
You will report your activity every week.
You will build. Systems, assets, and automations that make your business run without you pushing every piece by hand. You graduate on what you built, not what you watched.
The curriculum rotates, so lessons come back around. Miss a week, or need a second pass on attorney strategy or the listing appointment? You take it again, live. Overachievers implement fast. Most members need the repetitions... which is exactly why this is a six month program: every session, every week, for all six months, until it's built.
While you're paying or prepaid, you're eligible for conversation handoffs and referral routing. After your 6 months, if you want to keep the coaching, the accountability, and the referral eligibility, it's $247/month to stay. Or you leave with everything you built.
One more thing, and I'm putting it here on purpose: this program is not for people who won't prospect. My calling system is a filter and a head start... not a replacement for your own outreach. You'll cold call, or you'll hire someone who does. Members who do neither fail, and I'd rather tell you that here than watch it happen in week 3.
The handoffs themselves... discovery, nurture, warm, hot, what rotates, and what carries a fee... get their own section below, because you deserve the whole picture before you pay.
Section 2
How lead handoff and referrals work
The calling system
I built an AI calling system that calls for Estate Aid Network, my consumer-facing company. Every member's leads get worked by this system. The calls go out under my company's name and my compliance responsibility... not yours. Your name is never on these calls.
Here's the sequence:
Your leads get loaded. The system calls each lead up to 10 times over 3 months, at different times, until it gets an answer or exhausts the sequence.
The system filters your data. Bad numbers get flagged. Good numbers get confirmed. You learn who answers and when.
Every answer gets a light summary and drops into your pipeline the day after the call. Good, neutral, or bad... you see all of it.
Two kinds of answers don't wait for the next-day drop. If someone says they're selling, or asks for a conversation with a local partner, that routes almost instantly... same day, straight to a member.
And this doesn't stop after your first batch. Every new batch of leads you bring each month gets its own 3-month, up-to-10-call sequence. The system keeps working as long as you're feeding it data.
Anyone who asks not to be called again is removed. Period.
The leads
Leads are data... names, addresses, phone numbers from probate filings. The system needs data to call.
Up to 100 leads a month are included with your membership... pulled from your market's newest probate filings, every month you're enrolled. If your market produces 100 or fewer filings, your batch is covered in full. If your market averages more, additional leads are $2 each.
Already have your own lead source? I'll credit you $2 per lead, based on your market's average monthly lead count, applied toward your lead purchases. Same value, your data, your choice.
One honest step before you enroll: we quote your market first. Every county produces a different filing volume, so we look up your market's real numbers together... your included batch size, any overflow cost, or your credit amount... before you pay a dollar. No surprises on either side.
After your 6 months, continuation members buy their own data... at $2 per lead through me or from any source you like, worked by the calling system, because that's what membership includes.
The rules and the fees, straight
No fine-print voice. Here's exactly how handoffs, fees, and sharing work.
Every answer my system gets in your market lands in member pipelines the day after the call, with a light summary.
Discovery and nurture conversations (right person reached, no real estate plans stated) are yours to work. No fee.
Sellers and requested conversations route almost instantly... same day, to a member. If you're the only member in your market, they're yours. If there are several, they rotate.
Handoffs are exclusive to you for one day while you engage and update your notes. Keep your notes current and the lead stays yours... other members can see that someone answered, but never your conversation details, the lead's status, or what they asked for. Go silent, and the lead reroutes. A family waiting to hear from someone deserves better than a member who sits on leads.
The fee: 25% of gross commission when someone explicitly states they're selling, and you become the agent who sells it or the investor who buys it. That includes seller handoffs from your included monthly batches. No close, no fee... conversation handoffs where nobody stated a sale carry no fee at all. That fee is how the calling system, the data work, and this whole engine get paid for. I'm telling you now so you never feel it later.
And the sharing rule, before you pay: lead data is not exclusive to you. If other members work your market, everyone draws from the same data pool. You're buying data, a calling service, and coaching... not a territory. Nobody gets a market monopoly at this price, and I won't pretend otherwise.
Proof
300+ personal probate transactions. 1,300+ homes sold since 2004. Coaching since 2016.
One coached team: $1,000,000+ per month in probate transactions.
One solo agent: 12-20 probate closings per month. No team.
I won't promise you their outcome. I'll promise you their playbook and the coaching that installed it.
Pricing & Enrollment
Always part of Mastery Academy
- Five live sessions every week... Tuesday accountability, role play, and business planning; Thursday training tracks and workshops
- Up to 100 probate leads a month included, based on your market's filing volume
- My calling system works every batch of leads you load... up to 10 calls each, every answer to your pipeline
- EARN, my attorney referral course, included ($597 on its own)
- Certified Probate Expert designation included when you complete the free Probate Mastery course ($397 on its own)
- Referral eligibility while paying or prepaid
The numbers, straight
- Leads: up to 100/month included; overflow at $2 each. Own source? A $2/lead credit based on your market's monthly average.
- We quote your market's real numbers before you enroll... no surprises.
- Referral fee: 25% of gross commission, only when a stated seller closes. No close, no fee.
- After 6 months: $247/month to stay in coaching and referral eligibility
- No refunds. All sales final.
Klarna available at checkout · No refunds, all sales final
Questions first? Grab 15 minutes with me and I'll quote your market →
FAQ / Terms
Enrollment policy: Mastery Academy enrollment fees are non-refundable, and all sales are final.
What if I can't pay in full?+
Choose the six-payment monthly option, or use Klarna at checkout to split the paid-in-full option on their side.
Is there a refund?+
No. All sales are final. That's why this page tells you everything, including the reasons not to buy, before you pay.
How many leads do I actually get?+
Up to 100 a month are included with membership, based on your market's real filing volume. If your county produces 60 filings, you get 60. If it averages 150, you get 100 included and can buy the rest at $2 each. Have your own source? You get a $2-per-lead credit based on your market's monthly average instead. We quote your market's actual numbers before you enroll, so you know your batch size and any costs up front.
Are my leads exclusive to me?+
No. Where multiple members work a market, everyone draws from the same data pool, and every answer the calling system gets posts to member pipelines in that market. Your handoffs are exclusive to you for a day while you engage and keep your notes current... and other members never see your conversation details or your lead's status. You're buying data, a calling service, and coaching... not territory.
How fast do I see what the system finds?+
Every answer, with a light summary, hits your pipeline the day after the call. Sellers and families who ask for a conversation don't wait... those route to a member almost instantly, same day.
Who is the AI system calling as?+
Estate Aid Network... my company, under my compliance responsibility. Never your name. Anyone who asks to stop being called is removed immediately.
Do I owe anything on referrals?+
Only when someone explicitly stated they're selling, you received the handoff, and you close it: 25% of gross commission. Discovery and nurture conversations are free to work, always. No close, no fee. This applies to handoffs from your included monthly batches too.
What happens after 6 months?+
$247/month keeps you in coaching, accountability, and referral eligibility. Continuation members buy their own data (through me at $2 per lead or any source you like), and the calling system keeps working it. Or you leave with everything you built.
Do I have to prospect?+
Yes... you, or someone you hire to prospect for you. Our conversation handoffs can get you a little. Your effort gets you a lot. The calling system filters your data and jump-starts conversations. It doesn't replace your outreach.