How Probate Works
Understand the court process before you choose a business development path.
Start free →Probate Mastery courses
The probate course library. Choose your path.
Start free, take a course at a time, or enroll in a bundle. Complete all five Core courses and at least one elective to earn the Certified Probate Expert designation. Live coaching is optional.
Ways to begin
Start where you are.
Every route begins with the probate foundation. Buy a ready course now, or book a call to join a course while it is being taught live.
Core Curriculum
Enroll in all five Core courses together for $497. Plan for about 10.5 hours across the five courses. Live course lessons are added as completed.
Choose the Core Bundle →Core plus an elective
Choose the $997 CPE bundle with the elective that fits how you plan to grow.
Compare CPE bundles →Required for CPE
Five Core Curriculum courses
The free starting course plus four $147 courses build your probate knowledge, positioning, follow-up system, and business plan.
Core 1 of 5The starting pointPM
CoreAvailable now
How Probate Works
Learn the probate court process, the people involved, and where a real estate professional fits. Plan for about 2 hours of course material.
FreeStart course →
Core 2 of 5The human sidePM
CoreAvailable now
Understanding Your Probate Prospect
See the process from the personal representative’s side and learn to listen before you offer a solution. Plan for about 1.5 hours of course material.
$147Start course →
Core 3 of 5Your positioningPM
CoreTaught live now
Stand Out in Probate: Your Brand & USP
Develop a clear position and message for the families and referral partners you want to serve. Plan for about 2 hours of course material.
Expected complete by September 28, 2026. Book a discovery call to join the live class now.Core 4 of 5Your follow-upPM
CoreTaught live now
Follow-Up and Conversion: Turning Leads Into Clients
Build a follow-up system that keeps helpful conversations moving toward clients. Plan for about 2 hours of course material.
Expected complete by October 12, 2026. Book a discovery call to join the live class now.Core 5 of 5Your business planPM
CoreTaught live now
The Probate Business Blueprint
Turn the training into a practical plan for your market, pipeline, and next actions. Plan for about 3 hours of course material.
Expected complete by September 28, 2026. Book a discovery call to join the live class now.Choose at least one
Four business development electives
Choose a prospecting, relationship, attorney referral, or marketing path. One elective completes the course requirement for CPE.
Elective pathwayDirect outreachPM
ElectiveTaught live now
Probate Prospecting: Turn Your Lists Into Appointments
Turn probate records into conversations, nurture, appointments, and a pipeline you can manage. Plan for about 6 hours of course material.
Expected complete by October 12, 2026. Book a discovery call to join the live class now.Elective pathwayReferral relationshipsPM
ElectiveAvailable now
Relationships That Refer: Attorneys & Vendors
Build a network of attorneys and estate professionals who know when and how to refer you. Plan for about 6 hours of course material.
$697Start course →
Elective pathwayAttorney referralsPM
ElectiveAvailable now
E.A.R.N.: Earn Attorney Referrals Now
Go deeper on attorney relationships with a focused referral development system. Plan for about 7 hours of course material.
$697Start course →
Elective pathwayInbound marketingPM
ElectiveTaught live now
Marketing That Converts: Mail, Email, Social & Search
Create a consistent inbound path using the channels that fit your business and market. Plan for about 5 hours of course material.
Expected complete by October 5, 2026. Book a discovery call to join the live class now.Bundle and save
Enroll in the full path
Choose the five-course Core foundation or add an elective for a complete CPE course path.
Core Curriculum Bundle
Take all five Core courses, including How Probate Works. Plan for about 10.5 hours of course material. Add an elective later when you are ready.
$497
Choose Core BundleBook a discovery call →CPE Track Bundle
All five Core courses plus your chosen elective. Plan for about 15.5 to 17.5 hours, depending on the elective. Complete the courses to earn your designation.
$997
Complete CPE Bundle
All five Core courses and all four electives for the broadest set of business development methods. Plan for about 34.5 hours of course material.
$2,497
Choose Complete BundleBook a discovery call →Courses currently being taught live are identified above with expected completion dates. When you enroll in a bundle, completed lessons are available now, and new lessons are added to your library as they are finished at no extra charge.
Optional specialty
Go deeper where you need it
Specialty courses add focused practice and do not replace a Core course or elective in the CPE path.
Specialty pathwayAppointment conversationsPM
SpecialtyTaught live now
Win the Appointment
Practice presenting the right set of options for the family, the property, and the moment.
CourseBook a discovery call →
Expected complete by October 5, 2026. Book a discovery call to join the live class now.Ready to join a live class?
Book a discovery call to find the course and live schedule that fit your goals.
Book a discovery call