How Probate Works
Learn the probate process, who has authority, and where real estate professionals fit.
FreeAbout 2 hoursStart free
Probate courses for real estate professionals
Probate Mastery Course Library
Browse à-la-carte courses, business development electives, certification bundles, and optional specialty classes.
Your Certified Probate Expert (CPE) pathComplete all five Core courses and at least one of the four business development electives.
Two ways to learn
Take courses one at a time, à la carte, or choose a bundle with your Core courses and preferred elective(s).
Required for the designation
Five Core Curriculum courses
The Core courses cover the probate process, the people you serve, your positioning, follow-up, and the business plan that ties it together. The Core bundle includes all five; you still need one elective to complete the CPE coursework.
Understanding Your Probate Prospect
See the process from the personal representative’s side and learn to listen before offering a solution.
$147About 1.5 hoursStart course
Follow-Up and Conversion: Turning Leads Into Clients
Build a follow-up system that keeps helpful conversations moving toward clients.
$147About 2 hoursEnroll now
Taught Thursday, October 1 at 11:00 a.m. Eastern. Use PFU100 for $100 off by September 25 at 11:59 p.m. Pacific.
Stand Out in Probate: Your Brand & USP
Develop a clear position and message for the families and referral partners you want to serve.
$147About 2 hoursEnroll now
Recorded and in editing. Expected in your library by September 30. Use BUSP100 for $100 off by September 25 at 11:59 p.m. Pacific.
The Probate Business Blueprint
Turn the training into a practical plan for your market, pipeline, and next actions.
$147About 3 hoursEnroll now
Taught live Thursday, September 24 at 11:00 a.m. and 2:30 p.m. Eastern. Use PBB100 for $100 off through September 24; enroll before 11:00 a.m. Eastern to join both sessions.
Core Curriculum Bundle
Buy the five Core courses together. Add one CPE elective separately when you are ready.
$497View checkout →
How Probate Works and Understanding Your Probate Prospect are ready now. Stand Out in Probate is coming soon. The Probate Business Blueprint and Follow-Up and Conversion will be taught live for everyone who registers. Use EARLY300 for $300 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery callChoose at least one
Business development electives
Four ways to build probate business: direct prospecting, broader referral relationships, attorney referrals, or inbound marketing. Choose at least one to complete your CPE coursework.
Probate Prospecting: Turn Your Lists Into Appointments
Turn probate lists into conversations, appointments, and a repeatable pipeline.
$697About 6 hoursEnroll now
Four live sessions: October 22 and 29 at 11:00 a.m. and 2:30 p.m. Eastern. Use PPR250 for $250 off through October 9 at 11:59 p.m. Pacific.
Relationships That Refer: Attorneys & Vendors
Build a network of attorneys and estate professionals who know when and how to refer you.
$697About 6 hoursStart course
E.A.R.N.: Earn Attorney Referrals Now
Go deeper on attorney relationships with a focused referral development system taught by Chad Corbett.
$697About 7 hoursStart course
Marketing That Converts: Mail, Email, Social & Search
Use mail, email, social, and search to create a consistent inbound path.
$697About 5 hoursEnroll now
Four live sessions: October 8 and 15 at 11:00 a.m. and 2:30 p.m. Eastern. Use MTC250 for $250 off through October 2 at 11:59 p.m. Pacific.
Core plus your elective choice
Each CPE bundle includes all five Core courses and one elective. The Complete bundle includes all four electives. Purchasing a bundle gives you the coursework; the designation is earned by completing it.
Core + Probate Prospecting
Five Core courses plus Probate Prospecting.
$997View checkout
Use EARLY550 for $550 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery call
Core + Relationships That Refer
Five Core courses plus Relationships That Refer.
$997View checkout
Use EARLY300 for $300 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery call
Core + E.A.R.N.
Five Core courses plus E.A.R.N.: Earn Attorney Referrals Now.
$997View checkout
Use EARLY300 for $300 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery call
Core + Marketing That Converts
Five Core courses plus Marketing That Converts.
$997View checkout
Use EARLY550 for $550 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery call
Complete CPE Course Bundle
All five Core courses plus all four electives, nine courses total.
$2,497View checkout
Use EARLY1200 for $1,200 off through October 9 at 11:59 p.m. Pacific.
Questions? Book a discovery callOptional training
Specialty courses
Focused classes for specific skills. They do not replace a Core course or CPE elective.
Win the Appointment: Solutions Families Say Yes To
Walk into probate appointments with a clear plan. Present practical property options and help families choose a next step.
Planning & Tracking Your Business: Working With Monday CRMs
Know what needs attention today and what can wait. Use Monday CRM boards to keep leads, conversations, and follow-up moving.
Multiple Cash Offers: Using Estate Cash Offers to Prospect
A property may have more than one path forward. Explore how estate cash offers can open conversations and help families weigh their options.
Working With AI: How AI Can Streamline Your Probate Business
Give AI the background it needs to be useful. Build knowledge documents that support research, outreach, and follow-up in your own voice.
These classes are in development. Enrollment details will be added as they become available.
Student experiences
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