Training for probate conversations
Learn the people, timelines, property questions, and service opportunities that can arise during an estate.
Certification requirements
What is a Certified Probate Expert?
The Certified Probate Expert (CPE) designation recognizes completed Probate Mastery coursework. It shows that you have studied the probate process and how real estate professionals can serve families and estate representatives.
What the designation means
The CPE designation gives families, attorneys, and other professional partners a clear way to understand the probate training you have completed. It is earned through coursework, with no separate designation fee. It does not guarantee business or referrals.
A clear credential
After completing the required courses, request your designation from Probate Mastery support. You can use it to explain your preparation to prospective clients and referral partners.
How to earn your CPE designation
Complete all five Core Curriculum courses and at least one of four electives. Coaching and Referral Membership are separate options.
STEP 1
Start free
How Probate Works introduces the probate process and is the first Core course.
STEP 2
Complete all Core courses
Finish the five Core Curriculum courses at your own pace.
STEP 3
Choose an elective
Complete at least one business development elective, then contact support to request your designation.
Five Core Curriculum courses
- How Probate Works (free)
- Understanding Your Probate Prospect
- Stand Out in Probate: Your Brand & USP
- Follow-Up and Conversion
- The Probate Business Blueprint
Choose at least one elective
- Probate Prospecting
- Relationships That Refer
- E.A.R.N.
- Marketing That Converts
Choose how to enroll
Take courses individually, choose the $497 Core Curriculum bundle, choose a $997 CPE bundle with one elective, or take all nine courses in the $2,497 Complete CPE bundle.
Ready to start?
The Course Library lists individual courses, bundles, and checkout links. How Probate Works is free, so you can begin today.