Probate real estate training FAQs

Probate Mastery is designed as a comprehensive path to building a probate real estate business, not training in just one part of the niche. Where a program may concentrate on the legal process, a basic probate overview, or a single marketing method, the Probate Mastery Core Curriculum connects the legal and practical steps of probate and estate administration with the people involved, prospect research, positioning, follow-up, and a business plan. Electives go deeper into direct prospecting, attorney and vendor referrals, and marketing.

The full catalog spans more than 30 hours of current and upcoming coursework. Real estate professionals can choose an approach that fits their market while learning to understand a family’s situation, build trust, and identify an appropriate real estate opportunity when one exists. Start with How Probate Works (free).

How Probate Works is free. The other Core Curriculum courses are $147 each, and electives are $697 each. The five-course Core bundle is $497, a Certified Probate Expert (CPE) bundle with one elective is $997, and the Complete CPE bundle is $2,497. Limited early enrollment codes for upcoming courses and bundles are listed in the Course Library. Compare courses and bundles in the Course Library.

The Certified Probate Expert designation has no separate fee. Complete all five Core courses and at least one elective.

Yes. How Probate Works is free and available now. Understanding Your Probate Prospect, E.A.R.N., and Relationships That Refer are also available. You can enroll early in courses taught live this fall. Ready lessons appear in your Course Library; upcoming lessons are added as published. See current dates and checkout links.

Other agents and investors may already work with probate families in your market. Before choosing a prospecting approach, learn the local process, the needs of personal representatives, and how you can help. The free How Probate Works course is a place to start.

Courses are sold individually or in bundles at the prices shown on their current checkout pages. The former six-payment plan on this page is retired. If cost is the obstacle, begin with the free How Probate Works course. For questions about available payment options, email support@probatemastery.com.

Marketing That Converts is the elective focused on probate direct mail, email, social media, and search. It is taught live on October 8 and 15, 2026, at 11:00 a.m. and 2:30 p.m. Eastern on both days. Enroll now for the four sessions; edited lessons will be added to your Course Library.

Start with the free How Probate Works course or browse the Course Library.

Probate Prospecting is the elective focused on opening conversations and handling common objections. Stand Out in Probate covers how to explain your role and value to a family. Browse the Course Library for current course options.

For live practice, ask support about Scripts & Role Play, the separate coaching membership.

Marketing That Converts covers direct mail, email, social media, and search for a probate business. It is one of four CPE electives. It is taught live in four sessions on October 8 and 15, 2026, at 11:00 a.m. and 2:30 p.m. Eastern each day. Enroll in Marketing That Converts, or book a discovery call if you have questions.

Start with How Probate Works, free.

There is no reliable timeline for a first probate transaction. Probate cases, family decisions, local rules, and the work you put into follow-up all affect timing. Training can help you understand the process and prepare for conversations, but completing a course does not guarantee clients or closings.

Some courses are available as recorded, self-paced lessons now. The Probate Business Blueprint is taught live September 24, Follow-Up and Conversion on October 1, Marketing That Converts on October 8 and 15, and Probate Prospecting on October 22 and 29, 2026. Enroll early to attend the live sessions; edited lessons are added to the Course Library as published. See the current schedule.

The Estate Professionals Mastermind is live every Tuesday at 2 p.m. Eastern. It is free and open to everyone. Paid Tuesday roleplay and coaching sessions are available through Scripts & Role Play and Mastery Academy memberships.

The five Core Curriculum courses cover the probate process, understanding prospects, positioning, follow-up, and building a business. The four electives let you focus on a way of finding or serving clients that fits your work. Completed lessons can be taken at your own pace. Several upcoming courses also include scheduled live sessions.

How Probate Works is the free starting point.

Yes. Courses are hosted in Kajabi, which offers mobile apps for iOS and Android. You can also access your Course Library in a mobile browser after signing in.

Choose a course or bundle and complete its checkout. Create a Kajabi account or sign in to your existing one. Ready lessons appear in your Course Library. If your course includes upcoming live sessions, your purchase email includes the dates and joining links. Edited lessons are added as they are published.

How Probate Works is free and available now. Coaching memberships are separate from course purchases.

Courses are self-paced, so you can move through lessons on your own schedule. Your course library shows the training you have enrolled in. For questions about access to a specific purchase, email support@probatemastery.com.

Start with the free How Probate Works course. It will help you decide whether this work fits your interests before buying another course. Review the refund terms on the current checkout page before any paid purchase, or email support with a question.

There is no single conversion rate that applies to every probate list or market. Record quality, timing, local competition, the family’s needs, and how you follow up all matter. We do not publish a typical rate or promise that a course will produce a particular result.

Timing varies widely. A family may need help before it is ready to sell, and court requirements and local rules can affect when a transaction is possible. Some opportunities take months, while others take longer. Course completion does not guarantee income or a closing date.

Start with How Probate Works to understand the process before building a prospecting plan.

No. Probate records and courses are separate. Ask about lead availability and options in your market. If you want to understand the probate process first, How Probate Works is free.

Probate Mastery now consists of five Core Curriculum courses and four electives, taken separately. How Probate Works is the free starting course. The five Core courses take about 10.5 hours combined: How Probate Works 2 hours, Understanding Your Probate Prospect 1.5, Stand Out in Probate 2, Follow-Up and Conversion 2, and Probate Business Blueprint 3. The electives are Marketing That Converts (about 5 hours of edited course material), Relationships That Refer (6 hours), Probate Prospecting (6 hours), and E.A.R.N. (7 hours). Live Marketing and Prospecting each have four 90-minute sessions.

No. The Certified Probate Expert (CPE) designation is awarded through Probate Mastery’s curriculum. It is not a National Association of REALTORS® designation. To earn it, complete the five Core Curriculum courses and at least one elective.

See how CPE certification works.

Local skip-traced probate records are available through Probate Mastery from as little as $2.50 per record, subject to county availability. You do not need a course or membership to ask about records. CPEs in the $97/month Mastery Academy may also receive potential Estate Aid Network warm handoffs when a family needs real estate help; those opportunities are not guaranteed. Ask about your market.

Complete all five Core Curriculum courses and at least one elective. When you finish, email support@probatemastery.com to request your designation. Browse the courses and bundles.

A Certified Probate Expert (CPE) is a professional who has completed Probate Mastery’s required coursework. The curriculum covers the probate process and how real estate professionals can work with families and other estate professionals.

The designation requires all five Core Curriculum courses and at least one elective. It is earned through the coursework, with no separate designation fee. See the CPE requirements.

To earn Probate Mastery’s Certified Probate Expert designation, complete all five Core Curriculum courses and at least one elective. When you finish, email support@probatemastery.com to request the designation.

How Probate Works is the free first Core course.

No. Complete all five Core Curriculum courses and at least one elective to earn the designation. Referral Membership and live coaching are separate options. Browse certification courses.

Probate Mastery provides courses, certification, and coaching for real estate professionals. Estate Aid Network is its consumer-facing sister company, working with probate families and estate conversations that may become local referral opportunities.

Real estate referral eligibility is limited to Certified Probate Experts with an active $97/month Mastery Academy membership. Buying or providing local probate leads is optional, not a condition of eligibility. More records give Estate Aid Network more families to serve alongside you and can increase the chance of a relevant handoff, but no number of referrals is promised. A separate referral fee applies only if an Estate Aid–referred real estate deal closes. Ask about your market.

Browse the Course Library, start How Probate Works for free, then choose individual Core courses and an elective or a bundle.