Probate training for real estate agents and investors
Learn how probate works, how estate decisions affect real estate, and how to choose an approach to finding and serving clients. Probate Mastery offers five Core Curriculum courses and four electives. Start with How Probate Works for free. Several courses are ready now, while remaining courses open in stages.
Bruce Hill leads Probate Mastery’s current training and coaching for real estate professionals.
What does probate real estate training teach?
Probate training explains the court process, the role of a personal representative, and the decisions surrounding estate property. It also covers how to speak with families, explain your value, follow up over time, and develop a business through prospecting, referrals, or marketing. Real estate agents and investors can use this foundation to understand where their services may fit, while following the rules that apply to their own work and location.
What are the five Core Curriculum courses?
The Core Curriculum builds from the probate process to a plan for your business.
1. How Probate Works
Learn the stages of a probate case, the people involved, and where real estate fits. Free.
2. Understanding Your Probate Prospect
Understand the personal representative’s responsibilities and how to approach conversations with care.
3. Stand Out in Probate: Your Brand & USP
Explain the value you bring to families and professional referral partners.
4. Follow Up and Conversion: Turning Leads Into Clients
Build a follow-up process for conversations that may develop over weeks or months.
5. The Probate Business Blueprint
Choose your channels, track your pipeline, and put an activity plan in place.
Which elective should I take?
Choose the route that best fits how you want to build your probate practice. Each elective counts toward the Certified Probate Expert coursework requirement.
- Probate Prospecting: Turn Your Lists Into Appointments focuses on direct outreach.
- Relationships That Refer focuses on relationships with attorneys and other estate professionals.
- E.A.R.N. takes a deeper look at earning attorney referrals.
- Marketing That Converts focuses on mail, email, social, and search.
How do you earn the Certified Probate Expert designation?
Complete all five Core Curriculum courses, at least one elective, and the required quizzes. The designation is awarded for completed coursework and is not sold separately. Read the full designation requirements.
What does probate training cost?
How Probate Works is free. The other four Core courses are listed at $147 each, and each elective at $697. The five-course Core bundle is listed at $497, a Core-plus-one-elective bundle at $997, and all nine courses at $2,497. Check current checkout pages for final pricing and availability.
Is the training for agents, investors, or both?
Both can benefit from understanding the probate process and the people who make estate decisions. How you use the training depends on your role, license status, and local rules. The coursework does not replace legal advice or a required professional license.
Where should I start?
Begin with How Probate Works, then review the Core Curriculum and electives as they open. Questions about courses or the designation? Email support@probatemastery.com.