Probate training for real estate agents and investors
Learn the probate process, understand the people making estate decisions, and choose a business development path that fits how you want to serve clients.
What are the five Core Curriculum courses?
1. How Probate Works
The probate process, the people involved, and where real estate fits.
2. Understanding Your Probate Prospect
The personal representative’s responsibilities and conversations that begin with listening.
3. Stand Out in Probate: Your Brand & USP
Clear positioning for families and professional referral partners.
4. Follow-Up and Conversion: Turning Leads Into Paying Clients
A useful follow-up system for decisions that may develop over time.
5. The Probate Business Blueprint
A practical plan for your market, pipeline, and next actions.
Which electives are available?
- Probate Prospecting: Turn Your Lists Into Appointments
- Relationships That Refer: Attorneys & Vendors
- Marketing That Converts: Mail, Email, Social & Search
- E.A.R.N.: Earn Attorney Referrals Now
What does the training cost?
How Probate Works is free. The other Core courses are $147 each, and electives are $697 each. The Core Curriculum Bundle is $497 and does not include certification. Certification bundles that include all five Core courses plus one elective are $997. The Complete CPE Course Bundle is $2,497.
Can agents and investors both take the courses?
Yes. The coursework can help both roles understand probate and estate-property decisions. Students remain responsible for their own licensing, professional standards, and local laws. The training is educational and does not replace legal advice.
Start with the path that fits your goal
Start free, compare every current course, or choose the Core + E.A.R.N. attorney-referral certification bundle.