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Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

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Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream business.
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00:00 Introduction
05:46 Approved & Appointed: Big Wins for David in Law and Leadership
07:00 David’s Probate Letter Strategy That Gets Results
08:11 Designing a Business That Works for You
09:28 Fiduciaries vs. Petitioners: What’s the Real Difference?
09:45 Understanding the Petitioner’s Role—and Attorney Gaps—in Probate
11:29 When They Say 'My Attorney’s Got It' — What That Means
11:48 The Truth About Most Probate Attorneys (Only 10% Are Prepared)
13:21 Is ‘My Attorney’s Got It’ Just a Brush-Off?
13:39 Probate Is Like Selling a House—But with More Paperwork
16:21 When Attorneys Say ‘I’ll Take Care of It’—Why That’s Not Always Enough
18:14 From Learning to Closing: Bill’s Journey to Closing His 2nd Probate Deal
19:49 Is a Fiduciary a Good Prospect? Where to Find Them
19:59 Finding Fiduciaries: Where to Prospect and Specialize
21:23 What to Look for When Prospecting Fiduciaries
24:34 The Role of a Public Administrator in Probate
25:46 Challenges in San Diego County: Too Many Hoops in Probate
26:10 Research Fiduciaries in Your State: Find Networking Opportunities
28:50 Success Rate of Low-Volume Probate Filings: What's the Probability?
29:23 Why Smaller Counties Can Be a Goldmine for Probate
33:16 Do You Use Contacts Outside of Probate Cash?
33:20 Advancing Money for Repairs Before Listing: Bruce’s Experience
34:05 Pros and Cons of Using Probate Cash: Bill’s Insight
36:25 Understanding the Risks of Borrowing Against Inheritance
38:35 Probate Mastery Commercial
39:54 Do Attorneys Also Get Paid as Fiduciaries?
40:07 Why Attorneys Generally Don’t Handle Both Petitioner and Fiduciary Roles
41:31 How Soon to Contact the Executor After Probate is Filed?
41:57 Bruce Shares a Story: Answering a Great Question
47:16 David on Growing Your Business: No Perfect Method
51:09 Bruce on Understanding the Need When Presenting a Message
53:46 Chat Question: What Resources Do You Typically Send Out?
53:50 Bruce on Key Resources: Probate Checklist, Brochure, and More
55:29 Chat Question: What to Do If a Prospect Denies It’s a Probate Case?
55:35 Bruce on Handling Prospects Who Deny Probate: Truth vs. Strategy
57:12 Chat Question: Book Recommendations on Wholesaling
57:31 David on Seller Financing and Assignment in Real Estate Deals
58:05 Bruce on Book Recommendations: 'Investing in Real Estate' for Wholesaling Insights"
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