Before you can pull your own probate leads you're gonna need to figure out how to go about it in your local area. Please check out our section on property lead basics before you get started.
OK you've read the basics. Now it's time to roll up your sleeves and get to work. Probate leads consist of four basic pieces of information. You can generally obtain all of the information you need from the petition or probate application. You will need to create an excel spreadsheet to enter the leads on. Create rows and columns for the following:
OK. You have now verified the above information. Let's move on to the next step.
The executor, sometimes called the petitioner is the party you will want to contact first. In most cases, the executor will also be a family member. Could be an adult child, brother, sister, spouse... you get the picture. These folks have been appointed by the probate court to deal with the assets to the heirs of the deceased. Here is what you need:
Some real estate agents and investors like to contact the attorney on the probate case as well as the executor. Some feel that if they can create a relationship with the attorney it could open the door for future opportunities. It's usually not required that you contact the attorney so it's totally your choice.
You now know the basis of sourcing probate leads yourself!
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