00
Week 0
Prepare your working record
County Source Worksheet
Founding cohortApplications now open
Build a probate system you actually own.
Six live weeks to bring three things together: practical probate work, simple technology you understand, and a community that helps you keep the work human.
No payment today · Up to 25 agents or small teams · One accepted member per county
The old way
A list is the beginning, not the system.
Pull a list. Search for records. Chase incomplete information. Wonder whether the situation is even a fit. Then decide what to say when a family may already be carrying more than enough.
The list is not the system. A name alone does not tell you what is verified, what is missing, or what is appropriate.
The technology needs your rules. A tool can organize permitted information and surface a next check. You still decide what deserves attention and how to use it with care.
Technology serves the relationship. Repeatable prompts keep the work moving, so you have more room for the thoughtful family-facing choices that matter.
The Probate System Build
A complete probate working engine—not just a way to find leads.
You learn how the whole engine works together: a clear record and workflow, simple technology you understand, and the trusted local people who help an estate move forward with care.
Plain English · What you get
You build the whole working engine. You know how to use it.
A list is only one input. This is guided time to build the record, workflow, tools, and trusted local network that make probate work more useful and repeatable.
- Your working recordOne place for the facts, decisions, and next actions that matter.
- Your simple tool stackGuided help choosing and setting up tools you can understand and keep using.
- Your working automationsRepeatable status checks, reminders, and next-step prompts that you set, review, and own.
- Your local ally networkA practical way to build relationships with probate and estate attorneys, vendors, appraisers, cleanout crews, and other trusted local allies.
- Six live build weeks and a room you keepA clear weekly path, human guidance, and ongoing Skool community access after the live build ends.
At the end: you can open your own system, see what needs attention, know which ally may help, adjust your workflow, and take the next responsible step without starting over.
“The goal is not to automate the relationship. The goal is to make the background work clear enough that you can show up prepared, thoughtful, and human.”
What you build across six weeks
You are not handed a folder and left alone.
Each week, you build one part of your own working system: the record, the technology, the workflow, and the human review points. You use real guides, get a clear next step, and have room to ask questions as you go.
The P.R.O.B.A.T.E. Method™
The seven stages are the engine. The six weeks help you install it.
This is not a lead funnel or a loose collection of templates. It is a practical order for the source, the record, the outreach, the local allies, and the weekly rhythm that keep your probate work moving.
See the full Method- PPull
Find the local source.
- RRule Out
Check what is real before you act.
- OOutreach
Prepare thoughtful next steps.
- BBuilders
Build your trusted local vendor bench.
- AAllies
Build relationships with probate and estate attorneys.
- TTrack
Keep the record and workflow clear.
- EEvergreen
Review, improve, and keep it running.
01
Week 1
Set up your system
Tracker Build Spec
02
Week 2
Organize the details
Authority Verification Checklist
03
Week 3
Build a working rhythm
Builders and Allies Kit + Vendor Bench Buildout
04
Week 4
Review with judgment
Discovery Conversation Guide
05
Week 5
Refine your workflow
Letter Kit + Vendor Outreach Templates
06
Week 6
Keep it running
Private course + ongoing Skool community
This is for you if
You want to build and understand your own system.
You are willing to work through a simple weekly path, keep your records organized, learn the technology behind the workflow, and use human judgment when the situation calls for it.
This is not for you if
You want a purchased list, a black-box tool, or a guaranteed result.
This is not legal or tax advice, an outsourced workflow, or a promise that every record becomes an opportunity.
Why this matters now
Inherited-property transitions are already happening. Be the prepared agent when one appears in your market.
You do not need to chase a family or assume every record becomes business. You need a responsible way to see what is real, understand your role, and be ready when a transition appears in your market.
Probate Tech Collective is not a law firm, and this is not legal advice. Local law, ownership, timing, and the people involved still matter.
Ask to join the founding groupinherited homes transferred in the U.S. during the 12 months ending August 2025, according to Cotality.
Read the sourceof U.S. property transfers in that same Cotality dataset were inherited homes, its highest recorded share.
Read the sourceCerulli projects $105 trillion in wealth transfers to heirs through 2048. These are broad national trends, not a prediction of probate volume, listings, leads, commissions, or results in any particular market. Read the source
Founding group · up to 25 agents or small teams
Ready to build your county’s working engine?
Adding your name asks Krista to review your county and decide whether the founding group is a fit. Nothing is purchased or reserved today.
Plain English: no payment today, no county reservation, and no commitment to enroll. A county is secured only after acceptance and paid enrollment. Need county-specific clarity first? Start with the Blueprint.
Founding interestNo payment today