Probate Tech COLLECTIVE

02 / THE P.R.O.B.A.T.E. METHOD™

A clearer way to build confidence in probate work.

The P.R.O.B.A.T.E. Method™ gives you seven practical stages for turning a local filing into a thoughtful, organized follow-up process. It is not a course outline or a lead funnel. It is the working system behind an agent-owned practice.
  1. 01P

    Pull

    Pull probate filings from county court sources and turn them into structured estate records.

  2. 02R

    Rule Out

    Screen out non-actionable records before spending time or money on enrichment and outreach.

  3. 03O

    Outreach

    Prepare personalized, human-first letters for the right personal representatives and inherited-property families.

  4. 04B

    Builders

    Build and coordinate the property-service bench that helps families handle work around the sale.

  5. 05A

    Allies

    Develop relationships with probate attorneys and other trusted professionals serving the estate.

  6. 06T

    Track

    Keep every estate, contact, follow-up, referral, and opportunity visible in one working pipeline.

  7. 07E

    Evergreen

    Monitor failed and expired inherited-property listings so viable opportunities are not lost when circumstances change.

WHAT THIS GIVES YOU

Less guessing. More control over the work.

You build the record, screening logic, letter preparation, vendor bench, attorney channel, tracker, and listing watch inside accounts you control. That means you can see what is happening and improve it over time.

See every stage in action before you decide whether this is the practice you want to build.

See how it works