Probate Tech COLLECTIVE

06 / READINESS ASSESSMENT

Find out what to fix before you try to build alone.

Plain English: answer twelve questions and get an honest next step, not a sales pitch.

When the work feels messy, it is hard to know whether you need better records, more local research, or a real build plan. Answer twelve practical questions. You will get the one next step that makes the most sense right now.

WHAT YOU GET

A clear answer, not a score to worry about.

In a few minutes, you will see what is already working, what is getting in your way, and where to put your attention first.

Choose the answer that is true today.

01I know the county or market where I want to build an inherited-property practice.

02I understand that inherited-property work is a long-cycle relationship practice, not an instant-lead campaign.

03I am willing to verify locally sourced public records before acting.

04I am prepared to review records before sending any correspondence.

05I can make thoughtful personal calls and complete follow-up myself.

06I have time to maintain a working pipeline every week.

07I am willing to send personal, respectful letters when appropriate.

08I want data and workflows inside accounts I control.

09I want to build relationships with attorneys and property-service providers.

10I understand technology cannot replace judgment in a family conversation.

11I have a realistic budget for the tools and the work around them.

12I am open to learning one ordered system and improving it over time.