Get probate listing referrals from attorneys without cold calling
Steal my entire system for finding the right probate attorneys, earning their trust and getting motivated referrals every month.
Get instant access and implement in less than an hour
Attorneys are already sending referrals...
Motivated heirs ask their attorney for agent recommendations all the time. Those referrals should be yours. Here are some of mine:
One quality attorney relationship can change your entire business.
Over the next 15 years, one in four homes in America is going to be inherited
Probate is recession-proof (even in a down market, families need to sell properties)
Boomers own most of the high-end real estate in America so probate is the fastest way to raise your average sales price
Heirs trust the professionals their attorneys refer
Stop marketing directly to heirs
Build relationships with the attorne
The Unrelatable Expert
These agents sound smart by sharing impressive market stats but the jargon feels unapproachable and families tune it out.
The Fuzzy Friend
These agents are warm and likable. They send recipes, holidays, and feel-good content. It's nice but they don't earn trust.
The Fade-Out Agent
These agents start strong and have great intentions but get busy and inconsistent, making it hard for families to rely on them.
Dispatch solves all three by giving your database touches that feel human, relevant, and impossible to ignore.
Most probate strategies tell you to cold call grieving families.
A family in the middle of grief isn't ready to make decisions. They're overwhelmed, and they're going to stay that way for months.
Meanwhile, their attorney is already guiding every one of those decisions.
Heirs ask their attorneys who to call, who to trust, and which agent understands what they're going through.
One attorney handles dozens of probate cases a year. One relationship doesn't get you one referral. It gets you a pipeline.
This is how you stop chasing heirs and start getting sent to them.
The only thing standing between you and that attorney's referral list is knowing what to say.
How Dispatch Works
You’ll receive:
A beautifully designed 4-page workbook you can mail that guides families through organizing, preparing, and talking about their legacy together
An 8x8 follow-up email sequence to nurture your warm leads
Free trial of MailboxPower (direct mail platform) & a tutorial
Free trial of Probate leads, with 100 free leads in your market
What's Included
8 mailings over 8 weeks maximizes the calls you get
MAILING 1
My Condolences
MAILING 2
What To Do First
MAILING 3
Your First 5 Moves
MAILING 4
Probate Myths
MAILING 5
Where Things Go Wrong
MAILING 6
Case Study (Emotional)
MAILING 7
Case Study (Strategy)
MAILING 8
When You're Ready
This is the complete starter kit to get your first (or next) probate referral in 90 days.
Firstly, you're going to need attorneys to reach out to. We've got you covered:
$147 VALUE
We found your first 100 attorneys for you
We partnered with a probate data provider to pull 100 attorneys actively opening cases in your market directly from county court records.
*Offer applies to new Probate Data users only, not available to existing users.
SCRIPTS
Say the right thing, every time
If you sound like every other agent, you've already lost the opportunity (and compromised your reputation in the attorney community). You'll know exactly what to say in every scenario:
$97 VALUE
The campaign that gets them curious enough to meet you
Most agents never get attorney referrals because they sound like every other agent. This campaign is exactly what I use to position myself as the agent they want to refer.
$197 VALUE
What to say when you meet with an attorney
8 bite-sized videos to walk you through how to implement this toolkit with a detailed walkthrough of exactly what I say when I meet with attorneys to earn their trust and referrals.
$97 VALUE
The exact words when an attorney pushes back
Scripts for the five most common objections that attorneys give on so you never freeze in a live conversation.
$197 VALUE
The questions to ask during your first client conversation
A step-by-step guide with exactly what I say to every family during our first call so the conversation turns into an actual listing.
BRANDING BONUSES
Want to look like you've been doing this for years?
You're getting three extra bonuses to make sure both heirs and attorneys trust you.
$47 VALUE
Make it easy for attorneys to refer you with this printable
The one-page guide I give attorneys to pass along to their clients, teaching heirs the 12 questions to ask their real estate agent and positioning you as the only one qualified to answer them.
$47 VALUE
Sound like an expert from day one
A probate terminology cheat sheet covering every term you'll encounter in attorney meetings, court documents, and client conversations.
$297 VALUE
Steal my probate-specific prelisting package
The editable prelisting package I use with inherited properties to demonstrate your value proposition and stand out as a true expert.
Probate referrals are motivated to sell quickly.
I closed on this probate referral for $1.3M
The heir was referred by his attorney and wanted to get the unit sold from our first conversation.
I closed this one for $450k
The heirs signed the listing agreement 8 days after I was referred to them by their attorney.
I already did the hardest part for you.
You don't have to spend thousands of dollars, months of trial and error or risk your reputation with the legal community figuring this out yourself.
This is the step-by-step system I used to get this $2M probate referral
After running this system, this attorney refers me to every client he works with. Lisa is selling her $2M home and downsizing to buy a $1M home.
And then she replied with this...
Getting attorney referrals is about working smarter, not harder.
Hi! I'm Alexa.
My father died in 2018 and left behind 2.5 years of probate.
Since then, I've personally guided dozens of families through estate transitions, trained over 1,100 real estate professionals, wrote The Legacy Year, and created Inheritance Mastery for agents.
I developed this starter kit through lots of trial and error and when I finally cracked the code, agents started asking me to share my secrets.
You're four steps from your next probate referral.
Import the 100 probate attorneys actively opening cases in your market into your CRM
Add them to my 8-touch outreach campaign
When they're ready to meet, use my scripts and tools to earn their trust
When their clients need a realtor, they send you the referral.
6 touches that motivate attorneys to call you.
Every agent in your market wants attorney referrals. Most never get them because they reach out like every other agent — and attorneys can tell. These six touchpoints were built to make you the obvious choice.
The hardest part is finding who to contact...
We found your first 100 attorneys for you.
We partnered with a probate data provider that pulls directly from local court records so you're not reaching out to a generic attorney list.
Every contact is an attorney who is actively opening probate cases with properties in your market right now.
You'll get your first 100 attorneys for free, verified and ready to go the moment you get access.
Probate is the real estate opportunity of the decade.
You have the scripts, tools and you have the attorneys to send it to. Set it up in less than an hour and watch the referrals start coming in.
(This is a one-time payment)