Estate Action Plan – Get that Meeting

Get that initial face-to-face meeting!  My goal with the Estate Action Plan is to get the initial face-to-face consultation meeting and then I can get the probate listing. The Estate Action Plan is my step-by-step plan that lists the letters and correspondences I send to the probate personal representative in the order that I send them. I begin by introducing myself to the personal representative and continue to establish name recognition as the leader in probate real estate sales. I keep my name in front of the probate real estate representative.

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Probate Correspondences – Get that Meeting

Below are copies of the various letters, call scripts and emails that I use to correspond with the probate real estate representative while I’m following the Estate Action Plan. My goal is to get that all-important face-to-face meeting with the probate representative. These are available to members to download and customize for their probate real estate representative correspondences.

Probate Letter #1
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Probate Call #1 script
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Marilyn Gets the Help
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Probate Call #2 script
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Probate Letter #3
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Probate Call #3 script
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Dean Handles the Property
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Probate Letter #2
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