Probate Real Estate
Working With Attorneys: What They Expect From Agents
Jul 22, 2025
⢠6 min read
⢠by Team PLS
Attorneys
Communication
Process
Communicate clearly, reduce friction, and become the easy button for property disposition.
Why Attorney Alignment Matters
- Smooth communication accelerates approvals and prevents rework.
- Clear summaries help attorneys update PRs and keep files moving.
What Attorneys Value
Concise updates
Dates, access, blockers, next steps.
Clean documents
Photos, checklists, disclosures in one place.
Access logs
Who has keys/codes and when.
Deadline tracking
Court and contract timelines.
Options summary
Retail vs. asâis with net sheet bullets.
Professional tone
Calm, respectful, onâtime responses.
Attorney Communication Playbook
- Send a 1âpage âQuick Winsâ update after intake and after walkâthrough.
- Share photos and a short options summary; request feedback on approvals needed.
- Agree on preferred cadence (weekly or milestoneâbased).
- Escalate blockers early with clear requests and deadlines.
Scripts
âIâll keep updates to a single page with dates, access, and next steps. Anything else you prefer included?â
âHere are two viable paths with net estimates; which aligns best with the PRâs goals?â
Assets
- Attorney update template (oneâpager).
- Access log template and keyâholder list.
- Milestone checklist for court/contract deadlines.
Targets
- Send first attorney update within 3 business days of intake.
- Zero âmissing docâ requests on active files after week one.
Want help turning this into action?
Get our attorney update templates and lead flow so files move quickly with less friction.