Probate Real Estate

How One Probate Deal Turns Into Many (Referrals You Can Actually Repeat)

May 20, 2025 • 8 min read • by Team PLS

Probate Referrals Playbook

Probate deals create calls, intros, and coordination. Done right, one closed file can spin off listings, buyers, and professional referrals you can actually repeat.

Why Probate Clients Refer—A Lot

High-trust moments: families navigate grief and legal tasks; your calm steps matter.
Simple to reference: being "the probate checklist person" makes you easy to recommend.
You’re the coordinator: you align heirs, neighbors, and vendors around the work.
Predictable milestones: filings, access, and timelines happen in every case.

The Probate Referral Flywheel

Warmth at the home

Post-closing care for PR and heirs; be helpful, not salesy.

Attorneys & paralegals

Light updates and a "quick wins" doc make you easy to refer.

Neighbors & heirs

Friendly check-ins; small tasks like trash day build goodwill.

Helper network

Clean-out, junk, contractors, locksmith—fast help earns mentions.

Vendors & services

Share vetted resources; be the "one call" solution.

Stay top of mind

Short notes, small wins, seasonal tips keep you remembered.

Playbook: Turn Every Closing Into 3+ Conversations

Closing week: hand a 1‑page probate checklist and contact card to PR and attorney.
Attorney check‑in: 10‑minute update with dates, access, and any quick wins.
A closing letter: a "what happens next" timeline, donation options, and service list.
7–14‑day follow‑up: "Anything I can take off your plate?" Include the attorney’s file #.
30–45‑day check‑back: short status note; share before/after photos if appropriate.

Scripts That Feel Human (And Work)

Post‑closing: "If you ever need a simple plan during probate, I’m here to help—no rush, no pressure."

Attorney: "We keep a tight probate checklist that reduces back‑and‑forth. If useful, I’ll email a copy you can share."

Neighbor: "I’m helping the estate respectfully. If the family needs a calm plan or an estate sale intro, I’m glad to help."

Assets That Multiply Referrals

One‑page probate checklist (simple, no legal advice).
Service map: clean‑outs, donations, handymen, estate sales.
Before/after photos (short, practical).
Closing summary letter the attorney can reference.

Targets to Keep You Honest

Two post‑close touches within 21 days (PR/attorney) and a short monthly check‑in.
Weekly: one new vendor partner and one estate‑related quick win logged.
90 days: one new conversation per closed probate file.

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