Probate Real Estate

Top 7 Probate Myths Agents Believe (And What’s Actually True)

Jun 5, 2025 • 9 min read • by Team PLS

Probate Myths Training

Let’s clear up the most common misconceptions so you can show up professionally, help families, and win listings—without overstepping.

Before We Start: A Quick Note

This is educational, not legal advice. Probate rules vary by state and county.
Always follow local requirements and coordinate with the personal representative and the attorney of record.

Top 7 Probate Myths (and the Reality)

Myth #1: “You can’t contact anyone until probate is closed.”

Reality: With empathy and practical introductions to the personal representative, you can offer helpful context and light guidance once the case is filed and access is permitted.

Myth #2: “Probate always takes years.”

Reality: Timelines vary. Many markets see authority granted within weeks. Real progress on property can happen much sooner than expected.

Myth #3: “You need to be a legal expert to work probate.”

Reality: Know the basics, partner with pros, and stay in your lane. Clear summaries and calm options beat legal jargon.

Myth #4: “The court must approve every step.”

Reality: Many sales proceed under authority without individual court orders; attorneys guide specifics.

Myth #5: “Probate buyers only want deep discounts.”

Reality: Well-presented homes still attract retail buyers. As‑is options also exist; your job is to present both paths.

Myth #6: “Reaching out is insensitive.”

Reality: Compassionate outreach that offers simple checklists and options is welcomed when delivered without pressure.

Myth #7: “All probate leads are stale or low‑quality.”

Reality: Courthouse‑sourced leads with verified filings are timely and actionable; quality improves with consistent screening and organization.

Tips to Put Truth into Practice

Use a one‑page probate overview and simple two‑path plan (retail vs. as‑is).
Give short status updates to the attorney and PR—reduce back‑and‑forth.
Offer vetted helpers: clean‑out, donation, handyman, locksmith; be the “one call.”
Log quick wins and follow‑ups (7–14 days, then monthly).

Scripts That Keep It Human

Intro: “I help families sell property during probate. Not looking to list today—happy to share a checklist and options when you’re ready.”

Attorney: “Our checklist cuts back‑and‑forth. I can email a copy you can share with the file.”

PR/Heir: “Some homes list retail, others sell as‑is. I’ll present both so you can choose the simplest path.”

What This Means For You

Position with calm authority; avoid legal advice while explaining practical steps.
Create value with checklists, quick wins, and short written updates.
Partner with pros (attorneys, vendors) and keep families first.

Bottom Line

Probate isn’t a legal maze—it’s a service mission. Know the basics and partner with pros.
Communicate clearly and consistently; clarity beats complexity.
Respect families’ pace; steady outreach compounds opportunities.

Want help turning this into action?

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