FAQ Document

ProbateData FAQ & Knowledge Base

1. CANCELLATION & ACCOUNT MANAGEMENT

How do I cancel my ProbateData subscription?

To cancel your subscription:

Log in to your account at probatedata.com
Go to Counties and Billing, or just click here https://app.probatedata.com/account/billing
Scroll down and click "Cancel Subscription"
You'll receive a confirmation email within 24 hours

Alternative method: Email support@probatedata.com with subject line "Cancel Subscription" and include:

Your name
Email address on the account
Reason for cancellation (optional, helps us improve)

Important:

Cancel before your next billing date to avoid being charged
Your access continues until the end of your current billing period
You can reactivate anytime by logging back in

Where is the cancel button? I can't find it.

We understand this has been frustrating for some members. Here's exactly where to find it:

Log in at probatedata.com
Click on Counties and Billing on left hand menu, or just go here https://app.probatedata.com/account/billing
Scroll down to "Subscription" section
Click "Cancel Subscription"

If you still can't find it, email support@probatedata.com with "Cancel Request" in the subject line, and we'll process it within 24-48 hours.

I cancelled but I'm still being charged. What do I do?

We're sorry this happened. Please email support@probatedata.com immediately with:

Subject: "Billing Issue - Charged After Cancellation"
The date you originally cancelled
The charge amount and date
Any confirmation emails you received

We'll investigate and process a refund within 3-5 business days if the charge was made in error.

How do I reactivate my account?

If your account was suspended or cancelled because of non-payment:

Reply to the suspension or cancellation email, or email support@probatedata.com, and explain that you want to resume service.
Pay the outstanding balance or reactivation invoice using the payment link provided. If a payment failed, use the payment link to update your card and submit the payment.
Once the past-due amount is collected, service can be restored. If the account is still inaccessible, contact support so they can confirm the payment and account status.

If you previously cancelled service and want to return, use the applicable Probate Data activation link or contact support to confirm the plan and monthly rate before paying. Access is provided through probatedata.com and via email. The available activation options described in account communications include Platinum at $97/month, with up to three counties, unlimited case viewing, and 100 additional downloads; and Platinum at $50/month, with one county, up to 50 downloads, and emailed leads. Pricing and availability may change, so confirm the current offer before subscribing.

If you reactivate with the same email address, the existing account can remain in place rather than creating a separate account. If the signup appears to be creating a new account, verify that you used the original account email and contact support if access does not return after payment.

Returning customers with a previously approved or grandfathered rate: Do not select a new plan or update billing through the portal if it would replace your existing rate. Contact support at support@probatedata.com with the subject "Reactivate Account" and ask them to confirm the discounted rate before charging or reactivating the account.

How can I temporarily pause my monthly payments due to financial hardship?

A temporary hold may be available as a one-time courtesy. A hold can be applied as a credit for the approved billing cycles, with access and billing resuming on the next scheduled bill date after the hold. For example, a two-month hold covering May 12 and June 12 results in the next bill near July 12; a three-month hold covering April 2, May 2, and June 2 results in the next bill near July 2.

Request the hold before the applicable billing dates and confirm the approved months. The existing monthly rate remains unchanged during the hold; a temporary hold does not require accepting a rate increase.

When is my next billing date?

Log in to your account and go to https://app.probatedata.com/account/billing or just click on dashboard and you'll see your next bill date at the top

What should I do if I am not receiving emails from ProbateData?

Probate leads are generally offered once a month. Additional deliveries during the month may occur as a perk, but they are not guaranteed. On plans that send leads as they are uploaded, multiple emails may be delivered during the month.

First, check your email's Spam and Promotions folders. ProbateData emails may be filtered there instead of appearing in your primary inbox. Also confirm which email address is associated with your ProbateData account; the portal email and the billing/payment email may not always be the same.

You can still access recent emailed leads and alerts in the portal by logging in and clicking the bell icon in the upper-right corner. This shows the emails sent to you and lets you re-download the associated leads.

If you cannot find the emails or need to confirm or change the email address, contact support@probatedata.com with the email address you want to use. If your account has a past-due balance, it must be paid before the account can be reactivated and lead emails resume.

If you did not set up a password, or your login/reset email is not working:

Request a new password-reset or login email.
Check your inbox and spam folder for the message.
Use your account email address as your username. For example, if your account email is francesco.spagnuolo53@gmail.com, use that email to sign in.
If the link still defaults to an old account or does not work, email support@probatedata.com and request that the login or password-reset email be resent. Include the email address on the account so the correct account can be checked.

How can I contact support for assistance with my account issues?

Email support@probatedata.com with a description of the issue and the email address on your account. For login problems, request a new login or password-reset email, then check your inbox and spam folder. Support can verify whether the account is active and resend the email when needed.

2. BILLING, PRICING & TRIALS

What are your pricing plans?

Plan	Price	Includes
Standard	$147/month	3 counties - you get all cases sent to you each month, no limit. In addition you can download another 100 cases from inside your account on probatedata.com
Partners, like MTI	Varies	Same features, discounted for CPRES graduates. Please check with them
Trial	$1 for 7 days	Full access to test the platform for 7 days. Not alway an option, only available at certain times. Use the promo code "pd7" at checkout to get access for 7 days at $1

I signed up for the $1 trial but was charged the full amount. Why?

There are a few reasons this might happen:

You may have selected the wrong option: The $1 trial and full subscription buttons are near each other on the signup page. Double-check which you clicked.
Trial already used: The $1 trial is only available once per person/email. If you've used it before, you'll be charged the regular rate.
Error: If you're certain you selected the trial and were charged incorrectly, email support@probatedata.com with:
- Subject: "$1 Trial Billing Issue"
- Screenshot of your signup confirmation (if available)
- The amount you were charged

We'll review and refund if there was an error.

What does the $1, seven-day trial include, and what happens when the trial period ends?

The $1, seven-day Platinum trial includes:

Coverage for one county of your choice
The most recent leads emailed for your selected county
Access to the platform during the seven-day trial

After the trial ends, the membership continues automatically at the rate of the package you are trialing:
Deliver: $147/month
Prospect: $347/month
Commercial: $847/month

Why does it show $147 instead of $97? I'm an MTI graduate.

The $97 rate is exclusively for graduates of the MTI Education CPRES (Certified Probate Real Estate Specialist) program.
To get the $97 rate:

You need to have a promo code from MTI Education
Enter the code during signup at the checkout page
If you already signed up at $147, email support@probatedata.com with:
- Subject: "MTI Graduate Rate Request"
- Your MTI certificate or confirmation
- We'll adjust your rate going forward

Is there a way to get a lower price or discount?

MTI Education graduates: $97/month (see above)
Annual plans: Pay for 12 months, get two months free
Returning customers: Email support to ask about loyalty pricing

I see duplicate charges for my subscription. What should I do?

If you believe you were charged twice for the same subscription:

Email support@probatedata.com with the account holder's name and email address.
Include the charge dates, amounts, and a copy or screenshot of the relevant billing statement. Do not send full card details.
Ask support to review the billing history and confirm whether the charges were duplicate subscription charges or separate items, such as a past-due balance and reactivation for a new billing period.

If duplicate charges are confirmed, the resolution may be a credit applied to future billing rather than a refund. Confirm the agreed resolution and the next billing date. For example, a five-month duplicate-charge issue was resolved with five months of service credited going forward, with the next bill date moved to September 12, 2026.

How do I update my payment method?

Log in to the ProbateData Portal at probatedata.com.
Go to the Counties & Billing tab, or open https://app.probatedata.com/account/billing.
Click "Update Payment Method".
Enter your new credit card details.
Click Save.

Updating your card should not change your plan or download limits. If it does, contact support immediately.

If the card-update form in the dashboard does not save, use the payment or invoice link sent by ProbateData to update the card and pay any outstanding balance. A successful payment through that link can set the new card as the default for future automatic payments. If you still cannot update the card, contact support.

3. DOWNLOADS & THE "100" NUMBER EXPLAINED

What should I do if I'm not receiving leads for a county?

First, confirm which county your account is set to and search your inbox—including your junk folder—for the most recent email titled “Your ProbateData leads are here — [County]”. County leads are delivered by email whenever cases are processed, with no cap on the number of cases.

If the county is correct but no email has arrived, the county may be running behind on its end. Arizona counties have previously experienced processing delays, including Maricopa County; in that situation, delivery resumes after the backlog is caught up. Previously filed cases that are still available and have not sold on MLS may also be available as a backfill.

If you are still missing expected deliveries, contact support with the county name and check whether the county is currently experiencing a delay.

What should I do if there's a delay in obtaining filings from a county?

If filings are visible on the county website but have not yet appeared in ProbateData, the delay may be on our end while that county's filings are being processed. There may not be an immediate repair date; one reported delay was expected to be resolved in early January.

While waiting, search for historical leads in the platform so you can continue prospecting motivated sellers. County courthouse closures, including holidays, can also delay new records. Lead delivery is guaranteed at least once per month; gaps shorter than a month may occur, while delays exceeding a month should be investigated.

What should I do before my support meeting?

Before the meeting:

Set a password for your account if you have not already done so.
Select your ProbateData counties under the Counties/Billing tab.
Check your email and spam folder for the meeting confirmation and Zoom link. The confirmation may arrive as a Google Calendar invite.
If you do not receive a meeting link after scheduling, contact support before the meeting so a link can be sent.

Support contact: 562-421-3539 or support@probatedata.com.

What does "100/100" mean? Am I limited to only 100 leads?

This is one of our most common questions! Here's what that number means:
The "100/100" display shows:

First number: How many leads you've downloaded from inside your probatedata account in the current billing period. This does not include leads sent to you by email.
Second number: Your monthly allowance from inside the app

You are NOT limited to 100 leads total. You are limited to 100 downloads from inside the probatedata app.
Here's how it works:

You subscribe to 3 counties or more. Each time cases are added to our database that match your counties, we send you an email with those leads. Whatever gets filed, we send you. No limits
In addition: You get to log into your probatedata account and download another 100 cases ontop of what was emailed to you.
The 100/100 refers to what you can download from the platform in addition to what was emailed to you.
E.g. you subscribe to Los Angeles, Orange and Riverside in CA. In any given month there'll be around 350+ cases that get emailed to you in batches, when ready. In addition to those 350+ cases you may login to probatedata and download another 100 cases during that billing period.

If I download the same leads again, does it count against my limit?

No! Re-downloading leads you've already downloaded does NOT count against your limit. Feel free to download the same data multiple times if needed.

Do I need to click "Save to My Leads" or does downloading do that automatically?

Downloading exports the leads to a CSV/Excel and PDF file on your computer
"Save to My Leads" saves them to your account dashboard for later access

These are separate actions.

How often are new probate leads sent?

Leads are sent as they are uploaded and may arrive in multiple emails during the month. The general rule of thumb is about once a month, but timing varies by county and there is no guaranteed number of leads per month. The first batch is sent once available after signup.

For the portal, leads should generally be no more than one month old. If the latest available filings are more than one month old, contact support for assistance. You can also search for new leads in the portal.

Why does it say I've already downloaded leads when I haven't?

This can happen if:

You downloaded leads from the emails we sent you. We track your downloads from emails so that you can re-download them later if need be.
Downloading leads from emails sent to you does NOT count towards your monthly platform downloads

How do I see which leads I've already downloaded vs. new ones?

In your dashboard, look for:

Bell in upper right hand corner. Click it. You'll see a history of leads sent to you by email
In left menu bar click on "downloads" to see leads you have downloaded
When searching for leads on probatedata you will see "Lead Status" column in search results. Usually towards the right side. When you see a downward pointing arrow that means you already downloaded it. If you see an envelope icon that means you downloaded it from the email notification we had sent you. Sometimes you will see both.
When downloading from search results you have the option to include or exclude previously downloaded cases

4. HOW TO USE FILTERS & SEARCH

How do I filter leads by location/property type/date?

To filter your leads:

Once you have completed a search (picked your state, your county, date range)
Look for the **Modify Filter **button (top right, above search results table)
Available filters include:
- Date range: When the probate was filed
- County: Specific counties you subscribe to
- Many more. See this article for details https://howtouse.probatedata.com/en/article/how-to-use-filters-when-searching-for-leads-cubulq/

How do I find out-of-state Personal Representatives (PRs)?

Out-of-state PRs are often more motivated sellers. To filter for them:

Conduct your search - select state, then county, then date range
When search result is displayed click on "modify filter button" above the search results table
Scroll down towards Petitioner Filters section
Open it up
Scroll to "Exclude Petitioner State"
Enter your state abbreviation. E.g. CA for California
Hit search

Complete tutorial here: https://howtouse.probatedata.com/en/article/how-to-find-out-of-state-prs-3oipvy/

How do I search for a specific person or case?

Use the search bar at the top of your dashboard. You can search by:

Conduct your search - select state, then county, then date range
When search result is displayed click on "modify filter button" above the search results table
Select the section you want to use as filter
If you want to look up a case number just hit the magnifying icon at the very top right corner of your account. No need to do a general search first

Can I filter by estate value or asset level?

You can search by AVM value of the property. This is the estimated value of the real estate according to Core Logic.

Conduct your search - select state, then county, then date range
When search result is displayed click on "modify filter button" above the search results table
Click on "Market Status" section
Enter the value you look for in the AVM boxes.
AVM minumum = lowest property value
AVM maximum = highest property value
Hit search

5. COUNTY COVERAGE

Which counties do you cover?

We currently provide probate data for select counties across the United States.
To see our full coverage list: https://www.probatedata.com/counties
We're constantly adding new counties based on customer demand.

Do you cover [specific county]?

Check our coverage list at https://www.probatedata.com/counties If your county isn't listed, it means we don't currently have data for that area.
To request a new county: Email support@probatedata.com with:

Subject: "County Request"
The county and state you need
We track all requests and prioritize adding counties with high demand

Why don't you cover my county?

It is purely demand driven.

I signed up but my county isn't covered. Can I get a refund?

Yes. If you signed up and discovered we don't cover your area:

Email support@probatedata.com within 7 days
Include "Refund - County Not Covered" in the subject
We'll process a full refund

You used to cover my county but stopped. What happened?

Occasionally we have to pause coverage due to:

Changes in how the county provides data
Technical issues with data access
Low demand for that county

Email support to get status updates on your county.

6. MOJO DIALER INTEGRATION

Do you integrate with Mojo?

We don't have a direct automatic integration with Mojo, but you can easily upload your ProbateData leads to Mojo manually.

How do I upload leads to Mojo?

Step-by-step:

Download your leads from ProbateData:
- Go to your leads dashboard
- Apply any filters you want
- Click "Export" or "Download CSV"
Prepare the file for Mojo:
- Open the CSV in Excel
- Mojo typically needs columns: First Name, Last Name, Phone, Address, City, State, Zip
- Rename your columns to match Mojo's format if needed
Upload to Mojo:
- Log in to Mojo
- Go to your dialer/list section
- Click "Import" or "Upload"
- Select your CSV file
- Map the columns to Mojo's fields
- Start dialing!

Note: video and converter coming soon

Will leads automatically upload to Mojo when they come in?

Not automatically. You'll need to:

Download new leads from ProbateData when they arrive
Manually upload them to Mojo

We send email notifications when new leads are available so you know when to download.

Do you have a built-in dialer?

We do not have a built-in dialer. Most customers use external dialers like Mojo, Vulcan7, or others and upload their ProbateData leads.

7. MTI EDUCATION & DISCOUNT CODES

I completed MTI Education's CPRES course. How do I get my discount?

MTI Education graduates receive:

$97/month pricing (instead of $147)
60-day free trial

To redeem:

Go to https://app.probatedata.com/sign-up/platinum/pd_platinum_147
Enter the promo code in final step, at check, provided by MTI Education (check your email inbox from mtieducation or from us)
The discounted price should appear at checkout

If you don't have your code, contact us

Enter your code on the checkout/signup page in the field labeled "Promo Code" or "Discount Code."
If you already signed up without entering the code, email support@probatedata.com with:

Your MTI certificate or confirmation email
Your ProbateData account email
We'll apply the discount to your account

The $97 MTI price isn't showing. Help!

Make sure you:

Enter the code EXACTLY as provided (codes are case-sensitive)
Enter it during signup, final step at checkout

If it still doesn't work, email support@mtieducation.com

I'm getting a "500 Server Error" when I try to log in.

A 500 error means something went wrong on our end. Try these steps:

Wait 5 minutes and try again - it may be a temporary issue
Clear your browser cache and cookies
Try a different browser (Chrome, Firefox, Safari)
Try incognito/private mode

If it persists for more than 30 minutes, email support@probatedata.com with:

Subject: "500 Server Error"
What you were trying to do
Your browser and device type

I can't log in / forgot my password

Go to https://app.probatedata.com/login
Click "Forgot Password"
Enter your email address
Check your inbox (and spam folder) for the reset link
Create a new password

If you don't receive the email within 10 minutes, email support.

I signed up with the wrong email address. Can I change it?

Email support@probatedata.com with:

Subject: "Change Account Email"
Your current (wrong) email
The correct email you want to use
We'll update it for you

The site isn't loading / pages are broken

Try these steps:

Refresh the page (Ctrl+R or Cmd+R)
Clear your browser cache
Try a different browser
Check if the issue is on our end: [VERIFY - status page URL if you have one]

If problems persist, email support with screenshots.

9. LEAD QUALITY & DATA QUESTIONS

Are the phone numbers skip-traced?

Yes, all leads include skip-traced phone numbers when available. This means we search multiple databases to find current contact information for Personal Representatives.

Why do some leads show a death date of 01/01/1970?

This date appears when the actual date of death is not available in the probate filing. It's a placeholder, not an error. The probate case is still valid - the death date just wasn't recorded in the court documents.

Are these confirmed property owners?

The leads are from probate filings, which means:

A death has occurred
A probate case was filed
Property is included when you see the word "AVAILABLE" in the data we send you this is in Column . Or you see a green button "AVAILABLE" in the market status search results on our platform.

We check with Corelogic that there is a match between decedent name and name on title. We also check MLS to see if property was listed or sold since the filing date. Of both are true then we mark it as available. We check the MLS periodically for listing and sales status.

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Why have I been getting fewer leads lately?

Lead volume varies based on:

Seasonal patterns: Probate filings can fluctuate throughout the year
County processing: Some counties have delays in processing filings
Your filter settings: Check that you haven't accidentally filtered too narrowly

If you believe there's an issue, email support with your county and the date range you're concerned about.

How often do you update the data / send new leads?

We add new leads to select counties every week. Some counties every other week
We check the MLS status every 24 hours for the first 4 months after filing
After 4 months of filing date we check the MLS once a week
You'll receive an email notification when new leads are available for your counties
Log in anytime to download the latest data

10. CONTACT & HUMAN SUPPORT

I need to talk to a real person. What's your phone number?

Phone: 562 425 7157 Email: support@probatedata.com Hours: Monday-Friday, 9am-5pm PST
For fastest response, email us with details about your issue.

How do I reach a human instead of the chatbot?

We understand! To reach our human support team:

Email: support@probatedata.com - A real person will respond within 24 hours
Chat: Type "speak to a human" or "agent" and we'll connect you
Phone: 562 425 7157

What's the best way to get help quickly?