How to download?

To download cases in Probate Data view the below video:

How to Download Search Results in Probate Data

1. Perform a Search

• Go to New Search or select a past search from Saved Searches.
• Choose the state (e.g., California), county (e.g., Los Angeles), and date range (e.g., April 2023).
• Apply filters (e.g., only “Available” cases) by clicking Modify Filters and running the search again.

2. Select Records to Download

• Adjust the number of records displayed per page (e.g., 10, 25, 50, or up to 500).
• Select individual records, all records on the page, or click Select All to choose all records in the search (e.g., 174 total results).

3. Choose Download Format

• Click Download, and choose one of the following formats:

• CSV: A spreadsheet file ideal for CRMs, mail merges, or dialers.
• PDF: Displays one lead per page, useful for printing or viewing.
• Both: Downloads as a ZIP file containing both formats.

4. View or Use the Downloaded File

• Open the file once the download is complete:

• CSV: Open in Excel or Google Sheets to sort, filter, or upload data.
• PDF: Open to view details, with each lead presented on a separate page.

Summary: Use the download options in Probate Data to obtain search results in formats tailored to your needs, whether for digital management (CSV) or easy reference (PDF).

Updated on: 09/07/2025