• Complete Probate Outreach Playbook for Real Estate Agents

  “While most agents compete for the 5% of homeowners who might sell this year, probate agents quietly dominate the 67% who must sell.” ⚡ 0) The Big Picture: Why Probate Real Estate Matters Probate = Inventory + Motivation + Certainty Probate is the court-supervised process of settling a deceased person’s estate. It almost always involves selling real estate — the estate’s biggest asset. Key facts: ⏱️ Typical timeline: 9–18 months (so properties must sell fast) 💸 Probate cosFeatured

• How to use probatedata support

  You have several options when it comes to support: Use this forum and look up help articles Chat with our chatbot in the lower right hand corner Email us at support@probatedata.com Need some onboarding or 1on1? Book time here with Michelle : https://calendly.com/michelle-mti-probatedata/30minFeatured

• How to approach historical prospecting

  How to Perform Historical Prospecting in Probate Data Understand the Value of Historical Prospecting Historical prospecting focuses on older cases (e.g., 12–14 months old) to identify properties still available for sale. Probate Data tracks MLS activity weekly, so you can pinpoint properties where the deceased’s name matches the title and the property has not been sold or listed. Set Up a Historical SePopular

• How to Find out of state PR’s

  How to Find Out-of-State Personal Representatives (PRs) in Probate Data Start a General Search Log in to your account and click on New Search. Select the state (e.g., California), the county (e.g., Los Angeles), and a filing date range (e.g., July 1 to July 31). Run the search to gather all filed cases for that period. Filter for Out-of-State PRs Click Modify Filters and navigate to thePopular

• How to use filters when searching for leads

  How to Modify Filters with Probate Data in Market Insight This guide walks you through the process of modifying filters to narrow down probate data searches, based on the video above. Follow these steps to refine your searches, customize views, and save them for ongoing alerts. Step 1: Start a New Search Navigate to the "New Search" option in the platform. Select your state (e.g., California). Choose the coPopular

• How To Use ProbateData Lead Cleanup GPT (Chatgpt) - UPDATE

  UPDATE - Dec 2025 You can now use this simple tool to convert probatedata files to csv files that are more compatible with your CRM, dialing and mail merge needs. Link to tool: https://pdcleanup.netlify.app/ Quick video walkthrough You cab still use the chatgpt tool below if you like. The new one is faster and better, though LINKPopular

• How to select your preferred counties

  How to Select Your Preferred Counties in Probate Data Log In to Your Account Access your account and navigate to the welcome screen. On the left-hand menu, select Counties and Billing to manage your plan. Select Your Counties In the Counties and Billing section, locate the option to choose your counties. Begin by selecting your state (e.g., CaliSome readers

• How to Import ProbateData Leads into Mojo Dialer

  How to Import ProbateData Leads into Mojo Dialer The Complete Step-by-Step Guide for Real Estate Agents & Investors Pro-tip --us this tool here. --You upload the probatedata file and it gives you back the file ready for mojo import. (https://jazzy-gnome-d45772.netlify.app/) If you want to geek out then read on.... How to Import ProbateData Leads Into Mojo Dialer (Full Guide) Updated specifically for ProbateData users Mojo DiFew readers

• How to search by city OR zip code

  How to Search by City or Zip Code in Probate Data Start a New Search Log in to your account and go to the dashboard. Click on New Search and select your state (e.g., California), then your county (e.g., Los Angeles County). Choose a filing date range (e.g., July 1 to July 31) and hit Search. Filter by City Click Modify Filters and navigate to Deceased Filters. Enter the city naFew readers

• How to tell the difference between alerts vs. leads

  Understanding the Difference Between Alerts and Leads in Probate Data Leads Delivery: Leads are emailed directly to your inbox for your preferred counties (e.g., Los Angeles or San Diego). Access: Open the email, click the provided CSV or PDF file, and download it instantly to your computer. Prospecting: No need to log into Probate Data; you can start working on leads immediately. *AlertsFew readers

• How Does ProbateData Work?

  In today’s competitive real estate market, having the right tools isn’t just helpful—it’s essential. 🏡 ProbateData is revolutionizing how real estate professionals find motivated sellers, making the process faster, easier, and more effective. Curious about how it works? Let’s dive into the details, explore what makes ProbateData unique, and uncover why it might just be the perfect fit for your business. What Is ProbateData? ProbateData specializes in delivering probate real estate leFew readers

• How to change your preferred counties

  How to Change or Add Preferred Counties Remove a Current County Identify the county you want to remove (e.g., Orange County). Select and delete it from your list of preferred counties. Add a New County Choose the state (e.g., California). Select the desired new county (e.g., San Diego County). Apply the changes to update your preferred counties. Understand Subscription Changes SwappiFew readers

• ProbateData Live Class

  Live Class Schedule This is the link you will bookmark for upcoming coaching calls: https://us02web.zoom.us/j/87692743943 Every other Monday starting at 9am PST/11am CT/12pm EST LINK FOR ALL MEETINGS: https://us02web.zoom.us/j/87692743943 Click here to check replay page and upcoming schedule.Few readers

• What is DNC ?

  What is DNC ? DNC stands for "do not call" and you'll sometimes find that next to one or more of the phone numbers of the PR's in the cases we make available. We pull this information from the federal do not call registry. You may choose to still contact them if you wish. We just provide the information so you can make your own decision.Few readers

• How to edit your CSV fields to make sure the data fits your needs

  How to Import Data from ProbiData into Your CRM Search and Download Data Perform a search in ProbateData: Select the state, county, and date range (e.g., August). Use filters to include only available cases with phone numbers and email addresses. Select all results and download the data as a CSV file. Alternatively, use the CSV file sent via lead emails. Prepare the CSV File Open the doFew readers

• How to download?

  To download cases in Probate Data view the below video: How to Download Search Results in Probate Data 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. SelectFew readers

• 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"Few readers

• The Probate Listing Advantage

  How to Secure Consistent Listings with Probate Real Estate Why Probate Outperforms Traditional Markets The Inventory Crisis Real Estate Agents Face: Only 5% of homeowners in traditional markets will sell within 12 months Rising interest rates (from 2-3% to 6-7%) have locked homeowners into their current mortgages Homeowners are reluctant to trade a 2% mortgage for a 6% one, even when life changes warrant moving Agents must cFew readers

• How to find the ProbateData Live Classes Schedule

  Go here: https://app.probatedata.com/live-classes to see the upcoming schedule.Few readers

• How to customize columns?

  How to Customize and Use Columns in Probate Data View and Understand Default Columns The default columns in search results include: Case ID Filing Date Property City and Zip Code Market Status (e.g., Available, Sold) Last Sale Date Lead Status Customize Columns Click on Customize Columns to access additional options. Move desired columns from the available list to the displayed liFew readers

• How to utilize and/or close your chat pop-up

  How to Use the Chat Bot on Probate Data Access the Chat Bot Locate the chat bot icon in the bottom-right corner of the screen. A yellow dot indicates the chat bot is ready to assist. Start or View a Conversation Click the icon to open the chat interface. View past messages or start a new conversation by typing your query (e.g., "How do I find leads with phone numbers?"). Send Your MessageFew readers

• How our pre-scrubbing process works

  How to Use Probate Data for Scrubbing and Skip Tracing Gather Data from Courthouse Records Probate Data collects information from filed petitions for probate at courthouses. Data includes property details, personal representative (PR) information, and attorney contacts. Note: Phone numbers or email addresses may not always be included in the filings. Scrub Data with Advanced Tools Names and addrFew readers

• How to find available property in the leads we send to your inbox

  How to Identify Available Properties Using Lead Emails from ProbiData Download the Leads Email Attachment Open the email from ProbiData containing your leads. Download the attachment in CSV format (or PDF, if preferred). Open and View the CSV File Open the downloaded CSV file in a spreadsheet program (e.g., Excel or Google Sheets). Adjust the column sizes for better visibility and highlightFew readers

• How to search by address

  How to Look Up an Address in Probate Data Start a New Search Log in to your account and click on New Search. Select the state (e.g., Florida) and continue to pick the county (e.g., Sarasota or Palm Beach). If you’re unsure of the filing date, select the entire year as a safe starting point. Hit Search to generate results. Use Modify Filters for Address Details Click on Modify FiltersFew readers

• How to look up individual cases

  How to Look Up an Individual Case in Probate Data Start a New Search Log in to your account and click on New Search. Select the state (e.g., California) and click Continue. If you know the filing date range, input it; otherwise, choose the current year or go back about a year to start. Enter the Case Number On the search results page, click Modify Filters on the right-hand side. ExFew readers

• How To Use The "LEADS" Tab

  How to Use the Leads Tab and Its Difference from Saved Searches in Probate Data What Is the Leads Tab? The Leads Tab is for saving and organizing refined lists of leads that you want to work on later. It allows you to save specific search results, revisit them, and download them as needed. How to Create a Lead List Perform a New Search (e.g., Nevada, Clark County, June 2023). Refine yourFew readers

• How to set-up alerts

  How to Set Up Alerts in Probate Data Start a New Search Click on the "New Search" option. Select a state (e.g., California) and continue to choose a county (e.g., Los Angeles County). Define a date range (e.g., from July to today) and hit “Search.” Apply Criteria to Narrow Results Use filters to specify the cases you want alerts for, such as: Status: Only cases marked as "Available" (e.g.Few readers

• Top 8 Real Estate Agent Probate Myths Debunked

  Top 8 Real Estate Agent Probate Myths Debunked Most real estate agents have heard of probate — but few actually understand how much opportunity it holds. Misconceptions about timelines, legality, or “awkwardness” keep many agents from tapping into what might be the most consistent and motivated seller niche in the industry. Let’s clear up the confusion and set the record straight. 1️⃣ “Probate takes years — there’s no point following up.” Not true. Most probate cases wrap up withinFew readers