How to pitch to attorneys?

Question

Hi all,

I'm making a list of attorneys I want to approach for referrals who specialize in wills and estates, divorce, bankruptcy and among others. Main idea is lead generation if they have clients who need to sell a house the attorneys can refer them to me and in return i can pay $1000 if we close on the house.

What pointers you guys can give me on how to approach them?

April Crossley · Answer

Get creative :) To get to the attorney you need to get past the bulldog that guards them... aka- the administrative staff that filters through their mail, etc.  SO.... you need to meet them at networking meetings, get connected through someone that knows them OR send them a super creative mail piece that looks like a personal piece of mail (like from a family member or wife, or gf).  Basically, you can't just send them mail. It needs to be some sort of package. And your letter needs to focus on how you are going to benefit them and their clients. $1,000 to them to close might actually be a conflict of interest or something bc of the clients they are working with.  Focus on how your service as an investor is beneficial to them. What can you provide them and their clients that a realtor cannot. I did this exact thing and had a meeting with 10 attorneys in one week.

Mark Pedroza · Answer

Thank you @Timothy Murphy III

One of the main reasons for me to get my real estate license. It would give me more credibility as a professional to help attorneys and their estate clients reach Final Distribution.

http://codes.findlaw.com/ca/probate-code/prob-sect...

As an heir myself at one time, the administrator (step-mother) I felt was dragging her feet.

But the probate process can be time consuming with delays due to court-mandated paperwork not filed properly.

Or the lead attorney for the estate (there were 4 involved) not communicating in a timely manner.

And/or it can come down to money disbursement. Administrator had to settle the estate with 9 children including myself.

Timothy Murphy III · Answer

Focus more on the benefit to the attorneys than a referral fee (which depending on the specifics, may be prohibited by the state bar's code of ethics). Most attorneys I know are overworked and just want things dealt with, without a lot of extra hassle. If you have connections with a probate attorney that sometimes needs to get a property sold, my assessment is that you'll be most attractive if you're able to close quickly and without much hassle. Keep in mind that it's the heirs of the estate and not the attorney himself who is the final decision maker, so you may have some unpredictable human element from deal to deal, even with the same attorney.

April Crossley · Answer

@Jeet Sangha I did one mailing and met with 10 attorneys in 1 week. So yeah.. my phone was ringing off the hook.

Christopher Blanco · Answer

Be careful with offering a fee/stipend if they bring you a deal. I don't know about California, but in Ohio that is illegal .

Jeet Sangha · Answer

Thanks, @April Crossley

I was thinking of just walking in their firms and make a pitch. I suppose mailing a creative letter is a great idea. You are correct they can't accept referral fees I've just found that out.

Have you had any leads from it yet?

How to pitch to attorneys?

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