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Updated over 7 years ago on . Most recent reply
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How to approach a Probate Attorney without seeming insensitive?
A death in the family is a very delicate time for anyone. I have gone back and forth in my mind on whether or not I am being insensitive for seeking out Probate leads (the last thing I want, is to seem like a vulture preying on the misfortunes of others). I came to the conclusion that as long as I am offering a solution to a problem, there isn't necessarily anything unethical about it.
That led me to a couple of questions:
-How do I properly approach a Probate attorney without being turned away as an insensitive vulture, out to get his/her clients?
-If I do receive leads from said Probate attorney, how do I approach the family?
I feel that this is a very delicate subject to be pursuing, so any and all advice is greatly appreciated!
Allan
Most Popular Reply
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Keep in mind, the person doesn't die and the family runs to the probate attorney to open probate while the body is still warm. Usually there's a lag of weeks to even months. From my experience, the ones that get opened ASAP usually have issues and heirs fighting over money. I market directly to the PR and skip the attorney. Why, because the PR is the one making the decision. Most attorneys usually have a realtor golf buddy friend to refer leads to. My letter is basic and addresses that I saw they were the PR or an estate and here's what I can do. Don't over complicate it and don't get overly emotional about it. Most people realize it's part of the dying process. I don't offer condolences because, again, it's probably been months since the person died. Now if you're targeting obituaries, that's a different ball game :)