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Updated over 10 years ago,
Uploading probate lists - getting names right?
I think I've got a pretty good list of probate leads now, and I want to use a commercial service (yellowletters.com or click2mail) to send them off, but I can't seem to get a clear answer about the best way to upload the list and have the names of the estate or executor look ok (sometimes both are in the same field) while not having to manually edit hundreds of leads. I know probate leads are very sensitive, and I think it could be a deal killer to get names wrong or (as one company suggested) address people simply as "homeowner".
I appreciate any advice. Thanks so much.