Questions About Proper Handling of Probate Leads

[Jeff G.]

Hello BP Family,

First, I know that the fiduciary is often a lawyer. Those of you who work probate leads a lot, do you expect your mailings get blown off and tossed in the trash before the next of kin actually sees it?

Second, is calling the fiduciary directly (next of kin or lawyer) bad form?

Third, is it worth the expense of mailing the next of kin directly, if I can find their actual home address AND the lawyer as well?

Fourth, I'm sure there are several answers to this but for those of you who have been doing this for a while is there anything that you find is a fairly optimal follow-up sequence with direct mail?

~Jeff