Probate marketing · ForeclosuresDaily.com

Probate Marketing Scripts: Letters and Call Scripts That Respect Heirs

Good probate marketing sounds like help, not a sales pitch. Use these sample letter and phone scripts as a starting point to reach executors and heirs with care, and adapt them to your voice and your local rules.

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Probate Marketing Scripts: Letters and Call Scripts That Respect Heirs
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Search demand

What people search for

Probate marketing is a high-cost niche, so every letter and call counts.

90/moProbate letter
70/moProbate marketing
8,100/moExecutor of estate
720/moSelling a house in probate
$15.30Cost per click, Probate marketing
Sample letter

Sample first letter to an executor

Dear [Name],

I am sorry for your loss. I understand you may be handling the estate of [Decedent], including the home at [Address].

If it would help, I can share a free estimate of the home's value and explain your options, whether that is listing it, selling it as-is, or keeping it. There is no obligation.

Please reach me at [phone] whenever the time is right.

Respectfully,
[Your name]

Call script

Sample phone script

  1. Introduce yourself. "Hi, this is [Name]. I sent a letter about the home on [Street]. Is now an okay time?"
  2. Acknowledge the loss. "I'm sorry for your loss. I know this is a lot to handle."
  3. Offer help. "Many families want to know the home's value and their options. Would that be useful?"
  4. Listen. Ask what they are planning and what worries them most.
  5. Agree on a next step. A visit, a valuation, or a follow-up call at a time they choose.
Rules

Marketing rules to follow

Do Not Call

Check the National Do Not Call Registry before calling.

Texting rules

Federal rules limit automated calls and texts. Get consent where required.

Tone

Never pressure, never imply urgency you cannot back up.

Related: probate real estate leads, pre-probate leads, inheritance leads, and the probate real estate guide.

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FAQ

Probate marketing scripts: FAQ

When should I send the first probate letter?

Many professionals wait a few weeks after the case opens, out of respect for the family.

How many letters should I send?

A short series over a few months works well, spaced out and always polite.

Can I text executors?

Only if you follow federal and state rules, which may require prior consent.

Scripts are examples, not legal advice. Check federal and state marketing and contact rules before outreach.

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