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Pre-Probate

What is Pre-Probate?

Properties flagged with a deceased owner (pre-probate) often signal upcoming transitions, even before probate is filed. Many heirs live out of the area or are unprepared to manage the property, making these homes more likely to be sold. By identifying them early, you can connect with families before outside pressures mount.

The Right Audience

Properties where the primary owner is flagged as deceased. These often overlap with aging homes, absentee heirs, or vacant status— strong signals that a sale is the most likely outcome.
Deceased?: Yes Est Equity %: 30+ Listed for Sale?: No

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The Right Message

Approach with empathy and discretion. Avoid directly referencing the owner’s passing—instead, focus on offering support with property transitions. Messaging should emphasize ease, privacy, and flexible solutions for heirs managing an unexpected responsibility.

Key Themes

Help settling estate property transitions
Support for heirs managing from out of town
Guidance to preserve value and reduce stress

Calls to Action

Let’s review simple options for your inherited property
Schedule a confidential consultation when you’re ready
See how to protect property value during transitions

Browse Pre-Probate Templates in our Marketplace

Outreach Channels

Start with direct mail addressed carefully to “Estate of [Owner Name]” to ensure delivery without discomfort. Follow with phone outreach if heir contacts are identified|and use email when addresses are available. Timing and tone matter—avoid aggressive outreach.

Recommended

Direct Mail
Phone Outreach

supporting

Email Marketing

Measuring Success

Track number of deceased-flagged properties contacted, consultations booked with heirs, and deals secured before probate or public listing. Success is measured by early engagement and conversion of estate- owned properties.