7 Steps To Building Successful Relationships with Probate Attorneys

Each Thursday, I host a live call to talk about all things probate real estate. Listen to this episode below, or click here to join us on our next call.

In the world of real estate, one of the most promising niches is probate business. Working with attorneys in this area can open up a wealth of opportunities for real estate agents. However, to build lasting relationships with attorneys and become their go-to real estate expert, one needs to adopt certain strategies. In this blog post, we will explore some essential tips on how to effectively work with attorneys and create mutually beneficial partnerships.

1. Establishing Professional Relationships:

The foundation of any successful collaboration is a professional relationship. When dealing with attorneys, it is crucial to approach every interaction with the utmost professionalism. Dress appropriately for meetings, be punctual, and communicate formally via emails or phone calls. Respect their time and their expertise while conveying that you are a reliable and knowledgeable real estate agent.

2. Learn About the Probate Process:

To effectively assist attorneys in probate matters, it is essential to have a deep understanding of the probate process. Familiarize yourself with the legalities, documents, and roles involved. Be proactive in educating yourself about the intricacies of probate and seek opportunities to learn from attorneys themselves. Having a firm grasp of the process will elevate your credibility and value in their eyes.

3. Offer Expertise on Real Estate Matters:

Showcasing your expertise is crucial in building trust and credibility with attorneys. Whenever possible, provide valuable insights and advice on real estate matters without crossing into the territory of legal advice. Proactively assist them with property-related documents and demonstrate your proficiency in the real estate industry.

4. Respect the Attorney's Legal Advice:

Remember, you are a real estate expert, not a legal expert. Show respect for the attorney's legal advice and avoid giving legal counsel or interpreting legal documents for clients. Instead, focus on providing real estate solutions and support to attorneys as they navigate the legalities.

5. Communicate Regularly:

Effective communication is the key to any successful collaboration. Stay in regular contact with attorneys, updating them on the progress of properties or any market insights relevant to their cases. Be prompt in responding to their queries and maintain an open line of communication to foster a strong working relationship.

6. Provide Property Market Insights:

Attorneys appreciate being kept informed about the market status of properties relevant to their cases. Offer regular updates on property values and market trends to help them make informed decisions in their probate proceedings.

7. Be Available for Property Assessments:

Demonstrate your commitment to supporting attorneys by offering to drive by properties and providing valuable information about the condition and surroundings. Assure them that you can access a network of real estate experts across the country, making it easy to assess properties anywhere, anytime.

Building effective relationships with attorneys in probate business is a strategic move for real estate agents. By adopting these key strategies and demonstrating professionalism, expertise, and consistent communication, you can position yourself as the go-to real estate expert for attorneys. Remember, mutual respect and collaboration are essential ingredients in nurturing fruitful relationships that can lead to long-term success in this specialized field of real estate.

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Want to listen to the episode this newsletter is based on, or level up your probate business? Check out my podcast, Probate Weekly, available wherever you listen to podcasts.