Probate Leads And Education

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Search and download up-to-date probate leads
PLUS: Hours of educational videos by seasoned probate attorney
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Database updated daily with cases sourced directly from each probate court
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Advanced search filters make farming in your selected area a breeze
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Download probate cases to CSV or PDF for prospecting / mail merge
Start your 7-day trial today and test-drive the most user-friendly probate platform
Starter
$69/month
  • No setup fee
  • Video library: Learn probate directly from the #1 probate attorney
  • Probate leads (11 counties: LA, Orange, Sacramento, San Bernardino, Riverside, San Diego, Alameda, San Francisco, San Joaquin, San Luis Obispo, and San Mateo)
  • Immediate email notifications of new probate cases in your farm area
  • Data updated daily
  • Unlimited probate search
  • 250 monthly case downloads
  • Built-in CRM
Start FREE trial
7 days free, then $69/month
Best Deal Pro
$99/month
  • No setup fee
  • Video library: Learn probate directly from the #1 probate attorney
  • Probate leads (11 counties: LA, Orange, Sacramento, San Bernardino, Riverside, San Diego, Alameda, San Francisco, San Joaquin, San Luis Obispo, and San Mateo)
  • Immediate email notifications of new probate cases in your farm area
  • Data updated daily
  • Unlimited probate search
  • Unlimited trust search
  • 500 monthly case downloads
  • Built-in CRM
Start FREE trial
7 days free, then $99/month
Ultimate
$139/month
  • No setup fee
  • Video library: Learn probate directly from the #1 probate attorney
  • Probate Leads (11 counties: LA, Orange, Sacramento, San Bernardino, Riverside, San Diego, Alameda, San Francisco, San Joaquin, San Luis Obispo, and San Mateo)
  • Immediate email notifications of new probate cases in your farm area
  • Data updated daily
  • Unlimited probate search
  • Unlimited trust search
  • 900 monthly case downloads
  • Built-in CRM
Start FREE trial
7 days free, then $139/month
Attention
California Assignment Companies!
Probate Money offers invaluable beneficiary data to assignment companies and anyone whose business requires complete, timely probate petition data. Our regular subscription plans DO NOT include beneficiary information; this program is available only as a corporate subscription. New members are approved on a case-by-case basis.
 
To learn more and apply for access, please call (747) 666-8376 or email vee@probatemoney.com.
 
Top program benefits:
  1. Crucial probate petition data, including beneficiary contact information.
  2. Reliable, searchable web-based system.
  3. Unlimited data export in CSV format.
  4. Access to a team of skilled web developers ready to design custom data flows that fit your organization’s needs.
  5. Built-in checks against the Do-Not-Call list.

Probate is often called the most evergreen and the least competitive niche in real estate. Many real estate professionals stay away from probate mistakenly thinking that it’s too complicated, needs court supervision, and takes "forever" to close. In fact, if you take some time to familiarize yourself with the basics of the probate process and choose to work with a seasoned attorney, probate is about as complicated as a regular real estate transaction.

In most cases, heirs in probate or trust are the most motivated sellers you’ll ever meet. They usually don’t intend to live in the property and since it’s most likely their first time dealing with the inheritance, they need help and guidance of a real estate agent. 

Probate also presents excellent opportunities for buyers (especially investors). Sadly, no one escapes death, so no matter the economic conditions or a season, there are always going to be new probate cases. If you’re looking for an evergreen list of off-market properties, probate should be on your radar. 

Like any other business opportunity, a search for prospects starts with high-quality leads. This is where Probate Money comes in. The lead program was initially reserved for attendees of the probate seminar presented by Paul Horn. Paul is the only probate attorney in California to have a Probate Certification course approved and facilitated by the California Association of Realtors.

As the popularity of the seminar grew, so did the demand for high-quality probate leads. This is how the advanced probate case search application was born. 

FEATURES YOU’LL LOVE AT THE PRICE THAT WON’T HURT YOUR WALLET:

  • Probate cases in 11 California Counties. Currently, we offer probate cases in Los Angeles, Orange, Sacramento, San Bernardino, San Luis Obispo, Riverside, San Diego, Alameda, San Francisco, San Joaquin, and San Mateo Counties. 
  • Probate video library. Videos on the probate process by the #1 probate attorney. 
  • Three plans to choose from. All plans offer the same amazing features; the only difference is the Pro and Ultimate Plans allow more downloads as well as access to LA County trust cases.
  • Updated daily. We update our database every single day as new probate cases are released (except weekends).
  • No-risk 7-day trial. Test-drive the system absolutely risk-free. While we do require a credit card to sign-up, your card will not be charged until the end of the trial.
  • User-friendly interface. Forget clumsy Excel spreadsheets and slow systems riddled with errors. Probate Money is lighting fast and very easy to use.
  • Cancel any time. Cancel any time by simply logging into your account and canceling your free trial or a paid plan. We would never make you call and listen to our sales pitch before canceling.

START your free trial

How often do you update your probate case database?
We update our database daily (except weekends).
Do I need a credit card to sign up?
Yes. While we offer a free 7-day trial, a valid credit/debit card is required to sign up. Your card will not be charged if you cancel prior to trial expiration. If you do not cancel, your card will be charged once the trial is over for the first month of service. You can still cancel your plan at any time.
Is it safe to give my credit card information?
Yes! We do not store your credit card information. Instead, we use an industry-leading service called Stripe. Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1. This is the most stringent level of certification available in the payments industry. All card numbers are encrypted at rest with AES-256. Decryption keys are stored on separate machines. For more information on card security, you can visit https://stripe.com/docs/security/stripe
What's the difference between the plans?
All plans offer the same features, except Pro and Ultimate provide access to trust search, in addition to probate case search. Also, Pro and Ultimate have larger case download allowances -- 500 and 900 monthly downloads respectively, compared to 250 monthly case downloads offered by the Starter Plan.
What is a download?
You can search and view unlimited number of probate cases. However, you may want to download some of the cases to your computer as a CSV (great for mail merge campaigns) or PDF. Each downloaded case counts as a "download" against your quota.
Why can I only download 2 probate cases during my 7-day free trial?
Our free trial offers the full functionality of a paid account, including unlimited search and view. We do, however, restrict your downloads, which are limited to 2 cases. We believe that 2 cases are sufficient to test-drive the functionality of downloading a case. If you need more downloads, we assume that you're ready to start using the leads to solicit probate business, which would require a paid account.
Read More
Jane LaTrace Realtor
Jane LaTrace
InStructure Real Estate Group Inc.
I attended one of Paul Horn’s probate seminars at the Greater Los Angeles Association of Realtors in 2016 and learned so much! I then decided to purchase probate leads through which I have been able to obtain new clients from.
Gio Alegrado realtor
Gio Alegrado
Del Rosario Realty
The Probate Money service has been the simplest and most effective lead source for probates. I have utilized other systems in the past and I have found that Probate Money fits my requirements to a tee. One of the main features I like is that the leads are sent in real-time instead of in batches. This allows me to do more research and screen leads effectively. Another very helpful feature is the ease of use of the built-in lead management system. Additionally, I like the fact that you can create customizable folders to help in the categorization of leads. Lastly, the very best feature is the monthly cost of the service. I was paying 5x more for other lead systems in the past with fewer features and more complicated to use. Thanks for offering such a great lead service for the probate space!
Bill Gross realtor
Bill Gross
eXp Realty Beverly Hills
I have used Probate Money for almost 4 years, both as a source of data and as a great presentation of the case information to my prospective client or attorney. It is a great interface to access probate filings and the related information to be effective in soliciting business.
Danny Gomes Realtor
Danny Gomes
Legacy Realty Partners
Probate Money has been able to help us to get our probates and trusts as well. Out of the 76 transactions we've done, 40 were mostly probates and trusts. Probate Money has been able to provide us with alerts, so when things come in, they are giving us the correct information versus some of these other providers out there. So, if you are thinking of working with some source trying to get probates, I think Probate Money is the way to go.
Karina Chavez
Century 21 All Stars
I worked with Probate money from day one. It’s easy to use, and I get daily emails and updates on new filings. Tech support is always helpful and accessible.