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20 Probate Phone Scripts with Voicemail and SMS Versions to Ignite Your Marketing in 2026 and Beyond

Check out 20 scripts, including voicemails and SMS templates, to help you ignite your PR outreach in 2026 and beyond.

Even though we call them scripts, we always advise to get creative rather than blindly copying them and plugging them in into your probate marketing. Don’t be afraid to change parts that do not resonate with you or the ones that do not fit your personality.

As always, please follow local and federal laws, including CAN-SPAM act and avoid contacting probate petitioners who are on the Do Not Call list.

1. The Soft Introduction
📞 Phone Script:
Hi, is this [Heir’s Name]? My name is [Agent Name], and I’m a local real estate professional who specializes in probate situations. I understand this may be a difficult time for you and your family, and I want to be respectful of that. I’m reaching out only because I help families navigate the process of handling inherited properties—whether you’re thinking about selling or just need guidance. I’d be happy to provide a free probate checklist or answer any questions—no obligation.

📬 Voicemail Version:
Hi, this is [Agent Name], a local probate real estate specialist. I know this might be a tough time, so I just wanted to say I’m here to offer help—no pressure at all. If you ever want to explore your options with the property, even just to ask questions, I’d be happy to chat. You can call or text me anytime at [Your Number].

💬 SMS Version:
Hi [Heir’s Name], this is [Agent Name]. I help families w/ inherited property in probate. If you ever need info or help re: next steps w/ the home, I’m here as a free resource. Happy to text or chat. – [Your Number]

2. The Local Expert with Empathy
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name], and I live right here in [City]. I work with families going through probate and know firsthand how overwhelming the process can feel. I just wanted to introduce myself and offer any support or guidance you might need with the property involved. Whether you’re months away from making a decision or just need someone to walk you through the options, I’m here to help.

3. Focus on Options, Not Sales
📞 Phone Script:
Hello [Heir’s Name], I’m [Agent Name], and I specialize in helping heirs manage inherited properties. I’m not calling to sell you anything—just to let you know that there are multiple ways to handle a home in probate: keep it, rent it, sell it, or transfer it. My goal is to help families like yours understand all their options before making any big decisions. Would it be helpful if I emailed you a short guide I use with other families?

4. The Value Provider
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name], and I help California families who are managing probate estates. I have a free resource I offer called the ‘Probate Property Checklist’—it walks you through all the real estate steps heirs usually face. No pressure at all; just thought it might be helpful. Would it be okay if I emailed or mailed you a copy?

5. The ’We’ve Helped Others’ Approach
📞 Phone Script:
Hi [Heir’s Name], I hope I’m not catching you at a bad time. I’m [Agent Name], and I specialize in probate property support. I recently helped a family in [Nearby City] who were in a very similar situation—handling an inherited home and unsure about the next steps. I was able to guide them through it smoothly and save them a lot of time and stress. I’d love to offer you the same support if it ever becomes helpful.

6. The Question-Based Approach
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name]. I know this call may feel unexpected, but I specialize in probate real estate and often speak with families who’ve inherited property. Can I ask—do you already have a plan for the property, or are you still weighing options? I’d be happy to provide some guidance if you’re open to it.

7. Working with the Attorney
📞 Phone Script:
Hi [Heir’s Name], I’m [Agent Name], a local probate real estate specialist. I often work directly with probate attorneys to help clients like you handle the real estate side of things—everything from paperwork to property cleanout to sale. I don’t want to intrude, but if you’d ever like a second set of eyes on the property’s value or selling strategy, I’m happy to help.

8. A Gentle Follow-Up
📞 Phone Script:
Hi [Heir’s Name], it’s [Agent Name] again. I reached out a little while back regarding the property tied to the probate case. Just wanted to let you know I’m still here if you ever want to talk about options. No rush, and no pressure—just a free resource if and when the time is right.

9. Offer of Help, No Strings
📞 Phone Script:
Hi [Heir’s Name], this is [Agent Name]. I work with families in probate and wanted to let you know that if you ever have questions about timelines, property value, or just what comes next, I’m happy to provide answers. No strings attached—I just know how many moving parts there are during probate, and I enjoy being a helpful guide.

10. The Listener’s Approach
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name]. I specialize in helping families with inherited homes. But before I say anything else, I’d really love to hear where you are in the process. Would you mind sharing a little bit? I’ve found that listening first often helps me understand how I can best support families like yours.

11. I’m Not Calling to Sell You Anything
📞 Phone Script:
Hi, [Heir’s Name], my name is [Agent Name], and I want to assure you right away—I’m not calling to sell you anything. I specialize in helping families who’ve inherited property navigate their options, whether they plan to keep the home, sell it, or something in between. I know you’ve probably had a lot of people reach out. I’d just like to offer a free guide I put together to help families understand what’s involved in the real estate side of probate. Would that be useful to you right now—or later on?

12. I’m Here When You’re Ready
📞 Phone Script:
Hi, this is [Agent Name]. I understand this may not be the right time to talk. I work with probate estates and simply wanted to introduce myself. I’ve supported many families through this process—sometimes just with info, sometimes with hands-on help. Even if you’re not ready now, I’d be happy to check in down the road if that’s okay with you.

13. Out-of-Town Heirs
📞 Phone Script:
Hi [Heir’s Name], I noticed the estate involves a property in [City], but many times heirs don’t live nearby. If that’s the case for you, I just wanted to let you know that I work with out-of-town heirs often—handling everything from coordinating clean-out to managing the sale. I take care of the details so families don’t have to travel unless they want to. Would it help if I sent you an overview of that process?

14. I’ve Been in Your Shoes
📞 Phone Script:
Hi [Heir’s Name], I hope it’s okay I called. My name is [Agent Name], and I help families with inherited properties. I actually went through this myself when my [relative] passed away, so I understand how emotional and confusing it can be. That’s why I’ve made it my mission to be a real estate resource for others going through probate. Is there any aspect of the property you’re currently unsure about?

15. I Can Just Be a Backup Plan
📞 Phone Script:
Hi [Heir’s Name], I know you might already have someone in mind to help with the house—or maybe not yet. Either way, I’d be happy to be your backup option. I specialize in probate sales and can offer a no-cost second opinion or just walk you through how the process works in California. Would that be helpful down the line?

16. It’s Okay to Be Overwhelmed
📞 Phone Script:
Hi [Heir’s Name], I’m [Agent Name], and I know from experience that probate can feel like a second full-time job. I’m calling simply because I work with families during this time—not just on selling, but also organizing, coordinating, and clarifying what needs to happen next. If you ever feel overwhelmed or unsure what to do with the property, I’d be happy to lend a hand or send over a checklist.

17. Would You Like to Delay Selling, but Still Prepare?
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name], and I specialize in real estate related to probate. I work with a lot of families who don’t want to sell right away—but want to make sure they’re not missing any deadlines or losing value by waiting. If you’d like, I can give you a free property review and a timeline so you can plan ahead at your own pace. No pressure.

18. No Cleanup Necessary
📞 Phone Script:
Hi [Heir’s Name], I help families sell inherited homes in as-is condition—no clean-up, no staging, and no up-front costs. I know dealing with personal belongings can be emotional, and I have teams that help with that, too. If you decide to sell, just know you don’t have to do it alone—or do everything yourself.

19. Most People Have Never Been Through Probate Before
📞 Phone Script:
Hi [Heir’s Name], my name is [Agent Name], and I work exclusively with families in probate. Most of the people I talk to say this is their first time handling an estate. I offer a quick, no-obligation phone session to walk through what’s expected from the real estate side. It’s free, and just a way to answer questions and help you feel more in control. Would that be of interest?

20. I Can Also Help You Not Sell
📞 Phone Script:
Hi [Heir’s Name], you may not be looking to sell the property at all—and that’s perfectly okay. I often help heirs figure out whether it makes more sense to rent, refinance, or transfer the home to a family member. I’m not just here to list homes—I’m here to offer options. Would you like to explore some of those?

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