Personal Representative: Probate

One of the hardest things for new Probate investors to do is to make the follow up phone call to the Personal Representative after the letter has been sent. Here are some easy steps to follow.

First of all, just think of it as a call to a soon to be friend. Just a little conversation between two folks who have something in common. They have a house they need to sell and you may have an interest in buying it. The word “may,” was used because after talking with some of the PR’s, you may NOT have any interest.

This is the beauty of this business. You get to pick and choose who you work with. People who show a lot of attitude, aggression, stubbornness and just downright negativity don’t make the cut. Sorry, bub, I don’t go there! Next!

So don’t look at the call as a “do or die” business call – just a friendly little chat.  All you are calling for is to see if they received your letter. Remember?

“Hi Mr. Personal Representative. This is Sue Chandler calling and I just wanted to make sure you received the letter I mailed to you last week.”

Nine times out of ten the response will be “What letter?”

“Oh, the letter about the house over on 125 River Road.”  ”Oh right! Yea, I got it. How much are you going to give me for the house?”

“Well, Mr. Personal Representative, I can’t really tell you until I can take a look at the inside of the house. Would you have some time later this week that I could take a look it or would next week be better?”

That’s it folks – end of story. You now have the complete script for the follow up call.

If the PR asks more questions, nine out of ten answers are, “Well, I really can’t say very much until I look at the inside of the house. Would this week be OK, or what time would fit your schedule better?”

Remember, you are telling the exact truth. You really cannot tell the PR much of anything as you have not inspected the house, right? So don’t make it any more complicated than that.

Now, one last comment.

Notice the opening sentence is about the letter. Not about the death of a loved one – not about a house – not about an offer – just about the letter. By focusing on the question, “Did you receive my letter?” you sidestep a ton of emotion. No need to offer condolences or to even discuss the death. That’s it.

By following these suggestions, you can get your appointment without a lot of grief.

Just keep it simple.