The Program
Are you a Private Professional Fiduciary or an Attorney new to Probate and Trust?
Our program has been designed to help you grow your business, excel, and build your team to support you in real estate sales, business development, and technology.
Real Estate and Business Development Courses
Business Development Courses:
- Marketing and Business Development to Grow Your Trust and Estate Business (for Fiduciaries only)
- Embracing Technology to Grow Your Trust and Estate Business
- Embracing Project Management to Grow Your Trust and Estate Business
Technology Development Courses:
- Developing custom software for your growing fiduciary business
- Developing custom software for your growing probate and trust legal practice
Real Estate Courses:
- An In-Depth Look at the Probate Process
- Pre-Marketing Strategies for Probate and Trust Properties
- Valuation of Real Estate
- Handling of Occupied Properties - Cash for Keys and Evictions
- Handling of Vacant Properties - Getting the Properties Ready for Market
- Real Estate Disclosures in a Probate and Trust Transaction
- Marketing Probate Properties
- Probate and Trust Specific Terms in Purchase Agreements
- Offer Management in Probate and Trust Transactions
- Closing and Settlement in Probate and Trust Transactions
- Introduction to Real Estate
- Introduction to Real Estate Finance
- Introduction to Real Estate Property Management
- Introduction to Real Estate Auction
- Introduction to Residential Leasing
- Introduction to Commercial Leasing
- Introduction to 1031 Exchange
- Introduction to Real Estate Investing
For an overview of each of these courses, click here.
Modes of Instruction
Available Modes of Instructions:
- Virtual: either one on one or team Zoom sessions
- In-person: at your office, either one-on-one or a team training session
For Fiduciaries and Attorneys
New to Probate and Trust? Have a specific real estate related situation that requires clarification or a strategy?
Contact us for a private and confidential session to cover the topics that would elevate your expertise in our industry.
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