Pre Probate Inherited Lists

In this post, I wanted to highlight the distinctions between ‘pre-probate lists’, known in some parliaments as inheritance lists, and a courthouse-compiled list of probates. I can’t say one is superior over the other – taking a more balanced view, nothing is a panacea and each set of data has its advantages and disadvantages. With...

Probate Marketing Letters

Once you obtain access to a list of families tasked with settling an estate, inevitably the question is what to do with it and make the data actionable. Probate marketing letters will get your message out to executors, administrators and trustees, but the messaging has to be crafted right. First, some context. From our...

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