How do I approach a homeowner in pre-probate without being intrusive?

There are many methods, but here are two respectful ways to approach pre-probate leads, depending on your comfort level: 

These leads are often tied to a recent death, and sensitivity is critical. You can express condolences and offer your expertise in helping families through transitions—without getting too personal, or pressuring them to act quickly. 

You might say: 

“I’m so sorry for your loss. I work with families in times of transition and understand that handling a loved one’s affairs can be overwhelming. If there’s property involved and you ever need help understanding your options, I’m here to support you at your pace.” 

This approach: 

• Acknowledges the emotional weight of the situation 
• Positions you as a resource, not a salesperson 
• Builds trust through empathy and professionalism 

If you prefer a less direct approach, center the conversation around planning and information: 

You might say: 

“Many families are surprised by how complex managing property can be after a loved one passes. I specialize, beyond just a transaction, in helping people understand real estate options and next steps, including working with estate attorneys and coordinating property-related logistics, maintenance, and more.” 

This method: 

• Keeps the tone informative and supportive 
• Avoids discussing the death directly while still offering relevant help 
• Makes it clear you work with trusted professionals in the estate process 

Updated on: 23/07/2025