California Campaign · Tier 2 · Life-Event
Compliance-managed

Pre-Probate & Inherited Property

The earliest and gentlest contact with California heirs.

The softest touch in the library. This campaign reaches heirs connected to a California property early, offers information rather than services, and waits. Members verify they are addressing a living heir before any outreach is sent.

Included with membership

Who this reaches

The homeowner signal behind it.

People likely connected as heirs to a California property where no probate case has been opened yet. Records at this stage are incomplete by nature, which is exactly why verification comes first.

Everyone on the list is a real household in your market, reached in plain language. We describe the situation, never a person's private business.

How we help you run it

Done for you, under your name.

Step 1

Sourced and DNC-scrubbed

We build the list for your market from public and permissioned signals, then scrub it against Do Not Call and suppression rules before a single message goes out.

Step 2

Multichannel outreach through your CRM

Text, email, voicemail, and optional print run on a cadence inside your own CRM — under your name, with your license ID on first-contact material.

Step 3

Handoff when they engage

The moment someone replies or books, the sequence pauses and the conversation lands in your inbox with the full history attached. You take it from there.

The angle

What the message says.

Every word is reviewed before it ships. The offer is information and licensed real estate services — nothing more is promised.

One short, respectful note offering a plain explanation of what usually happens with a property in this situation, plus contact details if questions come up later. No valuation pitch, no listing ask, no repeated pressure.

  • · Identifies you by name, brokerage, and license ID on first contact
  • · Equal Housing on every piece
  • · Clear opt-out in every message
Why it works in California

Built for this market.

California families often hold property for months before a filing, and this window is when good information is scarcest and most welcome.

FAQ

Questions agents ask first.

How is the recipient verified?+
Members confirm they are addressing a living heir before outreach goes out. The workflow requires that check and records it.
What if the timing is wrong?+
One reply, or no reply at all, ends the sequence. This campaign is designed to leave a good impression, not to convert quickly.

Run Pre-Probate & Inherited Property in your market.

Tell us where you work. We'll set the campaign up in your account and confirm your launch window.

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By submitting, you agree to receive calls and texts about your request. Consent is not a condition of purchase.

This niche unlocks after a required short training. Templates include locked disclosure language, and your brokerage reviews and approves access.

Campaign availability varies by market, data availability, and applicable California compliance requirements. Examples shown are illustrative.