Networking Tips for Probate Real Estate Professionals

Renae Quigley
Aug 20
2 min read

Working in probate real estate means more than understanding court timelines and property values—it’s also about building lasting relationships with the people who support families during life’s hardest transitions. From attorneys to senior care managers, networking with intention can grow your business and deepen your impact.

Here are a few practical tips to help you network with clarity, compassion, and purpose.

1. Know Who to Connect With

Start by identifying professionals who regularly interact with probate clients:

Estate and probate attorneys
Financial advisors and planners
Senior care facility directors
Fiduciaries and professional guardians
Funeral directors and grief counselors

Each one plays a different role in the probate journey—and each is a potential referral partner when you bring real value to the table.

2. Lead with Service, Not Sales

Nobody likes being sold to, especially in emotionally sensitive spaces. Offer to educate, support, or collaborate—not to pitch. A few strong openings:

“Would it be helpful if I shared a checklist your clients could use when they inherit property?”
“I specialize in real estate that requires court oversight. If a family ever needs extra support, I’m here.”

3. Show Up Consistently

Relationship-building doesn’t happen overnight. Show up to industry events, professional associations, or senior care gatherings consistently. Even a short monthly check-in email or handwritten note keeps you top of mind.

4. Create Collaborative Opportunities

Host a workshop, sponsor a lunch-and-learn, or co-author a resource guide. Partnering with attorneys or care managers can create win-win moments that serve the community and build trust.

Conclusion

In probate real estate, your network isn’t just a referral pipeline—it’s a support system. When you build intentional, service-first relationships with professionals who walk alongside grieving families, you position yourself as a trusted, reliable resource.

As a Certified Probate Real Estate Specialist (CPRES), I’m committed to creating partnerships rooted in empathy, expertise, and shared purpose. Let’s connect.