Probate Tech COLLECTIVE

01 / FOR REAL ESTATE AGENTS WHO WANT A SIMPLE WAY INTO PROBATE

Build a probate pipeline you own. STOP GUESSING WHAT TO DO NEXT.

Probate Tech Collective helps you find local cases, sort out what matters, and stay organized enough to show up prepared.

You keep the judgment. You keep the relationship. You finally have a simple system for the work in between.

Get the free first look See if I am ready
Find the local sourceSort out the noiseKnow the next move
WHAT YOU GET / SIMPLE AND AGENT-OWNED
01One place to lookStop hunting through tabs
02One record to trustStop losing the thread
03One next moveStop wondering what matters

You own the source, the working record, and the relationship.

02 / WHY THE OLD WAY FEELS SO HARD

You are not bad at probate. You are trying to do too much with too little structure.

Most agents are working from scattered tabs, half-finished notes, generic lists, and a feeling that they might be missing something important. That costs time, confidence, and the chance to show up prepared.

01

You start over every time.

The filing is in one place. Your notes are somewhere else. The next step lives in your head.

02

You spend time on the wrong cases.

Without simple rules, it is easy to chase a record before you know whether it deserves your attention.

03

You hesitate when it is time to act.

When the work is messy, even a good agent can freeze before making the next thoughtful move.

WHAT CHANGES WHEN YOU BUILD YOUR SYSTEM

Less hunting. Less second-guessing. More time to be useful.

One local source you can verifyOne working record your system keeps currentSimple automations that cue the next check
See the System Build and join the waitlist See the free walkthrough first

03 / THE P.R.O.B.A.T.E. METHOD™

Seven steps. One simple order. No more starting from scratch.

Every new filing goes through the same clear path. You can see what is worth your time, keep the work moving, and know where your human judgment belongs.

  1. 01P

    Pull

    Pull probate filings from county court sources and turn them into structured estate records.

  2. 02R

    Rule Out

    Screen out non-actionable records before spending time or money on enrichment and outreach.

  3. 03O

    Outreach

    Prepare personalized, human-first letters for the right personal representatives and inherited-property families.

  4. 04B

    Builders

    Build and coordinate the property-service bench that helps families handle work around the sale.

  5. 05A

    Allies

    Develop relationships with probate attorneys and other trusted professionals serving the estate.

  6. 06T

    Track

    Keep every estate, contact, follow-up, referral, and opportunity visible in one working pipeline.

  7. 07E

    Evergreen

    Monitor failed and expired inherited-property listings so viable opportunities are not lost when circumstances change.

04 / WHAT THE SYSTEM DOES

Let the system hold the busywork. You hold the relationship.

It keeps public records, notes, status changes, and follow-up prompts in order. You decide what is right, what to say, and when to act.

The system helps with

  • Keeping public records and notes in one place
  • Ruling out obvious dead ends before you spend more time
  • Preparing a simple working record for your review
  • Remembering what needs attention next

You stay in charge of

  • Every family-facing conversation and decision
  • Your broker rules, local rules, and professional judgment
  • Which cases deserve your time
  • The relationships that make the work matter

05 / A REAL OPERATING EXAMPLE

One agent. One organized month of work.

Krista’s live Massachusetts engine, July 8 through August 7, 2026. These are her operating records, not a promise about your results.

458Filings reviewed
227Dead ends ruled out
148Attorney cases tracked
226Personal letters prepared

One agent, zero assistants

06 / IS THIS FOR YOU?

It is for the agent who wants a real system, not a quick-fix list.

You want to do probate work with more calm and less chaos. You want your own local information, your own working record, and a better way to be ready when a family needs help.

THIS IS NOT FOR YOU IF

You want passive appointments, high-volume automated outreach, an AI voice calling families, or a generic national list with no local context.

07 / SEE THE WHOLE THING FIRST

See the simple path from a court record to a prepared conversation.

In 30 minutes, you will see where the information comes from, how the work gets sorted, and what you still own. You will know if this feels like the right next move for your business.

Show me how it works
SANITIZED ENGINE WALKTHROUGH
SourceScreenReviewAct

PLACEHOLDER / RELEASE PENDING

Watch one filing become a human next step.

A six to eight minute screen recording of the live Massachusetts engine will be added here after it has been sanitized for public viewing.

08 / GET A CLEAR ANSWER FOR YOUR MARKET

The Probate Engine Blueprint

$500 one county, one working session

Before you buy tools or lose months trying random things, find out what is possible in your county and what you should do next.

See what the Blueprint gives me

Find out where your county records live

Learn what information you can and cannot use

Get a written plan you can understand

Put the full $500 toward an eligible installation

09 / BUILT BY A PRACTICING AGENT

You do not have to figure this out alone.

Krista Recker built this system in her own Massachusetts business because messy probate work was taking too much time and creating too much doubt. Now she helps agents build a cleaner way to work in markets she will never compete in.

Meet Krista

10 / START HERE

Do not just read about it. SEE YOUR FIRST STEP.

Get the free first look. See the system. Decide whether it belongs in your business.

Get my free first look Take the 12-question check