Professional Development Series
Probate & Trust Essentials for Real Estate Pros
Unlock the know-how that keeps deals moving and protects your clients’ wealth.
In this attorney-led session you’ll learn:
• Probate decoded: why courts must validate a Will and Executor, how long it really takes, and the hidden costs and delays that can freeze a listing or closing.
• Trusts as a fast-track: see how properly “funded” trusts can bypass probate entirely—freeing up real estate and banking assets when families need them most.
• Spousal trusts for asset protection: discover a powerful tool that shields a surviving spouse’s finances and prevents hard-earned property from drifting to a future partner’s family.
• Actionable guidance for agents: spot red flags early, set realistic timelines, and become the trusted advisor who steers clients around common estate-transfer pitfalls.
Walk away with clear talking points you can share at listing appointments, confidence in reading estate docs, and strategies that keep transactions on schedule
In this attorney-led session you’ll learn:
• Probate decoded: why courts must validate a Will and Executor, how long it really takes, and the hidden costs and delays that can freeze a listing or closing.
• Trusts as a fast-track: see how properly “funded” trusts can bypass probate entirely—freeing up real estate and banking assets when families need them most.
• Spousal trusts for asset protection: discover a powerful tool that shields a surviving spouse’s finances and prevents hard-earned property from drifting to a future partner’s family.
• Actionable guidance for agents: spot red flags early, set realistic timelines, and become the trusted advisor who steers clients around common estate-transfer pitfalls.
Walk away with clear talking points you can share at listing appointments, confidence in reading estate docs, and strategies that keep transactions on schedule
Class Format
Live Zoom Classroom
All City Required Course?
No
Date & Time
July 21, 2025
10AM - 11:30AM CST
CE Hours/Course Number
None
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