Strategy Call Worksheet

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Call Prep Worksheet

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Probate Terms

What’s Inside the Guide:

✅ 40+ common probate terms explained in plain English
✅ Includes court forms, real estate terms, and legal timelines
✅ Designed for California estate administrators
✅ Handy glossary for quick lookups and better conversations with your attorney or Realtor
✅ Bonus: Probate sale language every seller should recognize

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Probate Terms

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Preparing The Estate

What You’ll Learn Inside

✅ How to evaluate the estate’s financial position
✅ Options for keeping, renting, or selling the property
✅ Legal & financial factors to consider before acting
✅ Common mistakes that cost estates thousands
✅ A clear framework for confident decision-making

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Preparing The Estate Guide
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Family Success Story

What You’ll Learn Inside

✅ The step-by-step process that led to a smooth probate sale
✅ How they avoided common executor mistakes
✅ Key decisions that protected the estate’s value
✅ What made this sale faster — and more profitable — than most
✅ Expert insights from Realtor Rudy Rodriguez, Probate Specialist

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Family Case Study

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