PROBATE LEAD GENERATING

STATE - OKLAHOMA

  1. Go to the web address:
  2. At the top of page select Oklahoma County or Cleveland County depending on which on you are working on.
  3. Scroll down to “choose case type” and under district court case use the drop down arrow and select probate.
  4. Range of Dates- Select a date for cases filed after one week ago to cases filed to the current date. This process needs to be done every week so there should not be a need to go further back than a week unless we fall behind on the process. Click the GO button. This will open a page with all the probates cases filed within the date ranges and in the county specified.
  5. Open the first case and begin gathering the information to fill in on your excel probate sheet.
  6. Once open; scroll down and find the document associated with “PETITION FOR APPOINTMENT OF PERSONAL REPRESENTATIVE, DETERMINATION OF HEIRS, AND ISSUANCE OF LETTERS OF ADMINISTRATION”. In this document you will find a section that talks briefly about what the deceased estate. You want to see something in this document that says something about Real and personal property. If it does not mention Real property or specifically mention a home the estate probably does not control any real estate. If this is the case; there is no need going any further with that case. If it does mention Real property or real estate then continue on gathering the appropriate information to fill in your probate sheet. You will find most of the information you need on the document that is already open.
  7. First you will want the name of the deceased and fill it in on your probate sheet. If you see and address of the property left behind include it but this does not come up often. Do not spend a lot of time looking for an of the left property.
  8. Next get the petitioner name and address. The petitioner will be the one in charge of the estate therefore will be the person we address our letter and communications to. Sometimes you may have to dig around for the Petitioner’s address but not usually. Second we want the name and address of each heir.
  9. The name and address of the attorney is listed toward the top of the page that first opens when you clicked on the case. Get the name, address, and phone number of the attorney.
  10. Continue this process through each probate case. Now you are ready to upload the list into Freedom soft and start sending letters.

Submitted by Mastery student: Dan Romriell

STATE: CALIFORNIA

We live in Antioch, CA in Contra Costa County. The probate process in Contra Costa County is such: You have to go to the County Recorder’s office at 1111 Ward St in Martinez. Every 2 weeks they put a file box on the counter with all the probate files for that past two weeks and you have to manually go through each file yourself and if you find any that you want to make a copy of, you bring that up to the counter and the clerk will make a copy of whatever page you want. Obviously, this is a very time consuming process. I believe the charge is 50 cents per copy.

Submitted by Mastery students - Doug Olson and Darcy Hansen

STATE: CALIFORNIA

I went to one court house (Torrance, CA)in my area. They have stacks of probate lists on the counter and anyone can go through them.

Process was simple. Just ask counter person which file I like to get copies of. It is 9 cents per copy. I don't know all the court house rules but all are probably the same. Do not remove files out of the stack. The Counter person will assist you.

Submitted by Mastery student - Satoshi Ito

STATE: CALIFORNIA

Here is a step by step analysis of the San Diego probate office on 4th Ave.
1.) Go to 3rd floor, show ID and sign a slip saying you want to view the cart.
2.) Look through files. Each file has a case number.
3.) You want to find out who the petitioner is, the petitioner's address, and the last known address of the descendant.
Submitted by Mastery student - Lionel Correia