Real Estate Probate Marketing System
Helping families through the probate process requires clear communication, compassion, and professionalism. The Probate Marketing System is a comprehensive Canva template bundle created to help you educate, connect with executors and heirs, and build trust throughout every stage of the probate journey.
Probate leads are one of the most underserved niches in real estate, and also one of the most rewarding to work in. But showing up to these conversations without the right tools? That's where agents lose the listing before they even get started. This Probate Marketing System was built specifically for that.
Here's what's included:
Introduction Letter Series
A set of done-for-you letters you can send to executors and families navigating probate. These aren't cold or salesy; they're warm, professional, and written to open a real conversation with someone who's likely overwhelmed and looking for guidance.
Email Follow-Up Campaign
A complete sequence of follow-up emails to keep you top of mind without feeling pushy. Each one is crafted to nurture the relationship over time, answer common questions, and gently move the conversation forward.
"Selling a Home in Probate" Guide
A beautifully designed guide for executors and families that explains the probate sale process in plain language. This is something you can hand to a prospect at a first meeting or send digitally; it positions you immediately as the knowledgeable, trustworthy agent they've been hoping to find.
Social Media Posts
A collection of branded social media graphics that speak directly to the probate niche. Use them to educate your audience, share your expertise, and attract referrals from attorneys, financial advisors, and families in your area.
Who this is for:
This kit is for agents who are serious about building a probate niche
It's also a great fit if you've been piecing together your own letters and emails and want something more polished and cohesive that actually looks like it came from one system.
Building relationships during probate requires sensitivity and trust. Instead of creating every piece of marketing from scratch, you'll have these designed templates that help explain the process clearly while keeping your branding consistent across every client touchpoint.
Please note: This is a digital download. Nothing will be shipped.
Upon order completion, you'll receive a link to download a PDF guide with template access.
EDIT FOR YOUR BRAND IN 4 EASY STEPS:
- Download the document that comes with your purchase. Click the blue underlined link to access the Canva template.
- Change the colors to your company's branding standards, add any additional images or logos you want in Canva
- Once you're finished editing the template, feel free to download or edit as much as you want
- Come back and leave us a review! (Pretty please)
For the best experience using Canva, use a laptop/desktop computer with Google Chrome.
This template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. We also cannot guarantee the use of all free elements, Canva changes which are free, and which are premium constantly. Thank you for understanding.
You can get a FREE trial version of Canva Pro here.
The sale of this template is not affiliated with Canva in any official way.
From purchase to launch in minutes
HOW IT WORKS:
PURCHASE
Complete checkout and get instant access to your template.
CUSTOMIZE
Open in Canva. Add your branding, photos, and details.
LAUNCH
Download and print, post, or send to your database.
Best Sellers
Less time designing. More time closing.
Frequently Asked Questions
-
Everything. Colors, fonts, images, text. The templates are fully customizable in Canva.
-
Open the PDF you received after purchase. The Canva link is inside. Click it or copy/paste into your browser. It opens directly in Canva.
-
For a few copies needed quickly, Office Max does solid work with fast turnaround.
For more time (7-10 days), Canva's print service is quality but pricier.
For larger quantities, Mixam (mixam.com) has the best pricing and top-notch quality. Longer shipping, but worth it.
Pro tip for booklets: Saddle stitch is a nice finishing touch. Always use a page count divisible by four (12, 16, 20 pages).
-
After checkout, you'll receive an email with a PDF containing a link to the Canva template. Click the link and it opens directly in your Canva account.
-
No. The templates work with free Canva. Some individual elements within Canva may be marked as Pro, but you can swap those out with free alternatives.
-
Yes. Everything is fully editable. Add your branding, swap colors, change fonts, replace photos, and adjust text.
-
Yes. Once you purchase, the template is yours to use as many times as you want for your own business.
-
Yes. Share the Canva link with your team and they can customize it for you.
-
No. This is a digital download. Nothing will be mailed to you.
-
Due to the digital nature of the product, all sales are final. If you have issues accessing your template, contact us and we'll help.
-
No. Templates are for your personal business use only. Reselling or distributing is not permitted.
I’m looking for
Buy the whole shop! With one purchase you get everything in the shop and everything we design in the future - FOREVER!
Ready to stop playing small?
MEET KELLI, BRAND AND MARKETING STRATEGIST AND DESIGNER FOR REAL ESTATE BUSINESS OWNERS.
Using my 15+ years experience as a Marketing Manager AND real estate agent coupled with my passion (and talent!) for branding, my mission is to help and support as many real estate agents as possible in building and growing their brands and businesses.
