Wills, Probate & Wealth-Building Playbook for REALTORS®

Life events drive listings — and opportunity often begins when we show up for clients in moments of transition. Join us for a lunch & learn designed to help REALTORS® turn wills, estates, and probate situations into ethical, relationship-based business opportunities that build trust, loyalty, and referrals.

Attorney Evan Bermudez will simplify the probate and estate process, sharing how REALTORS® can identify opportunities, avoid legal missteps, and collaborate effectively with attorneys to guide families confidently through property transfers and inheritance sales.

Then, Stephanie Gates with Top Flite Home Loans will show you how to stay top of mind with clients long after closing. Learn how to use refinances, home equity loans, and education-driven follow-ups to help clients grow wealth — while strengthening your repeat and referral pipeline.

You’ll walk away with:

• A Life-Milestone Marketing Plan that converts compassion into connection
• Probate & Estate checklists for smoother transactions
• Talk tracks, scripts, and outreach templates you can use right away
• Networking and collaboration opportunities with local industry pros

Who Should Attend: REALTORS®, team leaders, and affiliate partners who want to build sustainable business growth through education, collaboration, and community impact.

Lunch is provided — come hungry to learn and connect!