THE CPTE℠:
Stop Chasing. Start Commanding.
The Only Credential That Gets You on the Attorney's Private Roster. Charge Premium Fees. No Cold Leads.
Key Benefits: What You Will See in the Demo
The Roster-Targeting Script:
The exact words to use that get you past the gatekeeper and prove you are "essential personnel," not just another salesperson.
The 3-Step "Stop Chasing" System:
How to build a pipeline where attorneys send you exclusive listings before they go to anyone else.
The Fee-Justification Method:
How to use "Procedural Discipline" to justify your full, non-negotiable commission on every case.
The Indispensable Agent
Understand the operational language that builds instant trust and positions you as a specialist, not just a salesperson, winning you exclusive listings.
Trusted by Attorneys. Proven by Procedure. Built for Scalable Income.
Why Attorneys Need an Executive (And How You Become One)
Just Another Agent
(The Pain)
- Losing Listings to the "other guy"
- Fighting for Commission
- Seen as a "Vendor," not a partner
- Stuck "Chasing" the next deal
The CPTE℠ Executive
(The Solution)
- Command Your Full Fee (with the 3-Bid Protocol)
- Build Instant Authority (with Auditable Comms)
- Win Exclusive Listings (by Mitigating Risk)
- Become "Essential Personnel" (and Start Commanding)
The Three Pillars of the ProbateNexus™ System
This framework is the engine that allows an Executive to deliver on the promises the average agent can't.
1. BECOME "ESSENTIAL PERSONNEL"
This pillar makes you indispensable. You'll use our proven protocols (like 3-bid compliance) to create an 'auditable record' that protects the attorney's practice. This single step moves you from 'vendor' to 'essential personnel' and makes you their first and only call.
2. JUSTIFY YOUR FULL COMMISSION
This is your playbook for getting paid. By replacing 'common practices' with a step-by-step, auditable system, you are delivering a premium, non-negotiable service. This discipline is the evidence you use to justify your full, executive-level fee on every single case.
3. LOCK OUT THE COMPETITION
This is your ultimate differentiator. While other agents create risk, you will be trained to mitigate it. By mastering our 'fiduciary-first' principle, you will be the only agent who can speak to an attorney's #1 concern, locking out 99% of your competition.
This system is the core curriculum of our 8-week Certified Probate Transaction Executive (CPTE℠) program. It is what separates a certified Executive from just another agent.
ProbateNexus™ is the playbook.
The Probate Executive is the one trained to run it.
What The 8-Week Protocol Delivers
This program is built on four pillars designed to transform your business and your value.
1. Acquire Exclusive Attorney-Referred Listings
This system is your ultimate differentiator. We teach you how to articulate your value so effectively that you are no longer seen as a "referral" but as "essential personnel" for the attorney's team.
2. Command Executive-Level Fees
When you provide an auditable, high-compliance service that demonstrably reduces risk, you are no longer a commodity. You are an Executive. We show you how to structure and justify your fees to reflect that value.
3. Become the Indispensable "Go-To"
This is how you get the listings. You will master the entire operational playbook, implementing the auditable file intakes and 3-bid compliance protocols that make you the only professional an attorney trusts.
4. Speak the Language of Authority
This is how you command the fees. You will become fluent in "auditable communication" and "procedural defense," allowing you to identify and mitigate the risks that other agents create. This is what separates you from a salesperson and makes you an Executive.
This Protocol Is For Professionals, Not Amateurs
The CPTE℠ certification is an elite standard. It is not for everyone.
This is an 8-week, high-accountability implementation program, not a passive “watch-and-forget” course. We are looking for dedicated, systems-oriented professionals who understand that protecting an attorney’s practice is a non-negotiable part of the transaction.
This Program Is For You If...
- You are an experienced agent frustrated by the "commodity trap" of other certifications.
- You believe that "good enough" is a failure when fiduciary duty is on the line.
- You want to build a scalable, referral-based business by becoming an indispensable partner to law firms, not just another vendor.
- You are willing to replace old habits with a rigorous, non-negotiable operational system.
- You are ready to command executive-level fees because you provide an auditable, executive-level service.
This Program Is NOT For You If...
- You are looking for "get-rich-quick" schemes or simple lead-gen "hacks."
- You are not comfortable being held to a higher standard of documentation and procedural discipline.
- You believe "sales" and "marketing" are more important than fiduciary risk mitigation.
- You are unwilling to adopt and execute a proven, step-by-step framework.
- You are an agent who primarily "wings it" and relies on charm over process.