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Probate Property Checklist

The executor's checklist for an inherited home: what to secure, who to notify, what to decide, and in what order.

Who it is for: Heirs and executors in [State] who have inherited a house and don't know what happens next.

[site].com/probateText or comment PROBATEStart the brief →
Mock cover of The Florida Executor's Probate Property Checklist, an example lead magnet for Mr. Deed Podcast
Mock-up of The Florida Executor's Probate Property Checklist for Mr. Deed Podcast (Omar Andreasen, Florida). Cover and first page; the full contents are below.

Why it works

Why this magnet fits this audience

An inherited house is a specific, high-intent moment, and the person holding it is usually overwhelmed and searching for exactly this. A plain checklist written for them, not for investors, earns trust at the point where they decide who to call.

Before you publish

This is not legal advice and the page must say so. Have an estate attorney review the probate chapter before you publish.

Best for

Investor or local show whose host handles estate sales and interviews estate attorneys.

Effort

To create
A few hours from a checklist template; budget the brief's 6 to 10 hour guide range as a ceiling, plus an attorney's review
To refresh
When [State] probate rules change
Basis
Templated-guide range from the brief; the brief gives no separate figure for this checklist

What's inside

A sample table of contents

Bracketed items are placeholders. The real version uses your market, your show and your numbers.

Probate Property Checklist

Template contents · e.g. The Florida Executor's Probate Property Checklist

Contents

  1. 01First week: secure the property, insurance, utilities, mail
  2. 02Who to notify, and the documents you will be asked for
  3. 03Probate in [State]: the basics and when you need an attorney
  4. 04Sell, rent or keep: how families decide
  5. 05Clearing the house: a humane plan
  6. 06Getting a value and what 'as-is' means
  7. 07Selling during probate: timelines and who signs
  8. 08Contacts: attorneys, estate-sale companies, cleanouts in [Market]
Sample page
If you have inherited a house in [State], this checklist is for the next few weeks, not the next few years. The first page is about keeping the property safe and insured, because that is the part people forget while everything else is happening. After that it walks through who you will need to talk to, what paperwork they will ask for, and the sell-rent-keep decision most families end up having at a kitchen table. Probate rules in [State] are summarized in plain language, with a clear line on when to call an attorney. We are not lawyers. We have helped families through this, and this is what we tell them.

On air

How to mention it on air

Same read, every episode, at the end. Say the URL twice and give the keyword for anyone who is driving. The editor drops the QR code over the closing line in the video version.

  1. 1.Put the magnet on a short URL. Create a landing page for the Probate Property Checklist at [site].com/probate: under 15 characters, no dashes or numbers, not the homepage.
  2. 2.Choose one keyword. Set up PROBATE as a text keyword or a comment-to-DM keyword so listeners can get the magnet without typing a URL.
  3. 3.Add the 20-second read to every episode. The script on the right.
  4. 4.Show a QR code and pin the link. Overlay a QR code during the closing line of the video version, and put the link in the YouTube description and a pinned comment.
  5. 5.Tag the link per episode. Use a UTM-tagged link on each placement so the hosting stats show which episode produced each sign-up.

The 20-second read, as Omar Andreasen would say it

about 20 seconds

“If you've inherited a house in Florida, or you're the executor for one, we made a checklist for the first few weeks: what to secure, who to call, and what to decide. It's free at omarandreasen.com/probate. That's omarandreasen.com/probate. Or text PROBATE to [number].”

omarandreasen.com/probatePROBATE

Example read for Mr. Deed Podcast; the [number] is the host's text keyword line.

Generic version, with [Show] and [City] placeholders

“If you've inherited a house, or you're the executor for one, we made a checklist for the first few weeks: what to secure, who to call, and what to decide. It's free at [site].com/probate. That's [site].com/probate. Or text PROBATE to [number].”

[site].com/probatePROBATE

Placements

Where to put it

  • Landing page at [site].com/probate written for a stressed reader: short, calm, one form
  • Mentioned in every estate attorney, estate-sale and cleanout episode; linked in show notes
  • YouTube description, pinned comment and QR during the closing CTA
  • Reels answering one executor question each, ending with 'Comment PROBATE'
  • Quote cards from attorney guests carry the short URL

Follow-up

The five emails after the download

A magnet without follow-up is a download, not a lead. Subject lines and the point of each email.

  1. 1Your probate checklist

    Deliver it with a short, human note. No urgency.

  2. 2The first week

    Securing the property; the step most people miss.

  3. 3When you need an attorney

    Plain-language summary; link the attorney episode.

  4. 4Sell, rent or keep

    How families decide; offer a no-pressure valuation.

  5. 5When you are ready

    Offer a conversation and a list of local contacts.

The brief

What we need from you to build it

A short questionnaire, about 10 minutes. Skip anything you don't know; we'll ask on the call. This is what it covers.

For every magnet

  • Your show name
  • Your website (where the magnet will live)
  • Who can add a page to your website?
  • Brand kit
  • Where should new leads go?
  • CRM name (if any)
  • Phone number for the text keyword (optional)
  • Instagram / Facebook handle for the comment keyword
  • Preferred short URL path
  • Does your brokerage need to approve consumer-facing material?
  • Broker or compliance contact (if needed)
  • When do you want to start mentioning it on air?

For the Probate Property Checklist

  • State(s) the checklist applies to
  • Probate attorney who can review it (name, contact)
  • The steps and timeline as you explain them to heirs
  • Documents heirs usually need
Start the brief

Your answers are saved in your browser as you type, so you can come back to it.

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Use this for my show

Tell us about your show and your market and we'll build the Probate Property Checklist around it: the document, the short URL on your show website, the QR overlay, the keyword and the follow-up emails.

No obligation.

Use this for my show