Vetted Resource Network for Families Navigating Probate Real Estate
We are creating a collaborative education initiative to attract and serve probate families with integrity. Sponsorship allows us to expand our reach and bring valuable information to those who need it most.
Program Overview
Our Probate Webinar Partner Program is designed to connect families, heirs, executors, trustees, and petitioners with a trusted network of vetted professionals who can help them navigate the legal, financial, property, and personal challenges that often arise during the probate process.
Through educational webinars and strategic lead generation, we attract individuals actively seeking guidance and solutions. Our partners become part of a carefully curated referral ecosystem built to support estate-related transitions with professionalism, compassion, and expertise.
Our Mission
To provide families with a reliable, all-in-one resource hub during one of life’s most stressful transitions while creating meaningful business opportunities for qualified service providers who serve the probate and estate market.
Legal & Financial Support
These partners help families understand obligations, reduce costly mistakes, and make informed decisions during estate administration.
Ideal Partners Include:
Probate Attorneys
Trust & Estate Attorneys
CPAs / Tax Professionals
Financial Planners / Wealth Managers
Insurance Brokers
Inheritance Advance Providers
Mortgage / Bridge / Hard Money Lenders
Professional Fiduciaries
Why They Matter:
Families often need immediate guidance on legal filings, tax consequences, liquidity, risk protection, and estate decision-making.
Property Preparation & Preservation
These partners help secure, clean, repair, and prepare estate property for occupancy, retention, or sale.
Ideal Partners Include:
Junk Removal Companies
Estate Clean-Out Services
Deep Cleaning / Specialty Cleanup Vendors
Locksmiths
Property Watch / Vacant Home Services
Handyman Teams
General Contractors
Painters, Landscapers, Flooring Vendors
Pest / Termite Vendors
Plumbers, Electricians, HVAC Professionals
Why They Matter:
Before a property can be listed, transferred, rented, or preserved, it often needs stabilization, repairs, or complete clean-out.
Sale, Valuation & Transfer Services
These partners help families understand value, resolve title issues, and move toward successful liquidation or transfer of estate assets.
Ideal Partners Include:
Probate Real Estate Specialists
Probate Appraisers / Date-of-Death Valuation Experts
Licensed Appraisers
Title Representatives
Escrow Officers with Probate Experience
As-Is Investors / Cash Buyers
Estate Sale Companies
Auction Companies
Transaction Coordinators
Why They Matter:
Many probate estates include real estate or valuable personal property that requires accurate valuation, strategic planning, and smooth transfer.
Family Transition & Personal Support
These partners help address the emotional, practical, and family-dynamic side of probate.
Ideal Partners Include:
Senior Move Managers
Senior Placement Advisors
Care Managers / Eldercare Consultants
Family Mediators
Grief Support Professionals
Donation / Charitable Haul Partners
Organizers / Relocation Specialists
Why They Matter:
Probate is not just a legal or financial event, it is often a major life transition involving grief, family conflict, downsizing, and caregiving decisions.
Why Partners Join
our Program
Partners benefit from being aligned with an educational, value-driven platform that attracts qualified probate-related leads and positions them as trusted experts.
Partner benefits:
Visibility through our Probate Webinar ecosystem
Access to warm, education-based leads and referrals
Association with a vetted, trusted professional network
Opportunity to support families in real need
Strategic co-branding and long-term referral relationships
Potential participation in sponsorship opportunities tied to paid ad campaigns
Ideal Partner Fit
We are seeking professionals who are:
Experienced in serving probate, estate, trust, or transition-related clients
Ethical, responsive, and service-oriented
Open to collaboration and cross-referral relationships
Committed to providing excellent care during sensitive life events
Our Positioning
One trusted hub for families navigating probate real estate and estate transition.
Our goal is to make the probate process less overwhelming by connecting families with the right professionals at the right time, while creating a high-integrity network of experts who grow together through service, education, and strategic partnership.
Important Note:
We are NOT:
Selling leads
Guaranteeing business
Offering pay-to-play referrals
We ARE:
Sponsoring educational outreach
Curating a vetted professional network
Creating visibility alignment
Facilitating warm introductions when appropriate
Tiered Sponsorship &
Referral Structure
founding sponsor partner
$500 – $750 per webinar
Logo on webinar landing page
Acknowledgment on webinar
Featured as “Preferred Legal/Financial Resource”
Priority access to inbound introductions
Opportunity for co-branded educational content
First right of renewal for future webinars
No contracts - cancel anytime
preferred partner
$250 – $500 per webinar
Logo placement on partner slide
Mention in webinar resource guide
Inclusion in post-webinar email follow-up resource list
Invitation to exclusive partner roundtable sessions
Cross-referral opportunities within network
No contracts - cancel anytime
AGENCY PLAN
No financial contribution required
Inclusion in Probate Resource Guide
Referral consideration when clients require services
Invitation to occasional network updates
No contracts - cancel anytime
Meet Your Host
Learn From a Trusted Expert
Toni Patillo
Real Estate Expert & Educator
DRE #013132987
With over 25 years of experience in the Greater Los Angeles real estate market, Toni has helped many homeowners get top dollar in record time, with no stress, and has helped many Buyers acquire properties on various levels.
Toni has been recognized as one of the most prestigious honorees in her field and is now an exclusive member of America's Top 100 Real Estate Agents for 2022, 2023, 2024 and 2025
Toni is one of the world's first 42 A.I. Certified Agents of KREM Ai, a top marketing company in the US, that specializes in A.I. She is equipped with cutting-edge tools and knowledge that give an unparalleled advantage in the Real Estate market.
Toni and her team at Toni Patillo & Associates have mastered the art of complex liquidations and acquisitions. They have led thousands of families and real estate professionals through lifestyle transitions and economic crises, making her the go-to broker and expert in the 50 Plus Market, Probate, Trust Sales, Bankruptcy, Divorce, Short Sales, and Pre-Foreclosure Liquidations.
Success Stories
★★★★★
THE BEST!
Excellent Team. Communicative. Responsive. Knowledgable. Resourceful. Honest. Caring. Kind. Understanding. I faced many challenges while selling my home. The team walked me through every step of the way. The Toni Patillo team is the absolute best I have worked with. 100% recommend.
Tabitha N.
★★★★★
Ms. Patillo is a well known realtor and author. She kept me informed daily of the transactions.
My experience with Ms. Patillo went smoothly and free of worries. She kept me abreast of the pros and cons of all transactions, plus the problems I encountered with miscellaneous details. I highly recommend her as ones agent.
Debbie C.
★★★★★
Toni Patillo is a Beast of a Real Estate Agent
Toni is very reliable, extremely knowledgeable, great communicator and very patient. She is a phenomenal realtor. We were unaware of the steps involved with selling probate property. Toni walked us through what we needed to do and was in the trenches with us through every step of the way. We live in a different state from where the property had to be sold, and she went above and beyond what I believe any other agent would have done. On our behalf while she was searching for investors, she also handled the difficult tenants and helped us with property management. Thank you Toni for everything you did in helping us through this difficult process after losing my sister and having to sell her property. Words can't express our appreciation. If I could give a higher star rating, I would. With Toni Patillo, you will be in good hands.
Tammy J.
★★★★★
Wonderful, made a difficult decision a experience at was easy, stress free and accommodating.
Toni is always a professional, she makes you feel that you are her only client, I don't know how she does it, but she does an excellent job of doing her job. I would recommend her to anyone looking to purchase property.
Jennifer B.
★★★★★
First Class Top Shelf
My professional experience with Toni was flawless! She is one of the best in the business and has extensive knowledge when it comes to real estate. She sold a home and also represented me in the purchase of another home. She is very well known and respected by her colleagues as she continues to build her clientele. She is the best - hands down 24/7/365!!!!!!!!
Cassandra P.
★★★★★
Toni Knows Her Stuff! What a TERRIFIC Experience with an AMAZING Agent!
I retained Toni to sell a piece of property owned by a Trust, of which I was the Trustee. Toni was knowledgeable, experienced, efficient, professional and an absolute pleasure to work with. She took the time to answer all my questions. She had great suggestions for the sale and as a result of following her advice, we received multiple offers over the asking price. As a result, I have used her services again and referred her without hesitation. Thank You Toni!
Henry G.
Register Now
Position Your Business as a Trusted Probate Resource
We host educational probate webinars that attract families and decision-makers navigating estate property transitions.
Partners sponsor outreach and get featured as vetted resources.
Join us to expand probate education, reach the right audience, and be positioned as a go-to resource when families need help most.
Be one of our Partners
Join vetted professionals sponsoring outreach and building trust through education-first visibility.
STILL NOT SURE?
Frequently Asked Questions
Am I buying leads?
No. This is an education-first sponsorship program. We do not sell leads or promise business.
What exactly does my sponsorship pay for?
Paid advertising and outreach that increases webinar registrations and attendance.
How will I be featured?
Depending on tier: landing page logo placement, webinar mentions, placement in the Probate Resource Guide, and post-webinar email resource inclusion.
Can my category be exclusive (example: one probate attorney per market)?
Yes, category exclusivity may be available after initial launch, based on fit and market coverage.
What if I can't sponsor every webinar?
That’s fine. You can join per-webinar or request a multi-webinar option when available.
How do you decide who becomes "vetted"?
We screen for professionalism, responsiveness, service quality, licensing/insurance where applicable, and reputation.
What kind of audience attends?
Individuals involved in probate and estate property decisions. Petitioners, heirs, executors/administrators, trustees, and families navigating inherited real estate.
Do you offer co-branded opportunities?
Yes (most common for Founding Sponsors): partner spotlight, co-branded educational materials, and network roundtables.
Ready to Explore Partnership?
If your business is aligned with the probate, estate, or property transition space, we’d love to learn more about you.
Join us in creating a smarter, more supportive way to serve probate families, while positioning your brand as a trusted resource in the process.
Spots may be limited by category based on market alignment and partner fit.
Interested in learning more before applying?
We welcome conversations with professionals who are mission-aligned and service-driven.
This partnership program is designed for vetted businesses that value education, ethics, and long-term relationship building.