Playbook

Skip tracing heirs without burning your list

Finding a phone number is easy. Finding the right person's phone number, and calling them well, is the job.

8 min read

Skip tracing heirs without burning your list

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Outline: confirm identity before you dial — age, address history, and relatives should all agree.

Prioritize the heirs who actually hold a share rather than everyone in the record.

Scripting the first call to a grieving family: what to lead with and what never to say.

Compliance basics and keeping a do-not-contact list.

See it on your own address

Create an account and run a real property through the full research pipeline.

Skip tracing heirs without burning your list · Heir Lens