Mastering Pre-Probate and Inheritance Leads Across Montana: A Goldmine for Real Estate Investors

Mastering Pre-Probate and Inheritance Leads Across Montana: A Goldmine for Real Estate Investors Montana’s vast landscapes and rural property holdings create a perfect environment for off-market real estate deals. Tucked away from the MLS and courthouse headlines are Pre-Probate and inheritance leads—homes transitioning ownership after the death of a property owner, before any probate case is filed. These leads give investors and agents early, private access to motivated sellers long before the competition knows they exist. What Are Pre-Probate and Inheritance Leads?

Pre-Probate leads arise when an owner passes away and the estate begins transferring, often without entering probate. These transfers frequently happen through:

Living Trusts, which avoid the probate process entirely
Joint Tenancy with Rights of Survivorship, where title immediately transfers to the surviving spouse
Spousal Transfers, where one spouse automatically becomes sole owner

You might also see these called Inheritance Leads or Trust-Owned Properties—but the takeaway is the same: they’re actionable before the property hits public records. How SuccessorsData.com Pioneered the Process

Since 2012, SuccessorsData.com has matched obituary data with tax and deed records to uncover hidden inheritance opportunities. The company’s researchers initially sought probate-specific leads—but soon realized that a large percentage of inherited properties never go to court. That discovery led to the birth of the Pre-Probate category. The model proved so effective it was picked up by Inman News and major brokerages like Century 21, sparking a nationwide rollout.

Why Pre-Probate Leads Are a Game-Changer in Montana Montana’s probate system is decentralized and varies from county to county. In metro areas like Missoula, Billings, and Bozeman, court filings can be delayed or inconsistently uploaded. In rural counties like Liberty, Beaverhead, or Valley, court systems may not offer any online visibility at all. This means traditional probate leads can lag weeks behind what’s really happening on the ground. Picture this:

A couple in Kalispell owns multiple rentals in joint tenancy. Upon one spouse’s death, the surviving partner instantly becomes sole owner. Now managing everything alone, they may want to offload one or more properties—without filing probate or making the sale public.
Or imagine a family ranch in Park County held inside a living trust. When the patriarch passes, three adult children inherit the land. One wants to keep it, the others don’t. Before the family even contacts a real estate agent, you could be first in line with a solution.

That’s the power of Pre-Probate in Montana—early access, limited competition, and often deeply motivated sellers. Probate vs. Inheritance-Based Sales

Lead Type	Speed & Complexity	Probate Involved?
Probate Sale	Slow, court-supervised, legally complex	Yes
Trust/Inheritance Sale	Fast, private, standard closing process	No
Remainder Spouse Ownership	Immediate ownership transfer	No

How to Reach Sellers Before the Market Does Step 1: Use Proven Direct Mail

This mailer has consistently generated leads across markets like Great Falls, Helena, and Billings: Dear Property Owner, Would you consider selling your property located at [XYZ Street] in Missoula, Montana to us? I can be reached at (909) 315-5330. Sincerely, Morry Eghbal P.S. If not today, please keep this letter for future consideration. Step 2: Automate with PostCardCity.com

Let PostCardCity.com take care of mail printing and delivery. With designs that mimic locally mailed envelopes and real stamps, your outreach gets opened more often—and taken more seriously. Set it up once and let it run on autopilot.

What Happens When the Phone Rings?

Heirs in Montana often manage inherited properties remotely—from out-of-state, even out-of-country. When they call, they’re looking for clarity and solutions: Caller: “Hi, I got a letter about my dad’s cabin outside Whitefish.” You: “Thanks for reaching out. We work with families in that area and found your property through public data. May I ask which address you’re calling about so I can confirm the details?” Then shift to:

Are you thinking of selling soon or gathering information?
Is anyone living in the home currently?
Are there any maintenance or access issues?
Do you have other properties to evaluate?

Step 3: Use Skip Tracing for Contact Information

Obituaries won’t include phone numbers—but skip tracing does. For just 6 cents per lead, you’ll uncover:

5–7 connected phone numbers
Email addresses
Possible next of kin and alternate contacts

This gives you multiple paths to reach the right decision-maker—before they list with a Realtor or field offers from other investors.

Step 4: Call More Leads, Faster, with IQdial.com

Montana’s properties may be spread out, but your outreach doesn’t have to be. IQdial.com lets you scale with:

Triple-line calling
Automated voicemail drops
Streamlined contact tracking

Whether you’re reaching leads in the Flathead Valley or Bitterroot, this tool keeps you connected and in control.

Alternate Terms You May Encounter

You might also hear:

Inheritance Leads – For properties handed down from a deceased owner
Trust-Owned Inheritance Properties – Real estate held inside a living trust

Different names, same strategy: connect with heirs before competitors even know the deal exists.

About Morry Eghbal

Morry Eghbal is the founder of SuccessorsData.com, a nationwide platform delivering inheritance leads in over 43,000 ZIP codes and across 500 counties. He also leads LeadCruncher.com, offering real-time Pre-Probate, probate, and pre-foreclosure data. With more than 30 years of experience in real estate marketing and outreach automation, Morry helps professionals simplify prospecting—and close more deals across all 50 states. Have questions or want to start building your Montana strategy? Call Morry at (909) 315-5330