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

Mastering Pre-Probate and Inheritance Leads Across San Antonio: A Goldmine for Real Estate Investors In San Antonio—where historic homes, military relocations, and generational properties shape the market—some of the most motivated sellers never list their homes or file probate paperwork. These are Pre-Probate and inheritance leads: properties quietly transitioning ownership after a death, before any legal filings are made. For real estate professionals who act early and respectfully, this is a powerful way to connect with sellers before the market even knows the property is available. What Are Pre-Probate and Inheritance Leads?

Pre-Probate leads are generated when a property begins to change hands following a death—before a probate case is filed. In San Antonio, many of these transfers happen outside the court system through:

Living Trusts, which avoid probate entirely
Joint Tenancy with Rights of Survivorship, where a co-owner inherits automatically
Spousal Transfers, where the surviving spouse retains full ownership

Also referred to as Inheritance or Trust-Owned Properties, these leads offer one major advantage: you reach the seller before the public does. How SuccessorsData.com Created the Pre-Probate Category

Since 2012, SuccessorsData.com has matched obituary data with tax and deed records to uncover properties likely in transition. Originally focused on probate filings, the team discovered that many properties in San Antonio are sold without ever entering court. That insight led to the creation of the Pre-Probate category—recognized by Inman News and adopted by brokerages like Century 21 and thousands of independent investors.

Why Pre-Probate Leads Are a Strategic Advantage in San Antonio Bexar County’s probate process includes both formal and informal probate. Formal probate requires court supervision and can delay sales. Informal probate allows for faster transactions—but many properties never enter probate at all. Now consider:

A home in Alamo Heights is held in joint tenancy. After one spouse passes, the survivor inherits full ownership and quietly considers selling—without filing probate or listing the property.
A property in Southtown, held in a family trust, passes to three siblings. Two live out of state and want to sell quickly. No court filings. No agent. Just a need for a solution.

Pre-Probate leads give you access to these sellers before anyone else knows they’re ready. 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 San Antonio Sellers Before the Market Does Step 1: Use a Direct Mail Letter That Works

Here’s a proven message that performs well across Stone Oak, Harlandale, and Leon Valley: Dear Property Owner, Would you consider selling your property located at [XYZ Street] in San Antonio, Texas to us? I can be reached at (909) 315-5330. Sincerely, Morry Eghbal P.S. If not today, please keep this letter for future reference. Step 2: Automate with PostCardCity.com

PostCardCity.com helps you send mail that looks personal and local—handwritten-style fonts, first-class stamps, and San Antonio-specific formatting. Whether you’re targeting Castle Hills, Converse, or Boerne, your message gets opened.

When the Phone Rings—Be Ready to Listen

San Antonio heirs are often juggling legal, emotional, and financial decisions. A calm, helpful tone builds trust. Caller: “I got your letter about my aunt’s house in Balcones Heights. Why did you send it?” You: “Thanks for calling. We found the property through public tax records and wanted to reach out in case your family was considering a sale. I’d be happy to explain how we work.” Then ask:

Is the property vacant, rented, or occupied?
Are you the sole decision-maker, or are other heirs involved?
Do you have a timeline or price in mind?
Are there any repairs or legal issues to consider?
Do you own or manage other properties in the area?

Step 3: Use Skip Tracing to Find the Right Contact

Obituaries don’t include phone numbers or emails—but skip tracing does. For just 6 cents per lead, you can access:

Up to 7 phone numbers
Email addresses
Alternate relatives or co-owners

This gives you a direct line to the decision-maker—before the property is listed or referred to an agent.

Step 4: Call at Scale with IQdial.com

IQdial.com helps you reach more San Antonio leads in less time with:

Triple-line dialing
Voicemail automation
Lead tracking and follow-up tools

Whether you’re calling leads in Windcrest, Universal City, or Downtown, this tool keeps your outreach consistent and efficient.

Alternate Terms You Might Encounter

Inheritance Leads – Properties passed to heirs
Trust-Owned Properties – Homes held in a living or revocable trust

Different terms, same opportunity: reach out early, offer clarity, and close the deal before the public sees it.

About Morry Eghbal

Morry Eghbal is the founder of SuccessorsData.com, the nation’s most trusted provider of Pre-Probate, probate, and inheritance leads across 43,000+ ZIP codes and 500+ counties. He also leads LeadCruncher.com, a real-time data platform delivering motivated seller leads to real estate professionals nationwide. With over 30 years of experience in seller outreach, probate strategy, and automation, Morry helps professionals in San Antonio and beyond connect early, close faster, and simplify off-market deal flow. Want help launching your San Antonio campaign? Call Morry directly at (909) 315-5330