Probate Trust Real Estate Specialist

KW Temecula Valley; Temecula (CA); On-site; USD 126,000 - 154,000; Full time

Job summary

A prominent real estate company in Temecula seeks a Probate Trust Specialist to assist clients with probate and trust transactions. This role includes responsibilities like lead generation, client assistance in buying and selling homes, and networking within the attorney and fiduciary community. A real estate license and sales experience are essential for applicants. The opportunity offers a compensation plan starting at $140,000+, reflecting the high value placed on expertise in trusted real estate practices.

Qualifications

• Familiarity with the military relocation process is preferred.
• Real estate license required.
• Sales experience necessary.

Responsibilities

• Identify your database and network.
• Assist clients in buying and selling homes.
• Lead generation and follow-up.
• Close sales.

Skills

CRM and database mastery

Sales experience

Networking with attorneys and fiduciaries

Education

Real estate license

Job description

Probate Trust Specialist

Are you looking to build your real estate business inside one of the most consistent and steady niches in the industry? We are looking for real estate professionals who want to learn to grow within probate and trust transactions, serving families during important life transitions while developing focused expertise in a respected segment of real estate.

In this opportunity, you will learn the probate and trust process step by step, including timelines, expectations, and how to work effectively with attorneys, fiduciaries, and family members. Through simple systems, targeted outreach guidance, and steady mentorship, you will strengthen the organization, improve communication, and build long term relationships that support repeat and referral business.

This is a strong fit for agents who want to deepen their knowledge, work with intention, and stand out as a trusted resource in a dependable area of real estate. You will grow inside a collaborative environment that values professionalism, preparation, and consistent execution. Interested? Apply now.

Responsibilities

• Identify your database and network
• CRM and database mastery
• Outreach and network in the attorney and fiduciary network
• Assist clients in buying and selling homes
• Make the relocation process easy and smooth for clients
• Lead follow-up
• Lead generation
• Execute appointments
• Close sales
• Develop a team to focus on probate and trust real estate

Qualifications

• Familiarity with the military relocation process is preferred
• Real estate license required
• Income at plan
• Sales experience

Compensation

$140,000+