Probate Real Estate
Working With Attorneys: What They Expect From Agents
Jul 22, 2025
• 6 min read
• by Team PLS
Attorneys
Communication
Process
Communicate clearly, reduce friction, and become the easy button for property disposition.
Why Attorney Alignment Matters
- Smooth communication accelerates approvals and prevents rework.
- Clear summaries help attorneys update PRs and keep files moving.
What Attorneys Value
Concise updates
Dates, access, blockers, next steps.
Clean documents
Photos, checklists, disclosures in one place.
Access logs
Who has keys/codes and when.
Deadline tracking
Court and contract timelines.
Options summary
Retail vs. as‑is with net sheet bullets.
Professional tone
Calm, respectful, on‑time responses.
Attorney Communication Playbook
- Send a 1‑page “Quick Wins” update after intake and after walk‑through.
- Share photos and a short options summary; request feedback on approvals needed.
- Agree on preferred cadence (weekly or milestone‑based).
- Escalate blockers early with clear requests and deadlines.
Scripts
“I’ll keep updates to a single page with dates, access, and next steps. Anything else you prefer included?”
“Here are two viable paths with net estimates; which aligns best with the PR’s goals?”
Assets
- Attorney update template (one‑pager).
- Access log template and key‑holder list.
- Milestone checklist for court/contract deadlines.
Targets
- Send first attorney update within 3 business days of intake.
- Zero “missing doc” requests on active files after week one.
Want help turning this into action?
Get our attorney update templates and lead flow so files move quickly with less friction.