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Monday, June 15 · daily briefing

Good morning. Here's what needs you.

9 estates with real property are in the pipeline, 4 family decisions are blocking a clear, and active properties are bleeding $8,900/mo in carrying costs. Start with the highest-priority calls below.

Hot probate leads
9
estates w/ real property
Pipeline value
$5,825,000
total estate value
Tier-A attorneys
3
of 8 scored
Carrying cost / mo
$8,900
3 active properties

Active clearings

Properties in progress — decision velocity drives the completion date.

Robert Henderson · 418 Worman's Mill Ct
decisions · 2,840 sqft
$2,740/mo
11/15 decisions73%
Frances Albright · 55 Sugarloaf Pkwy
cataloging · 3,920 sqft
$3,980/mo
Arthur Bell · 603 Clover Hill Rd
execution · 2,080 sqft
$2,180/mo

Recent calls

David Okaforbooked meeting

Opened on the Whitmore estate specifically. Okafor was handling it and receptive; the executor is overwhelmed with the Hagerstown house. Booked a 30-min intro for next Tuesday.

Susan Whitfieldfollow up

Reached Susan briefly. Interested but mid-trial; asked us to call back after the 15th. Mentioned the Pace estate could use help.

Gregory Salazarreferral

Salazar liked the inventory-report angle for accounting. Referred us to the Marsh estate executor and asked for a sample closeout report.

Raymond Chuno answer

Voicemail. Left a 20-second message referencing the Kim estate and our delay calculator.

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