Mastering Pre-Probate and Inheritance Leads Across San Diego: A Goldmine for Real Estate Investors
In San Diego—where oceanfront homes, military relocations, and multigenerational 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 Diego, 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 Diego 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 Diego
San Diego County’s probate process is structured but slow, with both formal and informal probate options. 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 La Mesa 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 Chula Vista, 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 Diego Sellers Before the Market Does
Step 1: Use a Direct Mail Letter That Works
Here’s a proven message that performs well across North Park, El Cajon, and Oceanside:
Dear Property Owner,
Would you consider selling your property located at [XYZ Street] in San Diego, California 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 Diego-specific formatting. Whether you’re targeting Encinitas, National City, or Poway, your message gets opened.
When the Phone Rings—Be Ready to Listen
San Diego 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 Clairemont. 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 Diego leads in less time with:
- Triple-line dialing
- Voicemail automation
- Lead tracking and follow-up tools
Whether you’re calling leads in Escondido, Imperial Beach, or Santee, 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 Diego and beyond connect early, close faster, and simplify off-market deal flow.
Want help launching your San Diego campaign? Call Morry directly at (909) 315-5330
