Certified Estate Specialist (CES) Designation Class
Being successful in estate services is more than knowing how to sell; it is providing a service to families and estate stakeholders. Understanding the emotional and legal challenges of estates and transitions is key to identifying and solving problems for your client. In this course you will learn to recognize the various needs of your client, the comprehensive and complex process of estate liquidation, how to market and sell the assets, and how you can best profit from providing exemplary estate and transitional services. You’ll walk away able to communicate the value of your full-service offerings and increase your recurring clientele.
Upon completing this course, you will be able to:
Being successful in estate services is more than knowing how to sell; it is providing a service to families and estate stakeholders. Understanding the emotional and legal challenges of estates and transitions is key to identifying and solving problems for your client. In this course you will learn to recognize the various needs of your client, the comprehensive and complex process of estate liquidation, how to market and sell the assets, and how you can best profit from providing exemplary estate and transitional services. You’ll walk away able to communicate the value of your full-service offerings and increase your recurring clientele.
Upon completing this course, you will be able to:
- Create and maintain a business of estate services
- Discover ways to prospect, attain and grow your estate business
- Identify opportunities in estate and transitional situations
- Identify what the family and stakeholders may be going through regarding the estate process
- Describe the probate processes and how to communicate with attorneys and paralegals
- Identify how transitional services can be more profitable as additional revenue streams
- Determine the full value of your service and structure a proposal to meet client needs
- Book and conduct estate and downsizing liquidations
- Describe the value of networking and utilizing available resources and partnerships
Instructors: David P. Whitley, CAI, CES and Mike Fisher, CAI, AARE, ATS, BAS, CES, GPPA
CAIDavid lives in Fort Collins, Colorado, and conducts auctions throughout the Rocky Mountain region. In the summer of 1986, he attended auction school at Western College of Auctioneering. He also attended the University of Wyoming, eventually earning a BS in Agriculture Economics and a Juris Doctor from the University Of Wyoming College Of Law. Whitley Auction currently conducts around 60 auctions a year in real estate, commercial and industrial liquidations, government surplus, business liquidations, estates and other specialties. Whitley is a graduate of the Certified Auctioneer Institute and is a Certified Estate Specialist. Whitley is a member of the Colorado and Wyoming Auctioneers Associations. He is an active member and past director of the National Auctioneers Association. He was previously the Chairman of the NAA’s Education Institute.
Mike Fisher, CAI, GPPA, ATS, ARRE, BAS, CES
21 years experience in the auction industry
Conducted auctions in over 40 states and International Auction Specialist with many sales in Mexico
Featured speaker at many national/state conferences and seminars.
Vice Chair - Education Institute Trustee -National Auctioneers Association
Past President of the Alabama Auctioneers Association
Governor Appointed to Alabama State Board of Auctioneers -Vice Chairman
Vice Chair - Certified Auctioneers Institute -Indiana University
Certified Estate Specialist Instructor - National Auctioneers Association
