The Method

How the brief is sourced.

A transparent look at how we turn messy court dockets into a clean spreadsheet. For the full primer on Ohio probate records, read our guide. To see the sourcing side from the investor angle, read how to find probate real estate in Ohio.

Data collection

Each week we manually review the probate dockets for Greene, Warren, Montgomery, Clark, Butler, Miami, and Hamilton counties. We identify estate cases filed in the previous seven days and open each docket.

Verification and tiering

We extract the docket fields (decedent, case number, filing date, executor or administrator, attorney of record), then confirm each estate against the county auditor’s property records: owner match, sold-status check, appraised value, year built. Every case gets a Lead Tier (A, B, or C) and written Lead Notes, formatted into a clean, structured spreadsheet.

Delivery

You receive the updated file by email every Monday morning: 40+ columns per lead across docket, property, executor, and attorney data. Ready to open in Excel or import into Google Sheets or any CRM. View pricing plans.

Answers

Frequently asked questions.

Which counties do you cover?

We cover seven counties in Southwest Ohio: Greene, Warren, Montgomery, Clark, Butler, Miami, and Hamilton. We specialize in this specific region to ensure our transcription and data verification remain reliable and current.

When and how do I receive the data?

Every Monday morning, we email you a secure link to your master file. New filings from the past week are added, and any earlier leads that have since sold or changed status are flagged, so you always have the current picture without comparing files. The file is an Excel workbook, and a plain CSV is available on request.

Is this data enriched with skip-tracing or phone numbers?

We strictly provide data as it appears in the public record. While we include phone numbers or emails if they are part of the original court filing, we do not supplement reports with third-party databases or skip-traced information.

What if a field is missing from a case?

Information availability depends entirely on the specific court filing. If a property address or estimated value was not listed by the petitioner in the public docket, that field will be blank. We provide the official record without speculation.

Can I cancel my subscription?

Yes. Our subscriptions are month-to-month. You can cancel at any time, and you will retain access to the data until the end of your current billing period.

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