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Legal Document Form Packages & Adjunct Manuals
Legal Document Form & Training Packages
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The IRA Inheritance Trust® Document Form & Technical Training Package
Now, you can provide this new, breakthrough IRS-approved trust strategy to your clients! Add a unique product to your estate planning practice, excite local advisors to refer more clients to you, and position yourself above the saturated living trust market! Package includes: CD containing Married and Single Legal Forms, Color Flow Chart, Ancillary Documents, Client In-Take Forms, and a 2-disc 3-hour Technical Training on DVD.
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The Personal Asset TrustSM (and Complete Phil Kavesh Living Trust) Document Package
Help protect your client’s beneficiaries from losing their inheritance to divorce, lawsuits, etc. with Phil Kavesh’s innovative Personal Asset Trust. These “PATs” spring out of the Living Trust as special beneficiary-controlled asset protection trusts that “wrap” their inheritance. Package includes: CD containing Married and Single Legal Forms (with the “PAT” language built into it), “PAT” Amendment Package with client marketing letter, “ Owner’s Manual” Inserts, 2-disc audio CD training on the PAT and Color Flow Chart.
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The Personal Residence Trust Document Form Package
Use this Qualified Personal Residence Trust ("QPRT") document package to offer an advanced-level product to clients at a premium price that assists them in saving estate taxes and gaining asset protection for their home. Package includes: CD containing Personal Residence Trust document, Owner’s Manual Inserts and Color Flow Chart.
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Successor Trustee & Beneficiary Manual Packages
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The Ultimate Successor Trustee Manual Package
 Our "Ultimate Successor Trustee Manual Package" is based on Phil Kavesh law firm's 30 years of unique experience in handling over 3,000 trust administrations after clients have passed.
Its contents, however, are generic and can apply to your Living Trust plans as well. The Manual contains over 150 pages chock-full of helpful, plain-English checklists and step-by-step procedures which will definitely prove invaluable to your clients and their Successor Trustees, by helping minimize potential legal fees, aggravation and anxiety! (View the Trustee Manual Table of Contents)
This Manual is so clearly instrumental to the proper implementation of a client’s plan, that it is an easy, “no-brainer” purchase decision (either separately or as something you add to new plans you do and command a higher fee or use as a “throw-in” to convince prospects to do business with you!).
Our Successor Trustee Manual Package comes complete with... READ MORE
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ELECTRONIC DOWNLOAD
$995
SAMPLE BINDER WITH DATA CD
$1,295 + S&H
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The “PAT” Beneficiary Manual Package
This third and final Manual in the Phil Kavesh Estate Planning Manual Trilogy, of 180+-pages, will help ensure that your client’s beneficiaries will know what the “PAT” is and how to properly implement it. This Manual, like the Successor Trustee Manual, comes complete with plain-English checklists and step-by-step instructions to assist your client’s beneficiaries to make sure that they get the most protection out of their PATs. Package includes: Sample Beneficiary Manual, CD containing Beneficiary Manual, along with client marketing materials. Limited-Time Bonus Item: “Quick-Start” DVD, along with the PowerPoint presentation used on the DVD for you to be able to make your own DVD to accompany your Beneficiary Manual. |
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The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.
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