Successor Trustee Seminar Marketing Package

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As estate planning professionals, it is important that you are fully servicing your clients’ estate planning needs. An often overlooked item by many estate planning professionals is being proactive in educating and assisting clients and their loved ones with the role of Successor Trustee. If you think about it, most people have not (or never will) serve as Successor Trustee. Also, once your clients pass away, what guarantee do you have that they will come back to you for assistance in the administration of the estate?

Mr. Kavesh has developed this unique seminar specifically targeting existing clients and their Successor Trustees. During this seminar, attendees are educated on the importance of proper estate planning, as well as several slides that cover the role of Successor Trustee. At the conclusion of the seminar, attendees are given the opportunity to schedule an appointment - - a great way to reconnect with clients that haven’t been in to review and update their estate plan in some time, as well as scheduling appointments to service the estate planning needs of their Successor Trustees. For an additional cash flow boost, you can also sell our Successor Trustee Manual right in the back of the room at the seminar.

In the past, Mr. Kavesh has had well over 100+ people in attendance to this seminar and between Successor Trustee Manual sales and estate planning plans for new clients and updated plans for existing clients, his firm has regularly generated anywhere between $30,000 and $50,000 from this seminar!

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Benefits of the Successor Trustee Seminar Marketing Package

Here are just a few benefits of our Successor Trustee Seminar Marketing Package.

  • A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
  • No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do!
  • We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
  • Our seminar has been tested and proven to work. One of the biggest benefits of our Successor Trustee Seminar Marketing Package is that it’s been tested and proven to actually work in Mr. Kavesh’s law practice. This isn’t a seminar that he put together for the purpose of selling to others. He put this seminar together for his law practice and regularly gives this seminar throughout the year with consistent results. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
  • On-going support. It is important to us that you are successful with the products that you purchase from us, which is why you not only receive an Implementation Program with our Successor Trustee Seminar Marketing Package, but we are also always available for any of your questions or implementation issues that you may run into.

What’s Included in the Successor Trustee Seminar Marketing Package?

The Successor Trustee Seminar Marketing Package comes with the following items:

  • Seminar PowerPoint Presentation with over 50 slides to help educate and inform existing clients, prospective clients and their Successor Trustees about estate planning and a review of the important action items for Successor Trustee.
  • Seminar Script so that you will know exactly what to say for each and every seminar slide, done in a powerful and effective manner to educate, entertain and engage the audience, helping convince attendees to make a decision with you and your firm at the end of the seminar.
  • Seminar Marketing Materials featuring a direct mail piece that was used to drive interest and attendance to the seminar.
  • Seminar Handouts including a seminar outline and response form to help attendees follow along and give you a tool to help capture leads at the end of the seminar.
  • Appointment Booking Tools including a discount certificate to help incentivize and motivate people to schedule appointments and appointment cards to help make the appointment scheduling process go over smoothly and efficiently.
  • 60-Minute Audio Implementation so that you can easily and quickly implement this product in your practice and hit the ground running immediately after your purchase!

All of the forms come in a modifiable Microsoft Word or Microsoft PowerPoint format for you to be able to easily modify, edit and use in your practice.

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