From now through July 31, 2017, we are pleased to announce a special offer on our Successor Trustee Manual Package! Please take a few minutes and find out more about our Successor Trustee Manual Package and what's included with this particular product.


successor-trustee-manualThe Successor Trustee Manual Package comes with the following items:

  • Modifiable Successor Trustee Manual in Microsoft Word (with just a few spots highlighted where customization may be required for your law firm or stat law; you should be able to get it up and running in under an hour!).  The Manual comes with 150+ easy-to-follow 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 (and your wasted, unbillable time), as well as, aggravation and anxiety for the Trustee! (View the Trustee Manual Table of Contents)
  • Client Marketing Campaign so that you can market this new product to your clients, get them sending in their orders, and even get them to come back into your office and set up review meetings with you! 
  • PowerPoint Presentation and Script so that you have the necessary tools to explain the Manual in your seminar presentations and create a short presentation on video that you can use as a "free bonus" or incentive with the Manual (sample Quick-Start DVD not included in the Basic Package).
  • One-on-One Sales Script to help you sell more of these Manuals to your existing clients and to use it for marketing leverage to help you close more estate planning and estate administration cases.
  • A 60-Minute Implementation Audio Training so that you can hear from Phil Kavesh himself on how to implement this package right away into your practice!
  • STANDARD & PREMIUM PACKAGE ONLY - Sample Manual with Sample Quick-Start DVD with the complete Successor Trustee Manual printed and assembled with tabs in a binder, along with a sample Quick-Start DVD entitled "What the Successor Trustee Needs to Know First" and a Trustee Consultation Certificate will also accompany the Manual. (Sample Manual not as shown above)

The Basic Package includes a downloadable link so that you can download your product order.  This Package does NOT include the Sample Binder or Quick-Start DVD.  This promotion applies to the Standard and Premium Packages as well.  To order a Standard or Premium Package, click here.  You can use the promo code TEEMAN2017 to take advantage of the 50% discount.



To preview a chapter of the Manual, simply complete the request below and we will e-mail you a chapter to review and help you make your purchase decision.




The regular cost of the Basic Successor Trustee Manual Package is a one-time licensing fee of $1,695. However, if you place your order on or before Monday, July 31, 2017, you can save 50% and get this amazing tool (that has made Phil’s law firm many tens of thousands of dollars in revenue) for just under $850!  Be sure to apply the promo code TEEMAN2017 when checking out to apply your special, limited-time discount!  

Just a few Manual sales or one new client will
more than return your investment!


This special offer expires on Monday, July 31, 2017,
so be sure to place your order before it's too late!

If you have any questions,
please contact us at orders@ultimateestateplanner.com or at 1-866-754-6477.





The Successor Trustee Manual is an invaluable addition to our firm's Living Trust Package, as well as a great stream of income as a standalone product to market and sell to our existing clients. Implementing this package has resulted in a measurable increase in our average revenue per client and has created a stream of "checks in the mail" as we market this great product to our client database with the marketing materials included. I highly recommend it for any Living Trust-centered practice!
- Nelson Donovan, Esq.
Oregon, WI

Review a Chapter