Unique Legal Document Forms & Technical Training
Legal documents might seem standard, but any estate planning attorney that has seen the shoddy work out there knows that all document provisions are not the same! We are pleased to offer very reasonable, one-time licensing fees for a number of essential legal document forms for estate planning attorneys to purchase and use to prepare estate plans for their clients. Anything from The Personal Asset TrustSM inheritance feature built into the Living Trust document, to our popular, IRS-approved standalone IRA Beneficiary Trust, known as the IRA Inheritance Trust®, to a number of our niche and unique document forms for specific types of planning. You don't need any complicated or separate licenses to use our legal forms and these legal forms can be added to just about any word processing platform and used by any licensed attorney! Plus, many of the legal document forms include the technical training needed to implement and use the documents!
THE TRILOGY OF ESTATE PLANNING MANUALS
The Unique Personal Asset Trust ("PAT")
Want a unique feature to add to your Living Trust plan so you can update virtually every single trust you've ever drafted? Then be sure to add on our Personal Asset TrustSM today! In this package, you will receive the PAT Amendments, as well as the PAT Beneficiary Manual, PAT Technical Training, and PAT Marketing Module. Set yourself apart from the rest and add the PAT to your practice today!
The Successor Trustee Manual Package
One of the easiest products to immediately implement, the Successor Trustee Manual is over 150 pages of plain-English instructions intended for you to modify, customize and brand to your firm and distribute to your clients and their successor trustees. This Manual is a great way to help guide your clients and their trustees when the time comes and to get their trustees to engage your estate planning and administration services.
IRA Inheritance Trust®—Updated for the SECURE Act 2.0
Our unique standalone IRS-approved IRA Inheritance Trust updated for SECURE Act 2.0 to help you plan for your clients' IRA and retirement assets. This IRA beneficiary trust helps your clients can pass along their IRAs to their loved ones with better asset protection and help reduce income taxation.
Additional Legal Document Forms
The IRA Inheritance Trust®
Our unique standalone IRS-approved IRA Inheritance Trust updated for SECURE Act 2.0 to help you plan and protect your clients' IRA assets!
The Flexible Irrevocable Trust
Also known as an "ILIT", but also applicable for other lifetime gifts, this trust document has the flexibility to adapt to your clients' needs and changed circumstances after it is established—making it a revocable irrevocable trust!
The OBIT Trust
Nationally renowned attorney, Edwin P. Morrow III, has put together this unique trust strategy known as the "OBIT" and the "Upstream OBIT" to help clients ' beneficiaries save significant capital gains taxes!
The JEST Trust
Estate planning attorney, Alan S. Gassman, has made available his "JEST" Trust—a trust strategy designed to help married clients in non-community property states to preserve their wealth and save income taxes through a "double step-up"! No joke! ☺
The Ultimate Pet Trust
Nationally renowned estate planning attorney and Pet Trust expert, Eden Rose Brown, has assembled a unique pet trust document form (both as a standalone trust, as well as language needed for your basic Living Trust) to better protect your clients' furry friends!
Would You Like to Monetize
Your Trust Documents?
Do you have a unique trust document that you would like to license to other estate planning attorneys? Let us help!
I followed Phil’s HIPAA Upgrade System exactly as he lays out to do so and in a couple of months, we had 40 of my 500+ clients send checks in for the update, which has generated about $20,000 of additional revenue for me and my firm. I had to hire an additional legal assistant to work on this project. We plan on sending out a second follow-up letter to generate additional revenue!
It’s only been 2 weeks since we started marketing Phil’s HIPAA Amendment Package and we have already made $20,000 with 72 responses from only 417 letters sent out. We’ve got a lot more to send out too! We can’t thank Phil and his team for all of their hard work and help to allow us to make more money. We really appreciate all of the great advice and this product to help us service and monetize our existing client database!
I am thankful every day since meeting Phil back in Las Vegas in 1993. His systems, systems, systems are great! We are a 2-lawyer firm and we started utilizing Phil Kavesh’s Personal Asset Trust back in October 2005. In just under a year, we prepared over 200 PATs and 2006 was one of the highest grossing years in my firm’s 29 years of existence! Also, I saw the huge potential to update our clients’ trusts with Phil’s HIPAA Amendment and we made in excess of $350,000 just marketing this feature to our existing client database. Our clients absolutely love the features of the PAT and HIPAA Amendments we are now using thanks to Phil’s Living Trust Legal Document Form Package. I can’t thank Phil enough for showing me the way!