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The Ultimate Estate Administration Procedures Training Package

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Properly Merge, Acquire & Sell a Practice Package

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Successful Initial Client Interview & Appointment Closing Tips Package

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IRA Inheritance Trust® Legal Document Form Package

$3,495.00Add to cart

Joint Exempt Step-Up Trust (“JEST” Trust) Legal Document Form

$149.00 – $1,495.00Select options This product has multiple variants. The options may be chosen on the product page

The Optimal Basis Increase Trust (“OBIT”) Legal Form & Clauses Package

$995.00Add to cart

The Personal Asset Trust Package

$4,995.00Add to cart

The Personal Asset Trust Package PLUS WealthDocx® Upgrade

$5,995.00Add to cart

The Successor Trustee Manual Package

$1,995.00Add to cart

The Ultimate Pet Trust Legal Document Form Package

$1,495.00Add to cart

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