“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.

Personal Consultation with Attorney Philip Kavesh

Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

The Ultimate Employee Handbook

INSTANT DOWNLOAD: “How to Set Your Fees”

COVID-19 Forms Package

Properly Merge, Acquire & Sell a Practice Package

Client Termination Letter Template

Follow-Up Letter to No Sale Prospects & Clients

The Ultimate Practice-Building Library

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

Step-By-Step Guide to The Client Referral Process

Living Trust: Full Color Flow Charts

Living Trust: Trust Identification Card

Living Trust: Drafting Notes Summary Page