Estate Planning Questionnaire (Client with Trust/Existing Client)

Trustee Duties Upon Trust Funding Acknowledgement

Estate Administration Fee Agreement

Estate Administration Acknowledgement of Information Given

Checklist for Reviewing Another Attorney’s Trust

Acknowledgement of Information Given for Trustee Notification

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Planning Engagement Letter

“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

Client Termination Letter Template

Follow-Up Letter to No Sale Prospects & Clients

The Ultimate Practice-Building Library

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

Step-By-Step Guide to The Client Referral Process

IRA Beneficiary Trust: Disclosure Form