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INSTANT DOWNLOAD: “Recession-Proof Your Practice—Best Practices to Survive Tough Times”

$149.00
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INSTANT DOWNLOAD: “How to Set Your Fees”

$199.00
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INSTANT DOWNLOAD: “How to Properly Conduct Employee Performance Reviews”

$99.00
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INSTANT DOWNLOAD: “The Top 10 Year-End Practice-Building & Marketing Ideas of 2020” by Kristina Schneider

$99.00
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COVID-19 Forms Package

$149.00
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Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

$795.00
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Properly Merge, Acquire & Sell a Practice Package

$795.00
(additional payment options available)
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VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates

$349.00
(additional payment options available)
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VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff

$349.00
(additional payment options available)
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VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

$349.00
(additional payment options available)
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Client Termination Letter Template

$15.00
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Follow-Up Letter to No Sale Prospects & Clients

$30.00
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Personal Consultation with Attorney Philip Kavesh

$1,495.00
(additional payment options available)
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The Ultimate Practice-Building Library

$4,995.00
(additional payment options available)
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Ultimate Estate Planning Client Meeting Forms Bundle Package

$249.00
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Living Trust Forms Bundle Package

$99.00
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Estate Planning Forms Bundle Package

$129.00
(additional payment options available)
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Estate Administration Forms Bundle Package

$149.00
(additional payment options available)
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Estate Planning Client Questionnaires

$49.99
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IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

$19.99
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Step-By-Step Guide to The Client Referral Process

$695.00
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Living Trust: Full Color Flow Charts

$49.99
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Living Trust: Trust Identification Card

$9.99
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Living Trust: Drafting Notes Summary Page

$19.99
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IRA Beneficiary Trust: Disclosure Form

$19.99
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IRA Beneficiary Trust: Client Intake Form for Drafting Plan

$19.99
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IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

$49.99
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Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

$19.99
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IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form

$29.99
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Trust Protector Exercise of Power to Limit Potential Beneficiaries

$29.99
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Client Survey and Referral Generator Package

Client Survey and Referral Generator Package
$249.00
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Living Trust: Owner’s Manual Inserts & Coverpages

$24.99
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Living Trust: Client Intake Form for Drafting Plan

$19.99
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Financial Advisor & Attorney Referral: Client Financial Assessment Questionnaire

$29.99
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Financial Advisor & Attorney Referral: Consumer Rights Disclosure

$29.99
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Financial Advisor & Attorney Referral: Client Permission Slip

$29.99
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Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

$29.99
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Trustee Duties Upon Trust Funding Acknowledgement

$19.99
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Co-Trustee Potential Conflict of Interest Disclosure & Consent

$19.99
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Acknowledgement of Information Given for Trustee Notification

$19.99
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Estate & Trust Administration Disclosure Form

$19.99
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Acknowledgement of Information Given for Portability

$19.99
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Estate Administration Client Agreement to Presence of Others at Meeting

$19.99
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Estate Administration Acknowledgement of Information Given

$19.99
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Estate Administration Fee Agreement

$19.99
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Divorce Checklist for Estate Planning Clients

$19.99
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Checklist for Reviewing Another Attorney’s Trust

$19.99
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Estate Planning Acknowledgement of Information Given

$19.99
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Estate Planning Engagement Letter

$19.99
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Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form

$19.99
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Estate Planning Client Agreement to the Presence of Others at Meeting

$19.99
(additional payment options available)
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Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate Planning Questionnaire (Client with Trust/Existing Client)
$29.99
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Estate Planning Questionnaire (New Client)

Estate Planning Questionnaire (New Client)
$29.99
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  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • Live Practice-Building & Marketing Virtual Event for Attorneys
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Unique Breakthrough Virtual Event for Attorneys (The Ultimate Level)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Free Resources
  • FREE CONSULTATION