The Ultimate Estate Administration Procedures Training Package

Properly Merge, Acquire & Sell a Practice Package

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 (3 Versions)

Estate Planning Questionnaire (New Client)

Living Trust: Client Intake Form for Drafting Plan

Living Trust: Owner’s Manual Inserts & Coverpages

Estate Planning Acknowledgement of Information Given

Living Trust: Drafting Notes Summary Page

Living Trust: Full Color Flow Charts

Acknowledgement of Information Given for Portability

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

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

Living Trust: Trust Identification Card

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Divorce Checklist for Estate Planning Clients

Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate & Trust Administration Disclosure Form

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

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

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

Trust Protector Exercise of Power to Limit Potential Beneficiaries