“Top 40 Tax Planning Opportunities for 2025” by Robert Keebler, CPA & Peter J. Melcher, J.D.

The Ultimate Estate Administration Procedures Training Package

Properly Merge, Acquire & Sell a Practice Package

IRA Inheritance Trust® Legal Document Form Package

The Living Trust Seminar Marketing Package

E-BOOK: “A Proposed Hermeneutic for Designing the Appropriate Estate Planning Technique” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “The Swap Power in Usage in Grantor Trusts” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Defined Value Clauses in Estate Planning” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Family Business Succession Planning” by Paul Hood, J.D., LL.M. (Tax)

2025 Robert Keebler Chart Bundle Package

Coaching for Estate Planning Attorneys

The Ultimate Estate Planning Seminar Marketing Starter Kit

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2025” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

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: Owner’s Manual Inserts & Coverpages