The Ultimate Estate Administration Procedures Training Package

Streamline Trust Administration and Turn It Into a Profitable, Efficient Operation

Are your trust administrations taking 12 to 24 months to complete—or worse, falling through the cracks entirely? What if you could consistently close 10 to 15 trust administration matters per month, most within just 3 to 6 months?

Nationally renowned estate planning attorney Phil Kavesh has done exactly that in his own law firm, managing up to 100 open matters at a time—all with a flat-fee model that has transformed trust administration into a major profit center. Now, you can learn and implement the exact system his firm uses.

Introducing: The Ultimate Estate Administration Procedures Training Package

This comprehensive, step-by-step training is designed specifically to help estate planning firms improve efficiency, client service, and profitability within their Estate and Trust Administration Departments. It focuses on practical systems—not legal theory—including everything from client intake and asset collection to tracking progress and finalizing matters.

What’s Included:

• 8 training modules

• 137 ready-to-use exhibits (letters, checklists, scripts, and forms)

• A proven process that’s been refined over decades in a high-volume practice

⚠️ Note: This is not a legal or technical training. It’s purely focused on operational processes and procedures. Probate is not included, though we provide recommendations on outsourcing this work if needed.

If you’re ready to reduce case timelines, improve client satisfaction, and turn estate administration into one of your most lucrative practice areas—this is the training your team needs.