The Successor Trustee Manual Package
Includes: Downloadable Successor Trustee Manual in a modifiable Microsoft Word document, direct mail marketing pieces, one-on-one sales script and PowerPoint presentation. This product does not include any items to be shipped to your office.
SKU SUCTEEMANUAL
NOTE: This product is NOT available for purchase by attorneys practicing in the South Bay area of Los Angeles.
$1,995.00
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Empower Your Clients. Elevate Your Practice.
Running a successful estate planning practice has never been more challenging. With the higher “permanent” estate tax exemption, many clients no longer need complex planning—leaving firms searching for fresh ways to provide value and generate revenue.
What if you could support your existing clients, improve their experience, and grow your practice—without revising their estate plans or selling a maintenance package?
For over two decades, Philip Kavesh’s Successor Trustee Manual has been a proven, high-value addition to his law firm’s services. Drawing from over 40 years of experience and 2,000+ trust administrations, this comprehensive Manual is packed with over 150 pages of plain-English checklists, step-by-step guidance, and practical insights to help clients and their successor trustees navigate the administration process with confidence and ease.
Best of all, it’s completely generic—applicable to virtually any Living Trust plan, regardless of which state it was created in. It’s a practical tool your clients will actually use—and one that helps reduce legal fees, confusion, and stress during a difficult time.
Offer it as a valuable standalone resource, bundle it with new plans to justify higher fees, or use it as a compelling incentive to win over prospective clients. However you choose to implement it, this Manual is a simple, effective way to stand out and serve your clients better.
NOTE: This Manual is not available for sale to the general public. If you are a Trustor or Successor Trustee seeking legal advice, please consult an attorney in your state. Need help finding one? Contact us—we’re happy to assist.
What’s Included in The Successor Trustee Manual Package?
This is a downloadable product that includes the following items:
- Modifiable Successor Trustee Manual with 150+ easy-to-follow pages chock-full of helpful, plain-English checklists and step-by-step procedures which will definitely prove invaluable to your clients and their Successor Trustees, by helping minimize potential legal fees, aggravation and anxiety!
- Client Marketing Letter & Flyer to help inform your clients of this unique product and get them to start ordering Manuals from you!
- Simple PowerPoint Presentation and Script so that you have the necessary tools to create a brief video presentation of your own or utilize this in your one-on-one meetings or other seminars. Sample video of attorney Phil Kavesh presenting the PowerPoint presentation included.
- One-on-One Sales Script to help you sell more of these Manuals to your existing clients and to use it for marketing leverage to help you close more estate planning and estate administration cases.
The Successor Trustee Manual Package includes modifiable documents in Microsoft Word format for you to be able to easily edit and customize. There is very little customization necessary, except for your firm’s name and contact information. Any references to California law (which are few and minimal) have been highlighted for you to make modifying the Trustee Manual easier.
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