Do Your Clients’ Successor Trustees
Know What to Do
When the Time Comes?
Secure Future Trust Administrations by Beginning a Relationship RIGHT NOW with Your Clients’ Trustees!
(Plus Generate Immediate New Revenue!)
Many estate planning attorneys prepare a Living Trust for their clients and then never see their clients again. For those who do see their clients for updates on a regular basis throughout the years, they still have not done a whole lot to develop a relationship with the Successor Trustees of the clients, to properly prepare them for when the time comes, or even be a familiar face or name to go to when the time comes.
This is why nationally renowned estate planning attorney, Philip Kavesh, has put together a Successor Trustee Seminar—a presentation just for your clients and their Successor Trustees!
The seminar entitled, “The ABCs of Successfully Acting as Successor Trustee”, is helpful for explaining the estate planning process to your clients’ Successor Trustees before diving in and explaining the important do’s and don’ts of being a Successor Trustee. Paired with Phil’s popular plain-English Successor Trustee Manual, this seminar is a powerful tool to not only educate your clients’ Trustees, but to also produce more revenue in the form of client reviews and updates, Successor Trustee Manual sales (right at the seminar!) and potential new estate plans generated from Successor Trustees who realize the importance of getting their own estate planning done or updated!
Whether you’re an estate planning attorney, financial advisor or CPA, being able to help your clients and explain the duties and role of the Successor Trustee is critical. So many of your clients have selected an individual to act as Successor Trustee who has never done this before and will be lost when the time does come (and may wander somewhere else for help). Prepare their Successor Trustee in advance and build a relationship with them now!
Present an in-person seminar, already tested and proven to work! Audiences are burnt out from Zoom webinars and many attorneys who’ve given them have found that the quality of and conversion to clients from webinar leads are nowhere near the same as in-person seminars!
Think about it… if this seminar helps you re-engage with even one client you haven’t seen in years, sell a few Trustee Manuals, or establish a relationship with one of your clients’ Successor Trustees so they either come in and get their own estate planning done with you or come in down the line to have you administer the estate when the client passes away, you would make back this one-time licensing fee you’ll pay to get this tested and proven seminar—and then some!
What’s Included in the Successor Trustee Seminar Package?
This product is delivered digitally (within one business day or less) and includes the following:
- PowerPoint Presentation with 49 slides to help educate and inform existing clients, prospective clients and their Successor Trustees about the important duties of a Successor Trustee. The talk includes a promotion to purchase the Successor Trustee Manual (sold separately), for existing clients to come back in for a review of their estate plan, and for Successor Trustees to book an appointment and get their own estate planning done or updated!
- Seminar Script so that you will know exactly what to say for each and every seminar slide, done in a powerful and effective manner to educate, entertain and engage the audience, helping convince attendees to make a decision with you and your firm right there, at the end of the seminar.
- Marketing Materials featuring a direct mail piece to drive attendees to the seminar (which can also be used via email).
- Seminar Handouts including a presentation outline to help attendees follow along and take notes, plus a response form to help capture leads at the end of the seminar.
- Implementation Tips with a 60-minute audio recording, covering how to properly implement this seminar in your practice so that you can hit the ground running immediately after your purchase
(NOTE: While in-person presentations are more effective, many of your clients may have trustees located out-of-state or who are unable to attend in-person, and this seminar is a fantastic option for an online webinar for them!)
The seminar slides are in a modifiable Microsoft PowerPoint file and the seminar outline, marketing materials, and some of the other seminar handouts are modifiable Microsoft Word files for you to be able to easily modify, edit and brand to you and your practice.
NOTE: The Successor Trustee Manual is a separate product, but can be licensed together with the Successor Trustee Seminar Package at a discounted bundle fee. See “Product Options” for more details.
NOTICE TO SOUTHERN CALIFORNIA PURCHASERS
This seminar was developed by Phil Kavesh and his law firm, which is located and services the Los Angeles and Orange County areas of Southern California. To protect its own interests, as well as yours, we currently do not license this product to purchasers located and practicing in the LA and OC areas.