Are You Closing 10 to 15
Trust Administrations Per Month
(and Each Matter Within 3 to 4 Months)?
There’s no doubt about it, the pre-planning part of the estate planning practice is much easier to systematize. We have found that more and more firms struggle to be efficient and provide the best customer service in their Estate and Trust Administration Departments. From the initial inquiry about services to gathering asset information from the clients and being able to keep up with where all of the matters are at any given time. Most firms run around 12 months or more to complete most administrations, and we’ve even seen some firms take upwards of 18 to 24 months to close their administration matters (YIKES!).
This is an area where nationally renowned estate planning attorney, Phil Kavesh, and his law practice have fine-tuned the processes to streamline the Trust Administration Department. We have a process, checklist, script, and system and an entire system around how we get clients through the process efficiently and with the best customer service possible. Phil’s law firm is managing anywhere around 80 to 100 matters at any given time, settling most within 3 to 6 months and closing anywhere from 12 to 15 per month. It’s become a HUGE money-making profit center for his firm - - and all this on a flat-fee basis!
We are pleased to present…
The Ultimate Estate Administration Procedures Training Package
This is a comprehensive, step-by-step, modular package to help your entire Estate Administration Department get far more efficient in your trust administration process. There’s nothing else out there like this!
This product includes 8 modules and 137 exhibits chock-full of letters, checklists, forms, and everything that you will need to implement what you learn! Check out the Details tab for more details, including a Table of Contents of the Exhibits.
IMPORTANT NOTE
It’s important to note that this training is not a legal or technical training. This product is solely about processes and procedures to help you systematize your estate administration department. Additionally, this product will not address the Probate process. Not only are probate processes state-specific, but they are something we have found better to outsource to an outside contract probate paralegal service (something we will also address in the training, if interested).
What’s Included in The Ultimate Estate Administration Procedure Training Package?
The Ultimate Estate Administration Procedure Training Package includes the following:
MODULE #1:
Introduction & Overview
MODULE #2:
Getting More Trust & Estate Administration Clients (Marketing)
MODULE #3:
Initial Contact with Your Firm and Getting an Appointment Booked
MODULE #4:
Preparation for the Initial Trust & Estate Administration Meeting
MODULE #5:
Conducting the Initial Trust & Estate Administration Meeting
MODULE #6:
How to Set Your Fees (and Make More Money in Administration Work!)
MODULE #7:
Client Service During the Administration Process and Collection of Assets
MODULE #8:
The Closing Meeting (and Ongoing Planning)
Each module includes an audio and video presentation (along with the PDF Presentation Slides to follow along and take notes), plus 137 Exhibits with supporting scripts, letters, forms, and checklists to help you and your team successfully implement what you learn.
VIEW TABLE OF CONTENTS
We have packaged this product in a way so that you can listen to the parts in sections and you will have it as a permanent resource in your practice to reference.