The Ultimate Successor Trustee Bundle

Empower Your Clients. Strengthen Your Relationships. Elevate Your Practice.

In today’s estate planning landscape, many clients need less complex planning—yet they still desperately need clarity, guidance, and support for the moment their plan actually matters. The greatest value you can deliver now isn’t always a new document… it’s peace of mind.

This bundle gives you exactly that.

For over 20 years, Philip Kavesh’s The Successor Trustee Manual Package and Successor Trustee Seminar Marketing Package have helped thousands of clients and their trustees confidently navigate the critical responsibilities that come after incapacity or death. Together, they create a powerful, ready-to-implement system that enhances your client experience, deepens your professional relationships, and generates predictable revenue for your practice.

What’s Inside This Bundle

✔ The Successor Trustee Manual Package

Drawing on 44+ years of experience and 3,000+ trust administrations, this 150+ page manual delivers:

• Plain-English checklists

• Step-by-step guidance

• Practical insights for nearly any Living Trust

• A fully generic format suitable for trusts from any state

Clients and trustees finally get a clear roadmap—saving them stress and confusion while reducing your firm’s time and troubleshooting load. Offer it as a standalone resource, include it with new plans, or use it as a compelling incentive for prospects.

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.

✔ Successor Trustee Seminar Marketing Package: “The ABC’s of Successfully Acting as Successor Trustee”

This professionally designed, ready-to-deliver seminar equips your clients’ Successor Trustees long before they’re required to act. You get:

• A complete seminar script and outline

• PowerPoint slides

• Marketing materials

• Response forms for follow-up and appointments

This engaging presentation not only educates—it drives revenue through client reviews, updates, manual sales at the seminar, and estate plans generated from trustees who realize they need one themselves. Deliver it in person or virtually to reach trustees wherever they live.

Why This Bundle Matters

Most clients choose Successor Trustees who have never served before and will be overwhelmed when the time comes—often while dealing with grief or declining capacity of a loved one. With this bundle, you give them support before the crisis hits, while building long-term, trust-based relationships with the next generation.

Whether you’re an estate planning attorney, financial advisor, CPA, or other professional, this bundle ensures you stand out, provide unmatched value, and strengthen your practice for years to come.