Browse by Category

Featured Products

Showing 1–16 of 223 results

The Ultimate Estate Administration Procedures Training Package

$7,495.00Add to cart

Successful Initial Client Interview & Appointment Closing Tips Package

$995.00Add to cart

Products

Showing 1–16 of 223 results

INSTANT DOWNLOAD:”How to Properly Train and Onboard Support Staff”

$249.00Add to cart

INSTANT DOWNLOAD:”How to Successfully Hire Support Staff”

$249.00Add to cart

INSTANT DOWNLOAD:”Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment”

$149.00Add to cart

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

$19.99Add to cart

IRA Inheritance Trust® Legal Document Form Package

$3,495.00Add to cart

Joint Exempt Step-Up Trust (“JEST” Trust) Legal Document Form

$149.00 – $1,495.00Select options This product has multiple variants. The options may be chosen on the product page

Living Trust Seminar Marketing Package

$2,695.00Add to cart

Living Trust: Client Intake Form for Drafting Plan

$79.00Add to cart

Living Trust: Drafting Notes Summary Page

$49.00Add to cart

Living Trust: Full Color Flow Charts

$299.00Add to cart

Living Trust: Owner’s Manual Inserts & Coverpages

$299.00Add to cart

Living Trust: Trust Identification Card

$29.00Add to cart

PERSONAL CONSULTATION WITH PHILIP KAVESH (60 MINUTE CONSULTATION)

$3,495.00 – $11,940.00Select options This product has multiple variants. The options may be chosen on the product page

Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package

$1,295.00Add to cart

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

$99.00Add to cart

Private Group, Club & Organization Seminar Training Package

$695.00Add to cart

Contact Us

captcha