$3000 Value*

This powerful education and sales tool has single-handedly brought hundreds of clients to the point of saying, “Yes, I want you to prepare my Living Trust.” It took us years, and thousands of dollars, to refine and perfect this marvelous brochure. I have used it thousands of times over many, many, years. I will show you how to effectively use it in a variety of ways to educate and gently bring clients to “yes".

$3000 Value*

This is a marvellous 14-minute video that you may use in a variety of ways. Many clients come to us by referral from family or financial professionals. Before these referrals arrive in our office, they review this wonderful video. It advocates and prepares them for our meeting. They feel comfortable and ready to proceed before we even say “good morning”. It took years to create and many thousands of dollars. You will receive license to use this marvelous tool, anywhere you are licensed to practice law.

$2500 Value*

Our FOLLOW-UP program is pure alchemy! Our Silver Bullet Marketing Plan consistently, without fail, always puts prospective clients in the seat; our presentation moves them from the seat to your office and our gentle intake process closes clients. But some, for a variety of reasons, choose not to move forward immediately. Our follow-up program brings them back in the office, ready to go. It is super simple and convenient and it works. It took us years of trial and error to perfect. You get the end result—magic.

$5000 Value*

If your clients have an heir that is receiving government benefits such as SSI or Medicaid, the heir will be limited in the amount of inheritance they can receive. Congress in 1994 created a law that would allow heirs with disabilities to continue to receive their government benefits and receive the full benefit of their inheritance. But to do so requires a special trust. We will give you the template for the “Special Needs Trust," (also referred to as the “Supplemental Needs Trust”). You could, conceivably build an entire practice just on this.

$10,000 Value*

Even if you have never practiced in this area of law, you will quickly become adept and skillful. The entire Trust Centered Estate Plan is included with templates and step by step commentary. It has been tested, refined and improved in thirty-five years of practice. Each part vetted in the real world--the real world of many, many clients and their families relying upon it in death to protect their families. The Intake process, alone, is worth the purchase price. This simple and gentle process of interviewing clients will close client after client and overcome objections before objections are even expressed. And, that is just one of scores of benefits of this exceptional Trust Centered Estate Plan practice.