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Do Your Clients and Their Successor Trustees
Know What to Do?


They will if you have our Successor Trustee Manual!

Now, more than ever, it has become increasingly difficult to run a successful estate planning practice. The higher estate tax exemption has reduced (pretty much eliminated) the amount of planning needed and it's become necessary for estate planners to figure out something new and exciting to offer clients.


For over the past 12 years, The Successor Trustee Manual has proven to be a great addition to the estate planning services provided by estate planning attorney Phil Kavesh’s law firm. This Manual is based upon almost 40 years of practice and Phil’s law firm’s unique experience in handling over 4,000 trust administrations after clients have passed. Its contents, however, are generic and can apply to just about any Living Trust plan in any state. Law firm clients consider this Manual to be so valuable that it has become a standalone product they are happy to pay for; plus, by including this Manual in Phil’s law firm's estate plan package, they have been able to increase their fees!


Just look at what one of your attorney colleagues
has to say about our Successor Trustee Manual...


The Successor Trustee Manual is an invaluable addition to our firm's Living Trust Package, as well as a great stream of income as a standalone product to market and sell to our existing clients. Implementing this package has resulted in a measurable increase in our average revenue per client and has created a stream of "checks in the mail" as we market this great product to our client database with the marketing materials included.
I highly recommend it for any Living Trust-centered practice!

Nelson Donovan, Esq.
Oregon, WI


This Manual is now available for estate planning attorneys to modify and brand to their own practice for a reasonable, limited-time discounted one-time licensing fee through Phil's company, The Ultimate Estate Planner!

Phil's unique Successor Trustee Manual Package comes complete with the following:

  • Modifiable Successor Trustee Manual with 150+ easy-to-follow pages chock-full of helpful, plain-English checklists and step-by-step procedures which will definitely prove invaluable to your clients and their Successor Trustees, by helping minimize potential legal fees, aggravation and anxiety! (View the Trustee Manual Table of Contents)

  • Client Marketing Letter & Flyer to help inform your clients of this unique product and get them to start ordering Manuals from you!

  • Simple PowerPoint Presentation and Script so that you have the necessary tools to create a brief video presentation of your own or utilize this in your one-on-one meetings or other seminars. Sample video of attorney Phil Kavesh presenting the PowerPoint presentation included.

  • One-on-One Sales Script to help you sell more of these Manuals to your existing clients and to use it for marketing leverage to help you close more estate planning and estate administration cases.

Phil normally licenses this Manual for a one-time payment of $995. However, you have the opportunity to save $500 and get this package for just a one-time license of $495! If you just get one more client to engage you or a Trustee to come back and do a trust administration with you - - or perhaps even save you the time and headache of the endless calls and e-mails that you get with basic questions - - you will more than pay back this one-time investment!

However, to take advantage of this special offer, you must act right away, because this limited-time offer from Phil and The Ultimate Estate Planner is only good for the next 24 hours!


If you have any questions, you can reach The Ultimate Estate Planner directly at 1-866-754-6477 or by e-mail at info@ultimateestateplanner.com.



Don’t forget! This offer expires in 24 hours so be sure to ACT NOW!



COURTESY OF



1.866.754.6477 | info@ultimateestateplanner.com


NOTE: This promotion is only good for orders placed through this particular e-mail promotion and on orders made between October 30, 2018 and 9pm Pacific Time on October 31, 2018. Not valid with any other offers. No promo code needed to apply discount. All product files are sent electronically within one(1) business day of order. ALL SALES FINAL. NO REFUNDS.


7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063