Attorneys
Your back office solution to estate planning documents
How We Help Attorneys
As an attorney in our Licensed Attorney Network, you will be able to provide the finest estate planning document packages to your clients, matured through more than 1,000 network attorneys over 30 years, and utilize our excellent support services as your back office by printing, assembling and shipping your client documents ready for signing. Plus, with our system you can pay as you go – no high up-front or ongoing fees. Our system allows you to focus on building the estate planning portion of your business with specialized marketing materials, referrals from our network of independent advisors, save valuable time on research of law changes, and significantly reduce the cost of generating new clients.
As an attorney in our Licensed Attorney Network, you will be able to provide the finest estate planning document packages to your clients, Our system allows you to focus on building the estate planning portion of your business with specialized marketing materials, referrals from our network of independent advisors, save valuable time on research of law changes, and significantly reduce the cost of generating new clients.
If you’re new to Estate Planning or need to brush up on your skills, our comprehensive Basic Training course is included with your affiliation and is available in person or online.
In our 30 years of business, with the assistance of over 1,000 network attorneys, we have refined and matured our trusts to produce some of the most secure and complete documents available today.
The process is easy:
1. Once approved, you will have access to a custom software program designed to generate documents by state, a sample client Workbook, a sample trust (full binder) for your state, and other pertinent materials including an educational and marketing portal with materials that help you build your practice.
2. Then, when you’re ready to send a trust for processing, you will input the client information into the software and send the information electronically to our main office.
Once we receive the information, we will create the documents to your specifications. Then, you may:
- Have a draft sent to you for review and approval, or you can
- Have the documents printed and shipped.
3. Once approved, we prepare and package the documents in a high-quality binder and ship them to the address you choose. An email with an encrypted PDF attachment of the entire trust package will be automatically sent to you at time of shipping.
Training/Education Course INCLUDED
A training course is included in your set-up fee, The Basic Institute for the Estate Preservation is offered several times a year. It is necessary to complete this course within your first year of affiliation. We require this course because we have found it to be extremely valuable in your performance and success. We've gathered nearly 30 years of proven results. For information on The Basic Institute for the Estate Preservation please click below.
Resource Center INCLUDED
You will have access to the Affiliate Resource Center. This is a password protected area you will be given access to utilize numerous tools and resources at your fingertips. It includes items such as articles, educational materials, forms, marketing materials, workbooks and more.
Referrals INCLUDED
We offer free referrals to our trusted Network professionals that are generated through The Living Trust book and through our websites.
Expert Support INCLUDED
We offer expert support for client estate planning solutions (strategy), developing business strategies, tracking changes in federal law and tax code that will impact the industry, and keeping you alert of the changes through email, your Affiliate membership to the website, and our newsletter The Source.
Affiliate Membership INCLUDED
ACCESS TO ALL: Articles, The Source e-newsletter, Videos, Seminars, Case Studies, the Forum and Blog, 25% off Education, 45% off Training Institutes, Infographics, Tools and the Affiliate Resource Center.
Attorney Benefits
1. Request your Information & Application Packet, please print, fill out and submit it by faxing to 775-828-4444 or emailing it to [email protected]
2. Once we receive your completed application, we will review it and once approved, it will be processed. (Any application that is not accepted will receive a full refund or not be processed.)
3. We will send, by FedEx ground, your custom software, a sample trust (full binder) for your state, a sample client workbook, and The Living Trust book by Henry Abts III. Included in your sign up price is our educational training course; The Basic Institute for Estate Preservation, it is recommended you attend this course at your earliest convenience. The training manual you will receive is for this training course.