Attorney Affiliation Details Page

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Attorney Affiliation Details Page

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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, and utilize our excellent support services as your back office. Our system allows you to build the estate planning portion of your business by receiving referrals from our network of Independent Advisors, save valuable time on research of federal law changes, and reduce the cost of generating new clients.

 

1.  Sign up and receive a custom software program designed to generate documents by state, a sample client Workbook, and a sample trust (full binder) for your state.

2.  Input the client information into the software; send the information electronically to our main office.

3.  We will prepare the documents and ship them by FedEx to your door within 2 weeks.  An email with a PDF attachment of the trust will be sent to you automatically upon shipping.  Please note: We will work with each attorney on special requests, for example, we are happy to email a draft of the documents prior to print for any additional changes at no charge.

Training/Education Course INCLUDED

A training course is included in your sign-up fee, The Basic Institute for the Estate Preservation is offered several times a year (also known as New Affiliate Training).  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 27 years of proven results.  For information on The Basic Institute for the Estate Preservation please click here.

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 forms, marketing materials, workbooks, etc.

Referrals INCLUDED

We offer free referrals/leads when you sign up as “Affiliate” that are generated through The Living Trust book and through this website.

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 Gold membership to the website, and our newsletter The Quill.

Gold Membership INCLUDED

ACCESS TO ALL:  Articles, Quill e-newsletter, Videos, Seminars, Case Studies, the Forum and Blog, 25% off Education, 45% off Training Institutes, Infographics, Tools and the Affiliate Resource Center.

Annual fee:

When you sign up as an Affiliate, you are signing up as an affiliate in our network.  There is a $195 annual affiliation fee processed through automatic renewal at the end of your fiscal year from the date of sign up.  You will receive notification from us in advance of the auto-renewal transaction of $195 providing you the option to either approve or decline another year of affiliation.

GET STARTED NOW… Easy as 1-2-3

1. Download the application, please print, fill out and submit it by faxing or emailing it to info@tepsource.com or 775-828-4444.

2. Once we receive the application, we will review and approve it.  We will contact you upon approval and payment. (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.

Join Now for Website CROPPED

Sign Up Price: $695.00
Attorney Application Packet

 

 

 


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