Through The Ultimate Estate Planner, Inc., qualified and licensed attorneys have the ability to purchase a license to draft and use The Personal Asset TrustSM (“PAT”) in their practice. Depending on your particular need, we have three product packages available for you.
THE BASIC PAT PACKAGE
The Basic PAT Package comes with The Personal Asset TrustSM as a standalone Amendment Package. This is a perfect option for an estate planning attorney that already has his or her own Living Trust form and is just looking to market and update his or her clients’ plans.
One-Time Licensing Fee of $995
THE STANDARD PAT PACKAGE
The Standard PAT Package comes with the same features and products as the Basic PAT Package—with The Personal Asset TrustSM as a standalone Amendment Package—but it also includes the PAT Beneficiary Manual. The PAT Beneficiary Manual is a plain-English “Owner’s Manual” for clients and their beneficiaries to use to better understand what the PAT is and what to do with it. It’s also a great tool for the professional to study and use when explaining the concept of the PAT to clients in the simple terms. Another benefit of the PAT Beneficiary Manual is that it’s a great way to drive business after your clients pass away back to your firm to assist with the settlement of the estate.
One-Time Licensing Fee of $1,995
THE PREMIUM PAT PACKAGE
The Premium PAT Package comes with the same features and products as the Standard PAT Package—with The Personal Asset TrustSM as a standalone Amendment Package and the PAT Beneficiary Manual—but it also includes the PAT built into the full Living Trust form. This option is great for someone looking to update his or her clients’ plans, but also to offer the PAT as a core feature of his or her overall estate plan for clients. (NOTE: The Living Trust form is drafted for California law and is not customized on a state-by-state basis).
One-Time Licensing Fee of $2,495
THE ULTIMATE PAT PACKAGE
The Ultimate PAT Package comes with the same features and products as the Premium PAT Package—the PAT standalone Amendment Package, the PAT built into the full Living Trust form, and the PAT Beneficiary Manual—but also includes a complete, turnkey seminar marketing package to help you explain, market, motivate, and sell it the PAT to prospects and clients. The problems that the PAT resolve for so many prospects and clients is the major reason why most will decide to do business with you, so having the right tools to market and sell the PAT will be an invaluable addition to your implementation of the PAT to your practice!
One-Time Licensing Fee of $
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