Through The Ultimate Estate Planner, Inc., qualified and licensed attorneys have the ability to purchase a license to The Personal Asset TrustSM (“PAT”) legal document form and accompanying materials to implement this unique trust strategy in their practice.

THE PERSONAL ASSET TRUSTSM PACKAGE

You can get everything that you will need in order to implement this strategy into your practice with The Personal Asset TrustSM Package.  This package is a one-time licensing fee that you will quickly and immediately be able to get the legal document form, training, and marketing materials to be able to amend virtually every single Living Trust you’ve ever drafted!

This package includes the following items:

LEGAL & TECHNICAL TRAINING MODULE

  • Married & Single PAT Amendment
    • Microsoft Word
    • Very little customization/inserts required
  • Technical Training
    • Discussion of the major technical issues and key legal document provisions
    • Walk through of the legal document form, including a review of what improvements and enhancements have been recently added and made
    • In-Depth Technical Memorandum from Edwin Morrow, III with 100+ footnotes and citations to back up the enhanced income tax benefits of the PAT
  • PAT Beneficiary’s Operating Manual
    • Detailed plain-English Manual that will help you (the attorney) and the beneficiaries better understand the PAT, how it works, and how to make sure it is implemented properly when the time comes – – through short chapters with simple executive summaries and action checklists.

MARKETING MODULE

  • Client Amendment Project Marketing
    • Direct mail piece, including cover letter and short more technical memorandum
    • Response/Order Form
  • Marketing Flyer
    • Simple flyer explaining and demonstrating the benefits of the PAT concept
    • Can be used as a handout and for one-on-one talking points/discussion
  • Marketing Training
    • Audio recording where Phil will provide you step-by-step instructions on how to explain, market and sell this unique concept to your prospects, clients and referral sources
  • PowerPoint Slides & Script
    • A few key PowerPoint slides that can be added to any presentation or used as visual aids in your one-on-on meetings
    • Script so that you know exactly what to say for each slide and how to explain the PAT

REGULAR PRICE: $5,995

INTRODUCTORY PRE-SALE PRICE: $4,995

Monthly Payment Plans Available

OR CALL 1.866.754.6477 TO PLACE YOUR ORDER BY PHONE!

Think about it, just a handful of amendments to your existing clients
will more than make back the entire cost of this one-time licensing fee!


HAVE SOME QUESTIONS?

Call us at 1.866.754.6477 to get any questions that you may have answered.