Advisor Recruitment Webpage

We would like to introduce you to The Estate Plan, a legal document company whose goal is to provide the finest estate planning documents through a network of attorneys in conjunction with professionals like you.

The Estate Plan has been in business for over 25 years and was founded by Henry W. Abts, III, the national best-selling author of the book, The Living Trust, which started the estate planning revolution.

Our Mission:

We are dedicated to providing fail-proof solutions for estate preservation, asset protection and peace of mind, from generation to generation, backed by caring service, unparalleled education and a lifetime of support.

The Estate Plan has a formatted system designed to support you in your estate planning business. As an Independent Advisor you will be able to provide extraordinary service to your clients, generate new business, and create clients for life. This system will allow you to educate your clients on estate planning concepts, gather information, work in conjunction with an attorney to create an estate plan for your client, aid in the execution and funding of the trust, and assist your clients with the settlement process.

Benefits of an Affiliation

Access to Nationwide Attorney Network
You gain the ability to help your clients obtain:

• The finest trust documents available that cover every possible contingency - developed from years of real life experiences.
• Advanced Estate Planning Solutions:
• Insurance Preservation Trusts, Charitable Remainder Trusts, Beneficiary Trusts, and Asset Management Trusts, just to name a few.

Establish Instant Credibility

• By being affiliated with the nationally recognized, leading authority on living trusts, you
• position yourself as the person the client turns to for help.
• Utilizing our formatted system keeps you in front of the client and enhances your professional image.
• You can earn a prestigious designation.

Take Advantage of Educational Opportunities

• We offer a quarterly Basic Training Institute covering the concepts of the Revocable Living Trust, estate planning techniques, and how to clearly present the concepts of a good living trust.
• Our annual Advanced Institute teaches advisors and attorneys advanced concepts to help take their business and client services to the next level and beyond.
• Our specialized training in estate settlement will allow you to stand out from your competitors.

Utilize Proprietary Marketing Programs and Materials

• Effective lead generation program
• Seminar presentations and support materials
• Client presentations
• Brochures
• Informative DVDs
• Personal Estate Preservation Workbook

On-Hand Advisor Services Department

• Our services extend beyond the initial affiliation and training. We have a knowledgeable staff devoted to the success of your estate planning business. They are available to help you:
• Strategize client estate planning solutions
• Develop business strategies
• Track changes in federal law and tax code that will impact the industry
• Keep you alert of the changes through e-mail, our website, and our newsletter - The Quill

Unique Referral Program

• Henry W. Abts, III's best-selling book, The Living Trust, is a consistent source of referrals that we make available to you. The referrals are people who have read the book and are anxious to meet with a professional in their area. These are truly qualified leads at no additional cost.

You Will Receive

• Personal Estate Preservation Program Binder (Sample set of documents)
• Training & Reference Manual
• The Living Trust book
• Basic Institute Enrollment within the first year of affiliation
• Client Education System (our gift to you for attending the Basic Institute) which includes: one-on-one presentation Flip Chart, PowerPoint Seminar, Reference Guide, and sample Advantages of a Good Living Trust brochure.

The Estate Plan is committed to your success by providing the finest estate planning solutions, education systems, and hands-on support. The education level and credibility you obtain through an affiliation will be apparent to your clients and will help to maintain your client relationships for life.

THE ESTATE PLAN ADVANTAGE
A Comprehensive Estate Preservation Program

A Comprehensive Estate Preservation Program goes far beyond simple document preparation. It incorporates a full range of estate planning products and services, each tailored to your family’s unique needs. The Estate Plan offers its clients:

THE LIVING TRUST
Applicable and valid in all 50 states, incorporates over 40 years of estate preservation
experience serving clients nationwide. Also includes all 200+ “Must-Have” provisions
as referenced in Henry W. Abts III’s book The Living Trust.

VITAL ANCILLARY DOCUMENTS
Offer you additional control over your person or assets. These documents are so vital,
and are included, at no additional charge, as part of your Estate Preservation Program.

LEGAL AND TAX UPDATES
Through our nationwide legal and tax information network, we monitor changes, in the
tax code and pending legislation and inform those clients who are significantly affected.

CLIENT SERVICE
The Estate Plan is available to answer your questions, review your Estate Preservation
Program and provide you with additional estate planning products and service regardless
which state you reside in, including: deed transfer, trust amendment services, as well as
advanced estate planning techniques.

EXPERIENCED ESTATE SETTLEMENT
While the process of settlement involves simply following the instruction in The Estate
Plan Binder, settlement assistance is available through The Estate Plan client services
network.

Click Here to view the Current Institute Schedule

Call for more details:
Kelly - (800) 292-0223 x117