The Personal Asset Trust

Related Products Available for Purchase

The Personal Asset Trust^SM Document Form & Training Package

This package will give you the necessary document forms to draft The Personal Asset Trust^SM for your clients. This package includes: a CD containing Married and Single Living Trust Legal Forms (with the “PAT” language built into it), a “PAT” Amendment Package with client marketing letter, “Owner’s Manual” ancillary inserts including a color Flow Chart, and a 2-disc audio CD technical training on the "PAT".

The "PAT" Beneficiary Manual

This is a 180+ page guide that will help ensure your client’s beneficiaries will know what the “PAT” is and how to properly implement it. This Manual, like our Successor Trustee Manual, comes complete with plain-English checklists and step-by-step instructions to assist your client’s beneficiaries to make sure that they get the most protection out of their PATs. This package includes: a sample Beneficiary Manual, a CD containing the Beneficiary Manual text, as well as client marketing materials.

Also, this package comes with a limited-time bonus item: a sample “Quick-Start” DVD, along with a PowerPoint presentation for you to be able to make your own DVD to accompany your Beneficiary Manual.

The Successor Trustee Manual

This is a 160+ page guide that will help ensure your clients and their Successor Trustees will know what to do when the Trustor may become disabled or incapacitated, the first spouse of a married couple passes away or when an individual or the surviving spouse passes away. This Manual comes complete with plain-English checklists and step-by-step instructions to assist your clients and their Trustees and save you, the attorney, a lot of time and expense in having to address some of the most basic questions many people have about serving as Trustee. Not to mention that it can also help drive additional trust administration back to you!

This package includes: a sample Successor Trustee Manual, a CD containing the Trustee Manual text, as well as client marketing materials. Also, this package comes with a limited-time bonus item: a sample “Quick-Start” DVD, along with a PowerPoint presentation for you to be able to make your own DVD to accompany your Trustee Manual.

The Ultimate Living Trust Seminar Marketing Package

This Living Trust seminar is like no other! This seminar is geared for prospective clients and provides them a thorough overview of the need for a Living Trust (or to update the one they have) and emphasizes the benefits of the Personal Asset Trust^SM and why they should have it to protect their loved ones from third-party predators!

This package includes: a CD containing the PowerPoint presentation of over 60+ slides, seminar script, direct mail marketing materials, seminar handouts (including outline, response form and much more!), plus a copy of a DVD of Phil presenting the seminar live.

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To view a list of all of the available products, please visit our Products Page on our website for Ultimate Estate Planner, Inc..

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