We are pleased to make available to estate planning attorneys a very reasonable option for successfully implementing the IRA Inheritance Trust® strategy in one’s own estate planning practice and to be able to draft these trusts for clients. We are pleased to bring you our…
IRA Inheritance Trust® Legal Document Form & Technical Training Package
Sample binder of the complete document assembled so you can see how Mr. Kavesh’s law firm packages and delivers this unique trust to his clients. (Sample binder not as shown)
Data CD-ROM containing the following modifiable documents:
- IRA Inheritance Trust® Legal Document Form (for both married and single clients)
- IRA Inheritance Trust® Beneficiary Designation Form
- IRA Inheritance Trust® Color Flow Chart
- IRA Inheritance Trust® Certification
- IRA Inheritance Trust® Disclosure Statement
- IRA Inheritance Trust® Planning Checklist & Intake Form
- Special Needs Trust language for the IRA Inheritance Trust®
- Amendments to the Revocable Living Trust Document (for the IRA Inheritance Trust®)
- Trust Review Checklist and Other Ancillary Legal Documents
- Table of Contents and other Manual inserts
Technical Training Module, including:
- A 2.5 Hour Technical Training CD
- IRA Inheritance Trust® FAQ’s
- IRA Inheritance Trust® Guidelines for Use
- Various Articles, PLRs & Resources
- Sample Beneficiary Designation Forms & Custodian Hold Harmless Language
All of the legal document forms come in a modifiable Microsoft Word format for you to be able to easily modify, edit and assemble (or add to your existing word processing software). NOTE: This is NOT a software program and there are no automated/macro-type functions with our forms. While drafted for Mr. Kavesh’s law firm based out of California, this strategy is based on federal law and has applicability to all states.
HOW MUCH IS IT?
The IRA Inheritance Trust® is available for a reasonable one-time licensing fee of $2,195 (or 3 monthly payments of $762)*. It must be purchased by a licensed estate planning attorney. What’s great about our package is that there are no annual licensing fees, no membership fees, no pay-per-use fees, and we stand behind our product with a 100% satisfaction, 90-day money-back guarantee!
3 Monthly Payments of $762
In addition to our IRA Inheritance Trust® Legal Document Form & Technical Training Package, we have a couple of other packages for professionals to use to help market and sell this trust strategy to clients and referral sources. For more information about the IRA Trust Marketing Products that we have available, click here.