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Module 6 © 2011-2015 New Law Business Model
Estate Planning Bootcamp The Basic Basics PARTICIPANT’S GUIDE MODULE 6 – What’s In A Plan? What Does an Estate Plan LOOK Like? 1. Clients cannot judge quality: a. Don’t know what to look for. b. But can see quality. 2. Estate Planning Portfolio: a. Binders: i. Good quality, impressiveness. ii. Each document means something, but creates a weighty presentation. iii. Trust ID Cards, business cards. iv. Personalized. v. Wills in plastic sleeves or envelopes. b. Keeping Wills: i. Fireproof safe in lawyer’s office. ii. Fireproof safe in client’s home. iii. Safe deposit box. iv. Ensure someone other than clients can access. c. Folders: i. Consider creating a custom folder. ii. Holds Kids’ Protection documents and Funding Toolkit. d. Funding Tookit: i. Family Wealth Inventory. ii. Funding instructions. iii. Sample letters. 1. Provide copies on digital media in .doc format. iv. Fiduciary letters.
Module 6 -Page 1 © 2011-2015 New Law Business Model
1. Make sure client understands you're sending out and fiduciary has been notified. e. Kids' Protection Planning Folder: i. Holds all KPP docs including laminated KPP ID Cards. ii. Instructions to Guardians. iii. Instructions to Caregivers. 1. Supported by Family Wealth Legacy Interview. iv. Other supporting documents: Medical Power of Attorney and Healthcare Information for Minor Child. 3. Full Color Plan Diagram. 4. Living Trust: a. Trust Agreement. b. Certificate of Trust, also in Funding Toolkit. c. Ancillaries. 5. Other bells and whistles {note: free advertising): a. Carrying bags. b. PFL teddy bears. c. Pens.
HOMEWORK: 1. Click here to order your custom binder today. 2. Print out the sample documents we have provided you with, including the full color diagram, all plan documents, the funding toolkit, the kids protection plan sample documents and compile all of that into a binder so you have a sample binder for your own review and to show prospects. Make sure to include: 1. Business cards in the front of the binder 2. Kids' Protection Plan documents in a folder 3. A CD sleeve for the Family Wealth Legacy Interview Letters to Temporary Guardians and other fiduciary letters
Module 6 - Page 3 © 2011-2015 New Law Business Model
Module 6 © 2011-2015 New Law Business Model
Estate Planning Bootcamp The Basic Basics PARTICIPANT’S GUIDE MODULE 6 – What’s In A Plan? What Does an Estate Plan LOOK Like? 1. Clients cannot judge quality: a. Don’t know what to look for. b. But can see quality. 2. Estate Planning Portfolio: a. Binders: i. Good quality, impressiveness. ii. Each document means something, but creates a weighty presentation. iii. Trust ID Cards, business cards. iv. Personalized. v. Wills in plastic sleeves or envelopes. b. Keeping Wills: i. Fireproof safe in lawyer’s office. ii. Fireproof safe in client’s home. iii. Safe deposit box. iv. Ensure someone other than clients can access. c. Folders: i. Consider creating a custom folder. ii. Holds Kids’ Protection documents and Funding Toolkit. d. Funding Tookit: i. Family Wealth Inventory. ii. Funding instructions. iii. Sample letters. 1. Provide copies on digital media in .doc format. iv. Fiduciary letters.
Module 6 -Page 1 © 2011-2015 New Law Business Model
1. Make sure client understands you're sending out and fiduciary has been notified. e. Kids' Protection Planning Folder: i. Holds all KPP docs including laminated KPP ID Cards. ii. Instructions to Guardians. iii. Instructions to Caregivers. 1. Supported by Family Wealth Legacy Interview. iv. Other supporting documents: Medical Power of Attorney and Healthcare Information for Minor Child. 3. Full Color Plan Diagram. 4. Living Trust: a. Trust Agreement. b. Certificate of Trust, also in Funding Toolkit. c. Ancillaries. 5. Other bells and whistles {note: free advertising): a. Carrying bags. b. PFL teddy bears. c. Pens.
HOMEWORK: 1. Click here to order your custom binder today. 2. Print out the sample documents we have provided you with, including the full color diagram, all plan documents, the funding toolkit, the kids protection plan sample documents and compile all of that into a binder so you have a sample binder for your own review and to show prospects. Make sure to include: 1. Business cards in the front of the binder 2. Kids' Protection Plan documents in a folder 3. A CD sleeve for the Family Wealth Legacy Interview Letters to Temporary Guardians and other fiduciary letters
Module 6 - Page 3 © 2011-2015 New Law Business Model
