CONFIDENTLY GROW YOUR
LDA BUSINESS
BY OFFERING LIVING TRUSTS
& LIVING TRUST WORKSHOPS
Kris Miller, LDA
Legacy Wealth Strategist
Bestselling Author & Trainer
Is Your LDA Business Thriving?
I help Legal Document Assistants (LDAs) grow their businesses and become more successful. I make it simple by teaching you how to offer Living Trusts & Living Trust Workshops.
Over the last 25 years, I have prepared over 6,000 Living Trusts. Let me share with you the knowledge and expertise I've acquired. Learn my proven system for successfully offering Living Trusts & Living Trust Workshops to build your LDA business.
55%
OF AMERICAN ADULTS
Do NOT have a Will, Living Trust or other estate plan in place.
The Majority of Americans NEED Your Help
to Protect Themselves and Their Families
Probate can be a long and expensive process
Living Trusts AVOID Probate
Wills Do NOT
LIVING TRUSTS
Offer Increased Privacy
Wills
are Public Record
LIVING TRUSTS
can distribute assets quickly
It can take months or years if all you have is a Will
LIVING TRUSTS benefit you while you are still alive
Wills are only valid
when you're dead
Offering LIVING TRUSTS Can Dynamically
Build Your LDA Business & Grow Your Income
(if you do it the right way...)
Introducing
EMPOWERING LDAs
How to Grow Your LDA Business By Offering Living Trusts
Empowering LDAs is a comprehensive training course on how to grow your LDA business by offering Living Trusts and Living Trust workshops. The opportunities to build your LDA business into a thriving enterprise are plentiful. Living Trusts are one of the best estate planning strategies available to the general public. Plus, Living Trusts offer many benefits to your clients while they are still alive.
By enrolling in Empowering LDAs, you will learn the best methods and strategies for serving your customers by using a proven system I have developed and refined over the last 25 years. I am a proud member of the California Association of Legal Document Assistants (CALDA) and understand the challenges you face, growing your business.
The Empowering LDAs Training Course provides a step-by-step system that you can implement quickly and begin generating a new source of revenue and profits for your LDA business.
Living Trusts are for the Living
Help Your Clients Preserve
Their Legacies for
Future Generations
and Enjoy Many Benefits
While They Are Still Alive
EMPOWERING LDAs
How to Grow Your LDA Business By Offering Living Trusts
Here's What You'll Learn Inside
MODULE ONE
-
1
The Living Trust Opportunity & Setting Up Your Trust Business
Offering Living Trusts is a big opportunity to dramatically grow your LDA Business. We'll help you set up your business for success.
SOME OF THE TOPICS WE'LL COVER
IN MODULE ONE:
- What is a Living Trust?
- What is a comprehensive Living Trust package?
- Competitive Landscape
- Additional opportunities like Estate Planning, Insurance, Annuities
- Your New Mindset & Philosophy for Success
- Aligning Your Business with Your Personal Values Using Our Building Block Approach
- Establishing Office Management Routines
- Record Keeping, Delegating & Outsourcing
- Creating Your Organizational Strategy & Defining Your Strategic Objectives
- What Services to Offer Now & in the Future
...and much more!
MODULE TWO
-
2
Your Living Trust Workshop Blueprint & Marketing Your Living Trust Workshops
The most successful businesses use systems to manage & market their offerings. Empowering LDAs is THE system to grow your business.
SOME OF THE TOPICS WE'LL COVER
IN MODULE TWO:
- What is a Living Trust Workshop & what does it include?
- How to set-up a Living Trust Workshop including preferred locations, required equipment, printed materials, etc.
- How to make sure your invitees show up at your event including email marketing & reminders; phone calls, bonus offerings, etc.
- Do you need a website?
- How to build a list of prospects using email, landing pages & giveaways
- How you can use Social Media promotion & advertising to generate prospects and customers
- How using Print Ads for newspapers, circulars & other publications can generate workshop attendees
- Why you should use fliers & posters to activate interest in your Living Trust Workshops
- The benefits of offering special discounts, coupons & bonuses
- How to increase opportunities in your neighborhood with libraries, community colleges, professional groups & associations
- How to create Living Trust Workshops for small businesses, affiliated groups & organizations
- The best ways to follow-up with attendees including email, autoresponders, phone calls & snail mail
...and much more!
MODULE THREE
-
3
Securing and Setting the Appointment & The Initial Appointment
The one-on-one appointment is crucial to your success and building your Living Trust clientele. Learn the best ways to make that connection.
SOME OF THE TOPICS WE'LL COVER
IN MODULE THREE:
- Where should you have your initial appointment - home, office, online?
- How to follow-up to insure your customer keeps their appointment
- What questions should you ask to best serve your clients
- What are the common objections and how should you handle them
- How offering something valuable increases the likelihood they will keep their appointment
- What you should do BEFORE the appointment to be fully prepared and increase your success
- What informational documents, brochures or videos should your prospects read or watch prior to the appointment
- What happens during the first appointment
- What forms you must have to make your first appointment a success
- How to conduct the initial intake with your customer
- How to create an atmosphere of trust with your customer
- Getting to know your customer so you can provide the best service possible
- Sharing WHO you are in a way that inspires trust & confidence
- How to get your customer comfortable for the questions you must ask including sharing personal stories and examples
- How to connect your customers hopes & dreams with their health, wealth & family's security
- Understanding your client's unique situation
- How to reinforce their need for a Living Trust and getting to their WHY regarding a Living Trust
- The most important questions to ask your client so you can create their Living Trust
- How to get your customer started on their Living Trust paperwork & what is included in the paperwork
- What you should avoid during your initial appointment
- What happens during the entire process including a timeline of the entire process including an invaluable checklist so you always know what's next
- Getting a deposit or full payment during the initial appointment
- What could go wrong? Possible pitfalls for you and your customers
...and much more!
MODULE FOUR
-
4
Creating, Delivering, Notarizing and Funding the Trust & Getting Referrals
Your successful fulfillment of your client's Living Trust Package provides security, privacy and peace of mind for themselves and their families.
SOME OF THE TOPICS WE'LL COVER
IN MODULE FOUR:
1 - CREATING THE TRUST
- Reviewing all the components of what a comprehensive Living Trust Package should include
- How to complete the documents manually
- How to complete the documents using automated software
- Reviewing the Trust document for accuracy and inclusion of all your customer's needs
- How to package all of the Living Trust documents
- What possible problems to prepare for
- Setting the appointment to review the Living Trust Package with your client
2 - DELIVERY OF THE TRUST
- How to review the Living Trust documents with your client
- The best way to explain the next steps to your client
- How to finalize the Living Trust documents with any changes
- Getting all appropriate documents signed by your client
- Creating the final Living Trust binder including all documents
- Setting the next appointment for delivering the completed Living Trust Package
3 - NOTARIZING THE TRUST
- Why & How you should establish relationships with a Notary for ongoing business
- How to package and send the completed Living Trust Package to the Notary
- How to care for your client
- Creating clarity for your customer so they fully understand their new Living Trust Package
- Creating peace of mind for your customer so they can focus on living a great life knowing they're protected
- Creating a lifelong customer for your LDA business
4 - FUNDING THE TRUST
- How to provide step-by-step instructions to your client for funding their new Living Trust
- What are the possible problems you may encounter & how to resolve them to everyone's satisfaction
5 - NEXT STEPS
- Why you should retain a full copy of the Trust documents on your computer AND an additional copy on an external hard drive or other storage media
- Furnishing your client with the original Trust documents
- The Action List you should provide your customer so they know exactly what to do to ensure validity of the Trust
- Why & how you should follow-up with your client to make sure they've funded their Living Trust
6 - GETTING REFERRALS
- How & when to use the "Who Do You Know" form to get referrals
- What you should give to your clients regarding the benefits of Living Trusts so they can share with their friends & family
- When to ask for referrals
- How to ask for referrals
- How to get great testimonials during your final appointment so you can share these accolades with new prospects
...and much more!
BONUS MODULE CONTENT
-
+
Guarding Against the Unlicensed Practice of Law & Using CALDA and Other Resources
It is essential that as an LDA you do not provide legal advice. You can offer self-help services to your clients at their direction.
WHAT'S INCLUDED
IN THE BONUS MODULE:
- Review of the rules, regulations & laws pertaining to the unlicensed practice of law.
- How to inform your customers but not advise
- Serving your clients and guarding against the unlicensed practice of law
- The benefits of CALDA membership
- What CALDA resources can you use in your business
- A selection of forms & documents that you can use in your business
- Other resources and tools to help you in growing your Living Trust business & workshops
YOU'LL ALSO RECEIVE
- 24/7 Access to Private Membership website with recordings of all lessons, videos & audios.
- Forms & fliers for you to use in your business (custom branding is available at an additional cost)
- Access to Private Facebook Group so you can get your questions answered and discover what others are doing to build their own LDA businesses by offering Living Trusts & Living Trust Workshops
- Copy of Kris Miller's #1 bestselling book, "3 Secrets for Safe Money and a Fabulous Future"
- Video of Kris Miller presenting her "3 Secrets" workshop
Additional Bonuses may be included depending on which level you enroll in.
6,000+
Trusts Created
26
Years of Experience
ZERO
Client Dollars Lost
#1
Bestselling Author
A+
Better Business Bureau
Reviews From Happy Living Trust Clients
"I had an opportunity to hear Kris Miller talk about pre-retirement planning. I have to tell you, that there are two very important things that you’re going to take away from your experience listening to her talk. One is peace of mind. The second is assuring your quality of life. What I want you to do is to have an understanding that no matter what age that you are; the 20’s, 30’s, 40’s, 50’s, or beyond, it doesn’t matter. If you haven’t engaged in planning on medical, financial, or legal concerns, you have to do it right now. What I got from listening to Kris talk was the urgency, if you will, and the importance of doing it, doing it early, and she presents the material with such clarity and such organization, that you will be able to walk through the whole process and really walk away with great peace of mind. Follow what she does. It’s great information. I want you to have a great quality of life."
Dr. Joan Rosenberg, Psychologist & University Professor
"Just wanted to thank you for all the prayers and support after my husband died! Unfortunately, I thought I should seek an attorney’s advice and that was the biggest mistake. The attorney just left the trust as you prepared but just charged me forever and a leg. I only got a copy and I am still begging to get the originals which he wants to keep to charge the next generation. Any way enough said. You are the best and so caring."
Jane M. from Nebraska
"I attended Kris’ seminar about Estate Planning and Living Trusts and was extremely pleased with the simple understandings that Kris shared with me. I took her advice and it’s made a big difference for me. I found Kris honest and trustworthy. I would recommend her for anything you need."
Joan Dunn from California
"We have been told that the format and content of the Living Trust was done very well. Thank you so much for doing such an excellent Living Trust."
Shirley Henderson, Velma Blickenderer & Vivian Keehn (Daughters of Velma Huggins)
"I would like to say, 'Thank You’ for the professional and personal way you took care of my estate planning and also my investments."
Coleva A. Rogers
"I heard Kris Miller speak at the American Payroll Association, and thought to myself, 'this lady knows about Retirement,' so I bought her book and gave it to my Director of Pay and Retirement Services, and invited her to Washington DC, to speak for the Government Financial Officers Association-WMA."
Jaininne Edwards, Pension Officer, Washington, DC Government
"Kris Miller has the ability to explain planning for retirement in a way we can all understand and prepare."
Patricia Fripp
"Thank you so much for taking the time to explain the Trust to me so I can understand what is going on. You put it in Layman’s terms and that helps me understand what I’m doing and how this serves me.
Cath C. from California
Again, I appreciate your patience and time. It’s been a pleasure doing business with you."
"I have been coming to see you for over 20 years now. I always know you will take care of me and I have referred many friends to your business. It is refreshing to have someone you feel confident in."
John M. from California
"Many professionals can be inspiring and many informative, but seldom do the two co-exist. Such is the case with Kris Miller. In all my years of working with financial experts I have never been as inspired or informed as I have been with Kris. She really knows her stuff and she knows how to engage others to the process of gaining greater financial freedom. I recommend her highly for both individuals as well as firms looking to increase their financial viability."
Val Jon Ferris, Leadership Development Consultant, Hewlett-Packard, Agilent Technologies, Yahoo, Microsoft, Intuit
"About four years ago, my gal Susan and I came to see Kris Miller at her office. Kris made up a Living Trust for each of us separately. Very sad to say my Susan passed away two years later. All I have to say is how wonderful it was for Kris to advise us and help us with our Living Trusts. When Susan died, regarding her family and other things there was not one hitch. Everyone was happy that all went well. So Kris, regarding Wills and Living Trusts you are okay. I have never written anything like this before, but had to express myself. Thank you again."
Fred Sammut
"I met Kris Miller at a seminar, and she really helped me with the different kinds of things like annuities and IRAs. I’d recommend her wholeheartedly. If anyone wants to call her, she can help you out, tremendously. The workshop was really good. I learned a lot at the workshop."
Louis Meyers
"I want to tell everybody, and I’m not afraid to tell this, what a delight it is to do business with Kris Miller. She’s walked us through our living trust, explained all the various details in layman’s language. This has really been great. I’m not used to the ambiguous big words attorneys use. She has been a delight to work with; she’s a delightful person; and interesting as the devil once you get to know her. Thank you very much, and I encourage anybody with problems with their living trusts or annuities to please contact Kris Miller."
Ralph Sooza
"We were so pleased with Kris that we brought my 88 year-old dad in for Kris to prepare his Living Trust. She was so kind and patient with him, walking him through every step of the way. We are all so grateful and thankful to Kris for protecting all our assets from market loss and probate."
Robin Navarro
"Having a Living Trust will take a lot of stress out of our lives."
Mr. Randal from California
"I was in the Moreno Valley Women’s Club when Kris Miller had a Workshop at our Club House. Kris explained about how we can avoid Probate, Save Taxes, Protect our assets from Nursing Home costs. Provide for disability, Save Taxes. and maintain privacy. Kris Miller has prepared our Living Trusts and walked us through the process of enrolling in an Annuity to protect our assets from market loss and an income we will never out live. I also got a Long Term Care policy so I can stay in my own home instead of a nursing home.
Charlotte S. from California
I wish I had known Kris Miller when I was younger and have her prepare all the documents to avoid mistakes that I made. Kris is there to update your documents too.
Retirement is something that adults over 40 should be preparing for. I highly recommend Kris Miller’s Trusts Unlimited to do that. Kris is an accomplished singer as well."
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We're committed to your success. We will be here for you throughout the Empowering LDAs training course and beyond. Stuck on a particular challenge? No problem. Reach out to us and we'll help you solve it. As long as you're willing to do your part, we'll work tirelessly to help you.
Kris Miller, LDA
Healthy Money Happy Life
Ready for PREtirement Inc.
211 N. State St. #106
Hemet CA 92543
(951) 926-4158
kris@healthymoneyhappylife.com
Kris Miller, LDA
Kris@HealthyMoneyHappyLife.com
CA LDA 000041 Riverside County
Exp. 10/15/23
CA Insurance #OC25427
I am not an attorney. I can only provide self help services at your specific direction.
