CONFIDENTLY GROW YOUR

LDA BUSINESS

BY OFFERING LIVING TRUSTS
& LIVING TRUST WORKSHOPS

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.

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

shadow-ornament

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:

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:

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:

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:


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.

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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.

Again, I appreciate your patience and time. It’s been a pleasure doing business with you."

Cath C. from California

"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.

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."

Charlotte S. from California
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How Can We Help?

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  • Wonderful Team

    We’re here to help you in anyway that you need. Get your questions answered.

  • Great Community

    Join others and succeed as you grow your LDA business.

  • Email Support

    Email us anytime. You shouldn’t have to wait when you need help.

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100% Satisfaction

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.

Make 2018 the Year Your LDA Business Thrives!

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