Unlock the key to scalable, profitable estate planning with Invisible Profits. This comprehensive, no-fluff training walks you through how to position, price, and fulfill trust-based estate planning services—even if you’re not doing the drafting yourself.

You'll learn how to structure high-converting packages using proven templates from seven-figure firms, master the “architect vs. day laborer” model, and streamline your fulfillment process using a flexible four-meeting framework. Plus, get the inside scoop on powerful tools like IRA Beneficiary Trusts, Special Needs Trusts, and Spendthrift Provisions—without needing an LLM.

Whether you're just starting or scaling fast, this module will equip you to deliver massive client value while maximizing profitability.