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THE #1 training course for lda's

CONFIDENTLY GROW YOUR

LDA BUSINESS & MAKE MORE MONEY

LEARN HOW YOU CAN OFFER LIVING TRUSTS & LIVING TRUST WORKSHOPS

Featured BY

32+ years experience

Over 6,138 Trusts Created

#1 Bestselling Author

Only Course of Its Kind

Is Your LDA Business Thriving?

The Majority of Americans NEED Your Help to Protect Themselves and Their Families

55% of American Adults do NOT have a Will, Living Trust or other Estate Plan in place.

Living Trusts offer increased privacy. Wills are matter of public record exposing their financial details.

Living Trusts avoid Probate; Wills do NOT. Probate costs Americans $2 billion per year.

Living Trusts can distribute assets quickly. It can take months or years if all one has is a Will.

What If You Could Help Families Protect Themselves AND
Take Your LDA Business to the Next Level & Make More Money?

Introducing

Empowering LDAs: How to Grow Your LDA Business By Offering Living Trusts

Learn from Kris Miller, LDA
Who has prepared over 6,000 Living Trusts

WHY YOU NEED THIS

This Program Has The Power to Transform Your Entire Business (And Life)

Before the Course

Limited revenue opportunities
Hard to stand out from competition
Difficult to market your services
No systems to grow your business
Online services no personal touch

After the Course

Expansive & growing income stream
All adults can benefit
Unique marketing techniques
Proven system to offer Living Trusts
Assets & Wishes are highly personal

Your Road to More Success as an LDA

Join Empowering LDAs Today to Fast Track Your Success!

Online Course

Four module online course filled with step-by-step tutorials

Proven Systems

With over 6,138 Trusts created we have a proven & reliable system

Marketing Materials

Fliers, Ads, Handouts & Social Media to Promote Your Offerings

Workshop Blueprint

EXACT steps to take for hosting multiple workshops about Trusts

Webinar Creation

Proven model to use to create your own online webinar

Getting Appoinments

Every business needs leads. We show you how we successfully do it

Living Trusts are for the Living

Help Your Clients Preserve
Their Legacies for
Future Generations

and Enjoy Many Benefits
While They Are Still Alive

MEET YOUR COACH & GUIDE

Kris Miller, LDA

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 30+ 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.

Empowering LDAs is a comprehensive training course. 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.

WHAT PEOPLE SAY ABOUT THE LIVING TRUSTS THEY HAD CREATED

Honest, Trustworthy, Kind & Patient

“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, California

“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

“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., California

SPECIAL FALL 2023 LDA CHALLENGE PRICING

Choose your plan

Learn from Kris Miller, LDA
Who has prepared over 6,000 Living Trusts

Gold Plan - Save $600 - One Time Payment

Normal Price $1,997

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)
One-on-One Mentorship calls with Kris Miller
Video of Kris Miller presenting her “3 Secrets” workshop
Copy of Kris Miller’s #1 bestselling book, “Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future”
You’ll have access for the lifetime of the course, for as long as I continue to run Empowering LDAs, and guaranteed access for AT LEAST one year after you enroll.

LDA Challenge Special Limited Time Pricing

$1,397

You Save $600 Off Normal Pricing

A payment plan is also available
3 Payments of $599

Save $200 Off Normal Pricing

You will be charged $599 today & 2 more payments of $599 each in 30 days and 60 days from today

Diamond Plan - Save $600 - One Time Payment

Normal Price $2,797

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)
One-on-One Mentorship calls with Kris Miller
Video of Kris Miller presenting her “3 Secrets” workshop
Copy of Kris Miller’s #1 bestselling book, “Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future”
DIAMOND MEMBERS ONLY: Kris Miller will co-host a webinar with you to promote your Living Trust services & packages
You’ll have access for the lifetime of the course, for as long as I continue to run Empowering LDAs, and guaranteed access for AT LEAST one year after you enroll

LDA Challenge Special Limited Time Pricing

$2,197

You Save $600 Off Normal Pricing

A payment plan is also available

3 Payments of $866

Save $199 Off Normal Pricing

You will be charged $866 today & 2 more payments of $866 each in 30 days and 60 days from today

Empowering LDAs

How to Grow Your LDA Business By Offering Living Trusts

Comprehensive course on taking your LDA business to the next level by offering Living Trusts. Everything you need to increase your revenue.

Here's what you get:

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)
One-on-One Mentorship calls with Kris Miller
Copy of Kris Miller’s #1 bestselling book, “Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future”
Video of Kris Miller presenting her “3 Secrets” workshop
DIAMOND MEMBERS ONLY: Kris Miller will co-host a webinar with you to promote your Living Trust services & packages

STILL NOT SURE?
ENTIRE BREAKDOWN OF MODULES & WHAT YOU'LL LEARN

Everything You Need to Learn to Grow Your LDA Business with Living Trusts

MODULE
ONE

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.

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

MODULE
TWO

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.

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

MODULE
THREE

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.

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

MODULE
FOUR

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.

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

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

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

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

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

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

BONUS

MODULE

Guarding Against Unlicensed Practice of Law & Using CALDA & 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.

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

Learn from Kris Miller, LDA
She has prepared over 6,000 Living Trusts

STILL NOT SURE?

Satisfaction Guarantee

Your success in offering Living Trust Workshops and Living Trusts to your clients is paramount. If you face challenges, we're here to help. Just reach out via email or phone and we'll work with you so you can find success.

STILL GOT QUESTIONS?

Frequently Asked Questions

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