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Become a Member of an exclusive membership program called “The Trusts & Estates Fiduciary Solution" that will give you access to even more amazing trusts and estates fiduciary resources.

Here’s what’s included:
Includes: Video Training, Webinars, Exclusive Facebook Group & Premium Discounts

Buy Now!

 

Join the membership site and get access to the exclusive members' area just for fiduciary professionals and those who want to learn more about the trusts and estates process.

I’ll answer your trusts and estates questions directly by creating a new training video every day.  Plus, you can access all of the previous training videos (5+) and you’ll get access to a monthly webinar!

Also our most popular trusts and estates checklists, templates and more!

 

Trusts & Estates eGuide

As a thank you, you’ll get instant access to our very popular Guide, Trusts & Estates eGuide, the most comprehensive guide available on all things trusts and estates own powerful legacy plan, which is exactly what professional advisors, trust officers and individual fiduciaries need to use.  We will email it to you so you dont have to download, and people have offered us money for it after reading it, but it will always be free.

Email Series (Tips & Tools for Fiduciary Professionals, Info and Resources for Family Members, help for other professionals), courses with exclusive content to get you started on the right path.

HOW IT WORKS:

  • You will be set up on an automatic monthly payment plan via paypal or your credit card
  • You can cancel your subscription at any time
  • No cancellation fees

Buy Now!

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Hey, Fiduciary Professionals
Do you need more planning time?
Do you feel like you can benefit for how to step-by-step instruction?  Do you wish you knew more about the problems or issues that you are facing?
Let me do the planning for you and show you exactly how to deal with those tough cases!

Let me Help you with your Toughest Cases!

Join my exclusive membership program and I’ll help you with your toughest cases and save you precious planning time.  Let’s face it, you have way more on your “to-do list” than you have hours in the day, so pass some of that my way and I’ll help you out!

Your awesome benefits:
Here's everything you'll get as a member of my site

Training Videos  
in Response to Your Email Questions

Have a tough case?  Stuck with a client issue?  Send me your questions and I'll make you a training video that addresses each problem you're having.  

I create a new video in response to a member's question each week day

Daily Video Training
Mitchell Answers Questions Daily – Video Library
Each work day, I choose a new question from a member of the group.  Then, I research that question and answer it in a video.  That video is then uploaded to the library.  As a member, you’ll have access to those videos (including all videos that have already been recorded) any time you want.  You can also submit questions for me to answer. Click Here for a Sneak Peek!

Monthly Training Webinars
Each month, the members vote on one topic that they would like to have an in-depth training on.  As a member, you will be able to watch the training live and ask questions or watch a recorded version of the training afterwards. You can also get continuing education credit for watching the webinars live!  Click Here for a Sneak Peek of the Webinars in the Library!

Product Discounts & Facebook Group

Premium Product Discounts & Facebook Group

Some of the other perks of The Trust Smarter Solution include discounted rates for my premium products and ebooks as well as access to a members-only Facebook group where you can ask questions to me and the group and get feedback from all of us (great for brainstorming or bouncing ideas off one another)!

Hey, Fiduciary Professionals!

Do you need more planning time?

Do you feel like you’re doing ineffective fiduciary best practices to a lack of proper group size or time to plan and consult?

Do you wish you knew more about certain issues or problems that you find yourself facing?Let me do the planning for you and show you exactly how to deal with those tough cases!

 

Let me Help you with your Toughest Cases!

Join my exclusive membership program and I’ll help you with your toughest cases and save you precious planning time.  Let’s face it, you have way more on your “to-do list” than you have hours in the day, so pass some of that my way and I’ll help you out!

 
 

 

WHAT’S INCLUDED:

HOW IT WORKS:

  • You will be set up on an automatic monthly payment plan via paypal or your credit card
  • You can cancel your subscription at any time
  • No cancellation fees

    BUY NOW