Cross selling estate planning - What do you say to a client?

What do you say if a client asks you "Why do I need a trust?"

Here is a script [use CASE acronym]:

The benefits of a trust are:

1-Confidential-your will & property are not public record
2-Age control-you can give 1/3 to your child at 18, 1/2 the balance at 25 and the balance at 30. If you don't have a trust, the child gets it all at 18.
3-Save money-the cost of probate is about 5% of your estate. For about $2,000 you save 5% of the value of your estate because no probate is needed.
4-Estate taxes-if the client is married, there is an estate tax saving.

Tell the client "Trusts and estate planning are not my specialty, but I can have _______ our expert call you & answer your questions?"

What to say to people

When you go to an event, please
DO THE FOLLOWING
1--Have 20 business cards within easy reach (eg shirt pocket or purse). Hand out business cards to the people at the table.
2--find out the names of the other people at the table and get their business cards.
3--Start a conversation by asking them about themselves:
     a--How long have you lived in Las Vegas?
     b--Where are you from?
     c--Why did you move here (or what brought you to LV?)
     d--What kind of work do you do?
4--wear a badge with your name and firm on it. 
5--dress like you are going to a jury trial I.e., 
       Men: wear a suit & tie
       Women: wear jewelry and dress appropriately (this is hard to describe-- court, wedding, etc.)

DO NOT
Sit around very long with friends or co-workers and just talk to them!

AND--NEVER ask women if they are pregnant or "How long before delivery". Ask my friend, Al Marquis, "Why?" for more info on this issue.