The Ultimate Client Conversion & Trust Upgrade Bundle
Master Every Initial Meeting & Convert Prospects With Existing Trusts — Complete Training Bundle
Stop leaving money on the table. This all-in-one bundle gives estate planning professionals the exact strategies, scripts, and tools to consistently turn first meetings into signed engagements — even when prospects already have outdated Trusts.
Learn directly from nationally renowned attorney Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, with 40+ years of experience, and gain insider techniques most practitioners never learn in law school or continuing education.
With this bundle, you’ll learn how to:
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Confidently lead initial client meetings with a proven agenda and word-for-word scripts
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Handle objections without feeling “salesy”
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Convert prospects who already have Trusts into clients ready to move forward
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Spot client “hot buttons” and naturally showcase the value of updated estate planning
Your Bundle Purchase Includes:
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Instantly accessible video & audio recording
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PDF handout materials and supporting exhibits
Bundle Includes:
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Successful Initial Client Interview & Appointment Engagement Tips Package — 2-part training with scripts and done-for-you forms
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Convert Prospects With Other Attorneys’ Trusts Into Clients — 98-minute presentation with review checklists, questionnaires, and forms
These are proven, real-world strategies that can help you close more clients, reduce no-shows, and increase revenue. Even implementing one technique could pay for itself with just one new client.
What’s Included in the Successful Initial Client Interview & Closing Tips Package
Everything you need to run smooth, professional first meetings—and convert more prospects into paying clients, even those with existing Trusts prepared by other attorneys.
🎧 2-Part Training Program (Over 3 Hours of Audio + PDF Handouts)
Part 1: Properly Orchestrating the Initial Meeting
Part 2: Advanced Initial Meeting Closing Tips
Learn proven strategies to build trust, handle objections, and confidently close the deal—without being pushy. Discover how to review another attorney’s Trust on the spot and turn those prospects into clients ready to move forward.
📄 Client Meeting Forms & Templates (Modifiable Word Docs)
Use these plug-and-play forms to guide the meeting, protect your practice, and boost conversions:
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Engagement Letter – Authorizes legal work and outlines payment terms
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Acknowledgement of Info Given – Protects you if a client opts out of your recommendations
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Agreement to the Presence of Others – Waiver for third parties attending the meeting
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Friends & Family Disclosure – Manages conflicts of interest between related parties
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Checklist When Reviewing Another Trust – Quickly evaluate outside plans and identify client needs
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Divorce Checklist – Key actions to take when a client is divorcing
📦 Appointment Confirmation Kit
Start off strong by setting clear expectations and reducing no-shows:
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Meeting Requirements Sheet – Checklist for clients on what to bring
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Directions & Instructions Cover Page – Ensure clients show up prepared
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Client Questionnaires – Tailored versions for new, existing, and Living Trust clients
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Confirmation Call Script – Know exactly what to say to lock in the meeting
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Follow-Up “Sales” Letter – A second chance to close hesitant prospects
All forms are fully editable in Microsoft Word so you can customize them for your firm’s unique needs and handle even complex situations, like clients with existing Trusts from other attorneys.
The Ultimate Client Conversion & Trust Upgrade Bundle
Includes: Digital download of a 2-part, 3-hour training program, plus modifiable forms and checklists to guide every meeting. Learn proven strategies to confidently lead initial client interviews, handle objections, close more deals, and convert prospects who already have Trusts prepared by other attorneys into paying clients.
SKU UCC-TUB
3 MONTHLY INSTALLMENTS OF $830
Just one new engagement will more than return your investment —
and everything else will be pure profit!
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