Everything You Need to Know
About a Client Maintenance Program—
That Works!

There’s a lot of discussion among estate planning attorneys about how to set up an annual client maintenance program to develop a way to maintain on-going relationships with their clients (just like CPAs and financial advisors have done for years).  The problem is, there are very few estate planners that have been able to successfully set up and implement such a system.

However, there are are successful client maintenance programs out there - - you just need to find them!  And that’s where we come in to help!

We have enlisted the help of nationally renowned estate planning attorney, Jeffrey R. Matsen, J.D., who has had great success in establishing and sustaining a Client Maintenance Plan with his firm, and we are pleased that he has agreed to share his process and results with you.

Please join us for a special presentation where Jeff will go over all of the details of how to successfully set up and operate a profitable prepaid client maintenance program.

During this 90-minute program, Jeff will cover in detail the following:

  • The reasons why every estate planning attorney should implement a Client Maintenance Plan into his or her own practice
  • What services and features should be included in a Client Maintenance Plan
  • All of the steps to starting and implementing a successful Client Maintenance Plan
  • What you should charge clients for this plan
  • And much, much more!

  • Program Title: A Client Maintenance Program (That Works!) for Estate Planners
  • Speaker:
  • Duration: 90 minutes

Jeffrey R. Matsen

Jeffrey R. Matsen

As founder and managing partner of Matsen Voorhees Mintz LLP, Matsen is entirely dedicated to providing his clients with the quality, professionalism and integrity they deserve. “We never forget that we are here to help our clients and fulfill their legal needs,” says Matsen. “To accomplish this, we are responsive, accessible and follow through on all of our promises. In short: ‘we deliver’. I think this goes a long way towards explaining why so many of our clients have worked with us for years.”

Matsen and his dedicated staff of professionals set up and form corporations, limited liability companies and partnerships of all types, and provide ongoing business, tax and legal advice for these entities, including strategic planning and executive coaching services. They provide estate planning services including the preparation of Living Trusts, Wills and other related estate planning documents, probate administration, and the preparation of estate tax returns and necessary accompanying documentation.

Matsen is also well versed in the areas of international law and asset protection law. His knowledge of international law, and close ties with respected attorneys, financial advisers and certified public accountants across the globe, provides our clients with access to experienced and ethical professionals. In addition, Jeff assists real estate investors and developers with acquisitions, sales and projects.

Attorney Matsen’s knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field, culminating in his designation by Worth magazine as one of “America’s Top 100 Attorneys”, by Los Angeles Magazine as one of California’s “Super Lawyers”, and by OC Metro Magazine as one of “O.C.’s Top Lawyers.” The Nationally Renowned Attorney Rating Service, ‘AVVO’ has rated Mr. Matsen a perfect “10/10 Superb”, he has continued to achieve the highest “AV rating” and has been designated a “Preeminent Lawyer” by the only other prestigious attorney rating directory, Martindale Hubble. In addition, Matsen is a member of Orange County’s Center Club, the President’s Business Advisory Council and the Board of Counselors of the Orange County Symphony Orchestra and serves as Vice Chairman of the Rancho Del Mar District of the Boy Scouts of America.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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This program is a part of a special 2-part program entitled, “The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package”, where estate planning attorneys, Jeff Matsen and Philip Kavesh, duke it out in two separate 90-minute presentations comparing Jeff’s successful Client Maintenance Plan and Phil’s tested and proven Free Service Package.  If you’re not sure which program may be right for you or you want to learn from both of these successful estate planners and figure out a way to combine the two systems into your own practice, this is the perfect 2-part series for you!