Everything You Need to Know
About a Client Maintenance Program—
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: Jeffrey R. Matsen (RIP)
- Duration: 90 minutes
ABOUT THE SPEAKER
Attorney Jeffrey Matsen passed away in January 2020. He was highly regarded in the estate planning community and he will be dearly missed. Mr. Matsen was the founder and managing partner of Matsen Voorhees Mintz LLP and had dedicated his life 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,” said the late Mr. 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…
IMPORTANT NOTICE REGARDING CE CREDIT
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.