Do You Get at Least Five
Pre-Qualified & Pre-Motivated Client Referrals
Every Month from an Estate Planning Attorney?

(This is not a dream.  It really can be done, if you know how…)

If you’re a financial advisor or insurance agent, you’ve probably sent lots of referrals to estate planning attorneys - - but how many good referrals have you received back?

Most attorneys just don’t “get” the referral process.  And most financial advisors and insurance agents just don’t know how to select the right attorney and then properly train and motivate that attorney to “play ball”.

Nationally renowned estate planning attorney, Phil Kavesh, can show you how.  Phil has over 25 years of actual, hands-on experience in building the practices of numerous million dollar producer financial advisors, using his attorney referral process.  He knows exactly what works and what doesn’t and in a special 90-minute program where he’ll reveal to you:

  • How to choose the right attorney to work with (hint: it’s usually not the one with the oldest and largest practice or the most technical expertise and experience!)
  • How to break through the attorney’s pre-conceived objections to referring to you (or any financial advisor!)
  • How to motivate the attorney to actually start sending referrals to you (by showing the attorney “WIFM”!)
  • How to train the attorney to identify and pre-qualify the right prospects and pre-motivate those referrals to do business with you!
  • How to make the attorney’s referral process “dummy-proof” (by providing the attorney a word-for-word “script”!)
  • How to show the attorney to help you close the sale (rather than kill it!)
  • What you need to do in order to gain and keep the attorney’s trust and enjoy a continuing stream of referrals each month!
  • And much, much more!

THIS CALL IS INTENDED FOR FINANCIAL ADVISORS AND INSURANCE AGENTS ONLY.  We will be holding a follow-up teleconference separately for estate planning attorneys.


  • Program Title: Get More Estate Planning Attorneys to Refer Qualified, Motivated, and Pre-Closed Clients to You
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.


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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