Would You Like to Develop a
Consistent and Steady Stream of Revenue
from Your Existing Clients!

Well, You Can with a Tested and Proven Strategy That Works!

Most estate planning attorneys focus on how to drive in new clients to their firm.  That’s where most of their marketing dollars and their time is spent.  While this is certainly important, a commonly overlooked opportunity to generate revenue lies right in their backyard!

What do we mean?  Existing clients!  Most estate planners provide something that we call a “Free Service Package” to service their existing clients, but they don’t even know it!  Worse yet, neither do their clients!

The concept behind the Free Service Package is actually pretty simple, but you need to know what steps and systems you must have in place to properly set it up, market and implement it so that you are successful.

This is where nationally renowned estate planning attorney, Philip J. Kavesh, can help.  He’s had a tested and proven strategy for generating more revenue from existing clients for the past 40 years in running a successful law practice.  He will now share this with you in a special presentation entitled, “How to Develop a More Consistent and Steady Stream of Revenue from Your Existing Clients!”.

During this 60-minute program, you will learn:

  • Why, even if a Client Maintenance Plan may seem to work at first, the Free Service Package alternative is a far better option, in the long-run (for both your practice and for your clients!)
  • What services and features make up the Free Service Package
  • All of the steps necessary to properly implement the Free Service Package (including sample marketing materials and scripts)
  • Once you have existing clients in front of you, what types of opportunities and upsells you have available to make your time with them worthwhile (even if they don’t engage you to do any work!)
  • How the Free Service Package is a big competitive advantage when marketing for and securing new clients
  • And much more!

Your purchase includes an instantly downloadable video and audio recording, PDF handout materials, plus accompanying exhibits and examples. You get all of this and more for your office for just $249. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: How to Develop a More Consistent and Steady Stream of Revenue from Your Existing Clients!
  • Speaker:
  • Duration: 60 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF Handouts and Exhibits.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



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 40 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…


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.