Would You Like to
Improve Your Office Efficiency,
Increase Your Profits
and Reduce Your Stress?

Well, You Can, with This Very Simple Report!

One of the most frustrating and stressful aspects of running an estate planning practice is keeping everyone on task, completing work, meeting deadlines, and running a smooth-sailing ship without the constant chaos of putting out fires.  Even worse than that is potentially producing work haphazardly (and making mistakes you may not find out about until much later, when they can’t be corrected!).  This happens when your firm is frequently rushing last minute, in a panic, to get work out the door.  Not to mention the long-term wear and tear that kind of work environment has on your staff, associates, and you!

This is where one of the most overlooked, but simple to implement, practice management tools can come to your rescue!

You won’t want to miss a brand new presentation I just put together entitled, “Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress”.

During this 53-minute program, our president, attorney Philip Kavesh will share with you over 40 years of experience, using tested and proven work flow management techniques (and their key details).  You will learn:

  • How a simple Work in Process (“WIP”) Report - - when properly utilized, kept up-to-date, and monitored consistently - - will benefit your firm, employees, management and bottom line!
  • Who should prepare the Report (HINT: It shouldn’t be you, the attorney business owner!)
  • How and when to prepare and update the Report
  • The key, often neglected components to include in the Report
  • A look at two model Reports, for Estate Planning and Estate/Trust Administration (including modifiable Microsoft® Excel spreadsheets which you will receive so that you can customize them for your own use!)
  • How the WIP Reports should be utilized for your greatest advantage and by whom
  • And much, much more!

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials and modifiable WIP Reports you can use right away in your practice. You get all of this and more for your office for just $249. A PDF transcript is also available as an add-on for an additional fee.

  • Program Title: Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress
  • Speaker:
  • Duration: 53 Minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

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.