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I am very impressed with how Phil and his team at The Ultimate Estate Planner continue to give excellent and prompt assistance even after they’ve gotten their check. Very professional!
Thanks for taking the lead and putting together all of these educational teleconferences. You have really found a niche. The topics are great and timely. Unfortunately, I cannot attend them all. Some people might think paying to attend the call is a way to say “thanks” in of itself, but I just wanted to personally send you my thanks!
Over the past few months, I have purchased some products and services from The Ultimate Estate Planner and I will definitely continue to do so. The staff at Ultimate Estate Planner are such a joy to work with and the materials that have been provided to me have allowed me to help my clients. Thank you! I am grateful that Phil is willing to share his expertise and at such a reasonable pricing. He has saved me immeasurable time and headache. Keep up the great work that you provide the estate planning community!
The Ultimate Estate Planner, Inc. is not only a company offering a suite of hard to find products and services, but their customer service philosophy and desire to add value to my practice was so excellent that it is nearly unbelievable! I am a busy guy, and often hard to connect with, but Kristina Schneider kept following up with me to make sure that I got what I needed. I have no doubt that the practice growth techniques that she recommended to me during my Seminar Marketing Consultation will form the foundation of the transition of my practice from a chaotic general practice to a successful and enjoyable estate planning practice that will serve my family well for years to come. Great company, great folks, great job!
This website is a valuable resource for me. Thank you!