We offer a variety of products for estate planning professionals, particularly estate planning attorneys. All of our products have been tested and proven to work in Philip Kavesh's law firm, Kavesh, Minor & Otis, Inc.
If you have any questions or wish to have a product demonstration, contact Kristina Schneider at 1-866-754-6477 or by e-mail.
Retail Seminar Marketing Packages
Wholesale & Continuing Education Seminar Packages
Legal Document Form Packages
Practice-Building Products
Client Meeting Forms
Advanced Estate Tax Planning Sales Tools
Books & DVDs
Free Resources
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The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.