Legal & Financial Services for Clients

Legal & Financial Services for Clients in Southern California
The Ultimate Estate Planner, Inc. President, Philip J. Kavesh, is also the principal and owner of one of Southern California's largest estate planning law firms, Kavesh, Minor & Otis, Inc. If you have a client in need of estate planning services based out of the Los Angeles or Orange County areas, including but not limited to our unique Personal Asset Trust^SM, our IRA Inheritance Trust®, or any other estate planning assistance such as deed preparation or estate administration and probate services, the Law Firm of Kavesh, Minor & Otis can help.

Additionally, the Law Firm of Kavesh, Minor & Otis has affiliated financial advisors that have serviced its clients' financial planning needs. If you have a client that needs financial planning assistance, you can contact the Law Firm of Kavesh, Minor & Otis and find out how to get in touch with one of our affiliated financial advisors. (And don't worry, if you are a financial advisor referring a client to the Law Firm of Kavesh, Minor & Otis! We aren't going to refer your financial planning client away from you! Promise!)

Legal & Financial Services for Clients Outside of Southern California
The Ultimate Estate Planner, Inc. has licensed document forms and other legal products to a variety of attorneys throughout the United States, including the IRA Inheritance Trust®. We get numerous requests to help put professionals in touch with attorneys (and financial advisors) throughout the country. If you have a client or a need for a referral to an attorney or financial advisor in a region of the United States outside of the Los Angeles and Orange Counties of California, please feel free to contact us below and we will do our best to pass along any customers or professionals we might have information for.


First Name
Last Name
Company Name
Profession
Phone Number
Email Address
Location for Referral
What kind of professional do you need and any other comments or details?

NOTE: The Ultimate Estate Planner, Inc. is not a referral network and is not compensated in any way to provide referrals. If you are an estate planning attorney or financial advisor that would like to be listed in our network of professionals to refer to others, please contact us by e-mail and provide us all of your information and any particular services you offer.

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.