It is our goal at The Ultimate Estate Planner, Inc. to become the preeminent resource to estate planning professionals of all kinds, which includes working with a variety of organizations, individuals and services that provide valuable tools to the estate planning industry. Please feel free to contact any of our affiliates to find out more about their services and how they may be able to help you and your clients. If you would like to become an affiliate, please call us at 1-866-754-6477.
Advisors Excel
The Advisors Forum
AICPA
Amicus Creative
AATEELA
Brentmark Software
Bruce Givner, Esq.
CCH
The eBoot Camp (Corey Perlman)
Ed Slott & Company
Eden Rose Brown, Esq.
The Frank Maselli Company, Inc.
The Gathering
The Lackner Group, Inc.
Laureate Center for Wealth Advisors
Martin M. Shenkman, Esq. and LawEasy.com
Michael Ettinger, Esq.
Natalie Choate, Esq.
Steven J. Oshins, Esq.
Peter Lennington, Esq.
Pensworth (Jane Schuck)
Secured Financial Solutions (Anil Vazirani)
SoCal Institute (Joseph Strazzeri, Esq.)
Stephan Leimberg and Leimberg Information Services
The Trust Advisor Blog (Jerry Cooper)
WealthCounsel LLC |
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.