We're Here to Help You!

By Chat

Contact us



Office Hours
Monday - Friday 8:30am to 5:00pm PST
Closed for lunch from 12:00pm to 1:00pm PST


By Fax
310.464.3514


By Mail
The Ultimate Estate Planner, Inc.
212 Yacht Club Way, Suite A-7
Redondo Beach, California 90277


By Email


function reloadJcaptcha() {var now = new Date();if (document.images) {document.images.captcha.src = 'https://ao126.infusionsoft.com/Jcaptcha/img.jsp?reload=' + now}}

If a client insists on naming an adult child as a Successor Trustee, this Successor Trustee Manual is a goldmine!

Frederic W. Burr

Estate Planning Attorney 

Louisville, Kentucky

I find the Trustee Manual to be very complete. I have been saving articles relating to how to proceed as a trustee for our daughter’s guidance, but it has grown to quite an intimidating, unorganized mess! This Trustee Manual is the perfect replacement! Thank you very much.

Bill K., Law Firm Client