The Ultimate Estate Planner, Inc. was formed by Philip J. Kavesh in September 2004 under the business name, The "Missing Link" Boot Camp, Inc.. Mr. Kavesh's initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof.
The Ultimate Estate Planner, Inc. has since expanded upon these original Boot Camps to provide practical, tested and proven technical and marketing products to help estate planning professionals of all kinds - - attorneys, financial advisors, CPAs, and life insurance agents - - throughout the country build their practices. The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including educational teleconferences, marketing and seminar marketing products, legal document forms, and a variety of practice-building and sales tools.
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.