What kind of products do you have available?
Who are your products for?
How do I purchase a product?
Can I view a product before I purchase it?
How are products delivered?
I’d like to receive my product right away. Is there a way to rush shipping?
Do you guys provide me updates to your products?
What if I have questions on implementation of your product?
What is your refund policy?
Are your seminar marketing packages compliance-approved (such as by FINRA)?
How do I offer continuing education credit for your CE Seminar Packages?
Are your document forms designed for my individual state?
Do you charge sales tax?
What if a CD or DVD is defective?
I lost my product. Can I get a replacement?
Q: What kind of products do you have available?
We have a variety of products to help estate planning professionals, particularly estate planning attorneys. These include but are not limited to Seminar Marketing Packages, Legal Document Forms and Practice-Building Packages. Visit our Products page for more information on the various products we have available.
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Q: Who are your products for?
Majority of our products are created and authored by The Ultimate Estate Planner, Inc. President and estate planning attorney, Philip J. Kavesh. Mr. Kavesh develops these products for use in his law firm, so most of the products we carry at this time are intended for estate planning attorneys. There are some products that can be utilized by financial professionals. A major advantage of our products is that they have all been tested and proven to work in Mr. Kavesh's practice, which has been in business for over 30 years.
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Q: How do I purchase a product?
You can purchase all of our products online by clicking the "Add to Cart" button. All of our online transactions are safe and secure. You can also place your order by phone by calling our office Monday through Friday from 8:30am to 5pm Pacific Time.
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Q: Can I view a product before I purchase it?
Absolutely! We will be developing some on-demand online demonstrations in the near future to make browsing our products easier for our customers, but in the meantime we can schedule an online demonstration at your convenience for any of our products, so you can see what you're purchasing in advance and you can then make an educated decision before you purchase.
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Q: How are products delivered?
This varies by product. Some products are delivered electronically and other products come with a physical product that will need to be shipped. See the individual product details for more information.
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Q: I’d like to receive my product right away. Is there a way to rush shipping?
Yes. If your order is placed before 12pm Pacific Time, we can guarantee overnight delivery for an additional $50 shipping charge. Any orders placed after 12pm Pacific Time may not be delivered the next day. All orders are subject to availability and inventory. Please call us at 1-866-754-6477 to discuss your shipping needs.
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Q: Do you guys provide me updates to your products?
It depends on the products, but most of our products do not come with ongoing updates in the future. Prior purchasers will be given a discount to purchase any updated products and depending on the timing of the order, may be given a complimentary updated product.
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Q: What if I have questions on implementation of your product?
We are here to help! Our main goal at The Ultimate Estate Planner, Inc. is to have our customers be as successful, if not more, than we are with our products. This is why many of our products include information on implementation. However, if you have any questions about implementation of the product you ordered, please contact Kristina Schneider at 1-866-754-6477.
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Q: What is your refund policy?
Our refund policy varies by the product. Many of our products are delivered electronically (either via the internet or by some other electronic media, such as a data CD or DVD). If any product purchase is returned to us within thirty(30) days from the time of purchase with the original shrink wrap in tact, we will refund your entire order. All other refund requests will be handled on a case-by-case basis. Please call us at 1-866-754-6477 if you have any questions.
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Q: Are your seminar marketing packages compliance-approved (such as by FINRA)?
No. None of our seminars have been approved by any regulatory agency, such as FINRA. Most of our Seminar Marketing Packages are intended for estate planning attorneys to present, so each attorney should make sure that the presentation meets any regulations imposed by his or her State Bar. Majority of our presentations do not deal with securities and other financial advising topics that require strict compliance approval. However, it is the responsibility of all product purchasers to make sure that he or she meets any compliance rules that he or she may be governed by.
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Q: How do I offer continuing education credit for your CE Seminar Packages?
Offering continuing education credit to other professionals varies depending on which state you are in.
If you intend to give the presentation to CPAs, you will want to check with your State Board of Accountancy as to the rules for CPAs to get continuing education credit. Some states do not have continuing education requirements and others require documentation from providers (which we include in all of our CE Seminar Packages) and then CPAs can self-report their participation.
If you intend to give the presentation to estate planning attorneys, you will want to contact your State Bar to find out what is required of attorneys in your state. Some states do not have continuing education requirements and others require that presenters pay to become sponsors and get programs pre-approved for credit.
If you intend to give the presentation to financial professionals, you may wish to become a sponsor with the Certified Financial Planner Board of Standards, Inc. and have the presentation approved for continuing education credit for CFP®s.
If you intend to give the presentation to life insurance agents, you will want to contact your state's Department of Insurance to find out the continuing education credits for insurance agents in your state.
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Q: Are your document forms designed for my individual state?
Our legal document forms have been designed for Mr. Kavesh's law firm, Kavesh, Minor & Otis, Inc, which is based out of California. We have not modified the document to be state-friendly to other states. The IRA Inheritance Trust® is based off of federal law and there is very little to no references to state law in the document form. All attorney purchasers are responsible for the review of the legal document forms to ensure its compliance with any laws or regulations in their individual state.
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Q: Do you charge sales tax?
We only charge sales tax on product sales to purchasers located in California at a rate of 8.75% (as of January 1, 2012).
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Q: What if a CD or DVD is defective?
If a CD or DVD is defective, contact us at 1-866-754-6477 or by e-mail and we will rush a replacement CD or DVD to you.
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Q: I lost my product. Can I get a replacement?
Yes.
ELECTRONICALLY DELIVERABLE PRODUCTS
- If you placed your order within 90 days, you can access the download at no additional charge.
- If over 90 days have passed since you placed your order, there will be a $15 fee to access the download again.
PHYSICALLY DELIVERED PRODUCTS
- There will be a $50 replacement fee and any applicable shipping and handling charges.
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