What do you do?
What are your hours of operation?
What kind of professionals do you service?
Are you affiliated with other companies or groups?
Are you a membership organization?
Q: What do you do?
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 throughout the country build their practices. We offer 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.
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Q: What are your hours of operation?
Our office is open Monday through Friday from 8:30am to 5pm Pacific Time (11:30am-8pm Eastern). We observe major U.S. holidays and have varying hours during the Christmas holiday.
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Q: What kind of professionals do you service?
Our company services estate planning professionals of all kinds, including but not limited to:
- Estate Planning Attorneys
- Certified Financial Accountants
- Financial Advisors
- Certified Financial Planners®
- Registered Investment Advisors
- Life Insurance Agents
- Enrolled Agents
- Paralegals
- Certified Document Preparers (California and Arizona)
- Trust Officers
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Q: Are you affiliated with other companies or groups?
Our company is independently owned and operated by its President, Philip Kavesh. We do, however, have a number of relationships with numerous organizations that service the estate planning community and are constantly looking to expand our affiliations. If you are interested in working with us, please call us at 1-866-754-6477.
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Q: Are you a membership organization?
No. We do not have monthly or annual membership fees and do not service a group of subscribed members. The Ultimate Estate Planner, Inc. offers teleconference, products and resources that you need and when you need them. We are not in the business of tying you down to any contractual financial obligations. (NOTE: We do occasionally have offers for payment plans for product orders or subscriptions that offer pricebreaks to multiple teleconferences, but we do not have any membership fees or affiliations.)
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