Referral relationships between the different types of estate planners is the "missing link" among many estate planning professionals. Some practitioners have built their entire practice around referral relationships, while others still aren't sure how to cultivate such natural and powerful, symbiotic relationships with fellow estate planners. It truly is the WIN-WIN for everyone involved, including the client!
In particular, Phil Kavesh has spent the last 25 years building his law practice around the multidisciplinary practice model with an affiliated financial advising firm to assist his clients with their investments and other financial planning needs.
Whether you're an estate planning attorney, financial advisor, CPA, or life insurance agent, here are just a few of the different tested and proven referral tools and training that you can purchase and implement into your own practice.
- Our Complete Developing Successful Estate Planning Attorney & Financial Advisor Referral Relationships Package
Our Developing Successful Estate Planning Attorney & Financial Advisor Referral Relationships Package comes complete with everything that you will need to start developing successful referral relationships with local professionals. Whether you're an estate planning attorney or financial advisor, you will need to know how to properly set up this relationship so that it is mutually beneficial and everyone's happy - - including your clients! This package combines a number of the tools listed below that can also be purchased "a la carte", depending on what it is that you're looking for and what you need.
- On-Demand Training Programs for Attorneys & Financial Advisors
We have two different programs, depending on whether you're an estate planning attorney or financial advisor. These programs were given by our President, nationally renowned estate planning attorney, Philip J. Kavesh, who has over 25 years of experiencing in developing, nurturing and successfully implementing this unique and fantastic referral relationship between attorney and financial advisor! Below are links where you can purchase the handout materials and audio recordings for the two programs he put together:
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Price |
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Client Permission Slip
Description: This permission slip is
signed by the client, authorizing the disclosure of what is otherwise
considered confidential between attorneys and clients. It also is used
to identify the areas of financial advising need for the client.
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$19.99 |
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Consumer Rights Disclosure
Description: This disclosure is given
to clients to disclose the nature of the referral relationship between
estate planning attorney and affiliated financial advisor (as well as of
counsel attorneys). This disclosure is required by many jurisdictions
and helps make a legal and ethical referral of a client between
advisors.
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$19.99 |
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Client Financial Assessment Questionnaire
Description: Simple 1-page questionnaire
given to clients or prospective clients while waiting in the lobby for
their estate planning meeting. This questionnaire helps identify areas
of need to meet with an affiliated financial advisor and helps make the
financial advisor referral easier and more successful.
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$19.99 |
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- Wholesale & Continuing Education Seminar Marketing Packages
Educating your peers and local referral
sources is a great way to develop referral relationships with them. We have a
variety of topical seminar marketing packages intended for the use of networking and developing relationships with local professional referral sources.
If you don't see a product or service that you may be looking for on our website, please call us at 1-866-754-6477 or send us an e-mail. We may have some products available that are not listed, information about other resources for such products or may even be interested in helping create and test a certain marketing product with you.
Five Benefits of Choosing The Ultimate Estate Planner
When it comes to tools and resources to help your estate planning practice, we know that you have a lot of choices available. Here are just five benefits of choosing products with The Ultimate Estate Planner, Inc.
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Proven & Tested - One of the best things about our products is that all of our products have been proven and tested to actually work. Our products are developed by our President, Philip J. Kavesh, for the purpose of marketing his own law practice. He has put the rubber to the road, so that you can be confident that you're purchasing products that aren't just based on theory, but on what actually works!
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Customer Service & Support - We aren't a large company and pride ourselves in providing the best customer service and support available. You won't be forwarded to someone outside of the country. You won't be left on hold, wasting precious minutes of your time. You won't have to speak to different or multiple people every time you call us. We want you to succeed and our goal is to see you to your success! We are open Monday through Friday from 8:30am to 5pm Pacific Time and return phone calls and e-mails within less than 24 business hours at all times.
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No Annual Licensing Fees or Membership Contracts - All of our products are sold with one-time licensing fees, so you don't have to get locked into long-term contracts with penalties and other limitations that prevent you from continuing to use your invested money.
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Customizable Plans & Flexibility - We know that times are tough and cash flow can be an issue for many estate planners today. This is why we want to work with you and help you customize your product selection and work with you and your budget. No practice or budget is too small for us, because we understand that every estate planner has to start somewhere and we'd love for you to start your estate planning practice with us (or improve the one you've already started)!
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100% Money Back Guarantee - It is important to us that you are happy with your purchase with us and we stand behind all of our products and programs with such confidence that we back it up with a 100% Money Back Guarantee. If you are not happy with your purchase, call our office and we will immediately help you--whether it's assisting you with the implementation of a product, helping you identify another product or refunding your money in full. So now you can browse our website and confidently choose products for your practice, knowing that all of the risk is on us!
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