Our mission at The Ultimate Estate Planner, Inc. is to be the preeminent source
for everything estate planning for both consumers and estate planning professionals
throughout the United States.
We provide unique, valuable plain-English resources, information and products
to create awareness and educate the general public on the importance of
estate, financial and tax planning, while also providing consumers the ability to
find a qualified estate planning professional in their local area to assist them with
their planning needs.
We provide exceptional and cutting-edge educational programs,
practice-building products, training and information for the
multi-disciplinary estate planning practice, including but not limited to
estate planning attorneys, CPAs, financial advisors and life insurance agents.
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.