It is our goal at The Ultimate Estate Planner, Inc. to become the preeminent resource to estate planning professionals of all kinds, which includes working with a variety of organizations, individuals and services that provide valuable tools to the estate planning industry. Please feel free to contact any of our affiliates to find out more about their services and how they may be able to help you and your clients. If you would like to become an affiliate, please call us at 1-866-754-6477.
AATEELA
The Advisors Forum
AICPA
Atticus Online
Bruce Givner, Esq.
CCH
CrummeyService.com
DocuBank
The eBoot Camp
Ed Slott & Company
Eden Rose Brown, Esq.
EstatePlanning.com
The Gathering
Keebler & Associates, LLP
L. Paul Hood, Jr., J.D.
The Lackner Group, Inc.
Laureate Center for Wealth Advisors
LawEasy.com
Leimberg Information Services
Martin M. Shenkman, J.D., CPA, MBA
Michael Ettinger, Esq.
Natalie Choate, Esq.
Peter Lennington, Esq.
Southern California Institute
Steven J. Oshins, Esq., AEP (Distinguished)
The Trust Advisor
WealthCounsel LLC
Wealth Strategies Journal |
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.