We offer a variety of products for estate planning professionals of all designations. Below is a breakdown of the different kinds of products that we have available for purchase. If you have any questions, aren't sure which products are right for you or would like a personal demonstration of a product, contact Kristina Schneider at 1-866-754-6477 or by e-mail.
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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.
- 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 actively practicing estate planning professionals for the purpose of successfully operating their own practice. These professionals have 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!
- 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.
- 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.
- 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)!
- 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!
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.