Who We Help
Monthly Newsletter
Subscribe to our free monthly newsletter, designed specifically for estate planning professionals who want to stay at the top of their game. Each issue delivers actionable strategies, timely insights, and expert advice that you can immediately apply to your practice.
Subscribers also gain access to specialized tools that empower you to implement effective strategies, achieve measurable results, and maintain a competitive edge in a fast-changing field.
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Weekly Podcasts
The Ultimate Edge: Phil Kavesh's Secrets to a Successful Estate Planning Practice
Every Sunday, tune into a new tip from nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip Kavesh.
Transform Your Practice. Transform Your Life.
Every Tuesday and Thursday, tune into a new episode with our Practice Success Coach, Kristina Schneider, MBA. You'll hear practical topics and special episodes with guest speakers.