Our Story
The Ultimate Estate Planner, Inc. was founded by nationally renowned estate planning attorney Philip J. Kavesh in September 2004 under its original name, The "Missing Link" Boot Camp, Inc. Initially, it focused on hosting intensive two-day boot camps designed to bring estate planning attorneys and financial advisors together. These sessions provided comprehensive training on developing a collaborative, multidisciplinary referral model that integrated estate and financial services, alongside the introduction of cutting-edge trust products.
In 2007, the company broadened its scope, evolving into The Ultimate Estate Planner, Inc. It began offering a wide range of practical, tested, and proven technical and marketing solutions tailored to estate planning professionals. This expansion served attorneys, financial advisors, CPAs, and life insurance agents alike. The company introduced resources like one-time licensing options for innovative legal documents, including the IRS-approved standalone IRA Inheritance Trust® and Mr. Kavesh’s unique Personal Asset TrustTM, as well as seminar marketing products, practice management tools, and other business-building resources.
In February 2013, the company launched The Ultimate LevelTM, a two-day MBA-style crash course tailored for estate planning attorneys. This program bridged the gap between the theoretical knowledge gained in law school and the practical skills needed to run a successful law practice. Topics included time management, staff training, seminar marketing, revenue optimization, and digital marketing. To maximize the program's value, The Ultimate Estate Planner, Inc. developed a comprehensive Practice-Building Library and introduced implementation coaching with Practice Success Coach Kristina Schneider, helping attorneys and their teams set goals and execute strategic plans effectively.
What sets The Ultimate Estate Planner, Inc. apart is that all its products, programs, and services are developed by practitioners who actively run successful estate planning practices. This ensures the tools and strategies are not only effective but grounded in real-world experience.
The company reflects Mr. Kavesh’s lifelong dream to give back to the estate planning community by saving professionals the time, cost, and frustration of learning through trial and error. Over the past 20 years, The Ultimate Estate Planner, Inc. has transformed the practices and lives of hundreds of professionals nationwide.