Our Story
It goes back to way before Ultimate Estate Planner's founding. In the late 80's and into the 90's, attorney Phil Kavesh's estate planning practice grew incredibly, exponentially from a handful of clients to one of the largest in Southern California. Colleagues approached Phil, imploring him to share his success secrets, so in 1992 he began presenting 2-day live programs under the the name "Success Marketing Group". It quickly grew in renown and Phil rolled it up into the American Academy of Estate Planning Attorneys, of which he was one of three attorney co-founders.
Phil shortly thereafter left the Academy to focus on his practice. In September 2004, he returned to educating his attorney colleagues with a new company known as "The Missing Link Boot Camp." It mainly conducted 2 and 3 day live training events.
In 2007, the company broadened its scope, and was re-named The Ultimate Estate Planner, Inc. It began offering practical, technical, and marketing solutions tailored to estate planning professionals—in a myriad of recorded programs, tools and practice building materials, all of which were tested and proven to work in Phil's own practice.
In February 2013, the company launched The Ultimate Level™, a two-day MBA-style crash course tailored for estate planning attorneys. This program was a huge leap, bridging the gap between the theoretical knowledge gained in law school and the practical skills needed to run a successful law practice.
What sets The Ultimate Estate Planner, Inc. apart is that all its products, programs, and services are developed by Phil and other top professionals practitioners who actively run successful estate planning law firms.
The company reflects Mr. Kavesh’s lifelong dream to give back to the estate planning community by saving fellow professionals the time, cost, and frustration of learning through their own trial and error.