We work with a number of organizations that help with a variety of business, marketing, practice-management, client services, and legal/technical education.  These organizations are among some of the leaders in the industry and we recommend them either because our affiliated law firm uses them and/or our professional clients do!  Check them out and see if they may be of help to you and your practice!


DocuBank - Instant Access to Vital Documents

DocuBank is a value-added client service that thousands of attorneys provide for their clients each year, including Phil and his law firm. Founded in 1994, DocuBank is committed to enhancing attorney services by providing electronic document storage and emergency access to clients’ advance directives, as well as valuable marketing benefits.

When you sign up with DocuBank you will receive a full selection of features and benefits that you can choose from in order to best match your firm and how you wish to utilize the benefits that DocuBank provides.  Below are just some of the benefits of choosing DocuBank for your clients and your firm:

  • Immediate Access to Directives via Emergency Cards. Along with their healthcare directives, the DocuBank Emergency Card lists critical allergies and medical conditions. Additional notes to physicians and emergency contacts are also transmitted when the documents are requested.
  • Electronic Document Availability. DocuBank SAFE provides your clients with secure access to their complete estate plan and other important documents through a two-tiered password protected portal on DocuBank.com.
  • Worldwide Service Accessibility. The DocuBank Emergency Card makes information and documents available wherever there is internet or fax access.  Anywhere in the world.  
  • Quality with a Personal Touch. When clients call DocuBank customer service line they are greeted by a real live human being (some of whom have been with DocuBank for more than a decade), not an automated machine.
  • Proven Results. DocuBank’s member survey shows that 93% of members agree or strongly agree that DocuBank builds their confidence in their attorney and 93% are pleased or very pleased to receive this service. For DocuBank members who used the service to retrieve their documents when hospitalized, 99% preferred DocuBank to other methods of accessing their documents, including storing them with relatives.

Contact DocuBank at 888.381.2096 and inquire about the
SPECIAL Ultimate Estate Planner discount and 3-Year Renewal Program!

Foster Web Marketing is a marketing organization that specializes in the area of law firm marketing, including website design, marketing software for cultivating internet leads and converting them into actual clients, and providing a variety of marketing consulting.  They help with social media management, e-mail newsletters and announcements, and much, much more!

For more information, visit: www.fosterwebmarketing.com

Contact Foster Web Marketing at 1.888.381.2096 and inquire about
the SPECIAL Ultimate Estate Planner discount!

Marti Gerardi
Probate Paralegal Services

Would you like to take on more paralegal work, but you don’t have the time or capacity to either hire, train, manage or supervise a new paralegal?  What if you could outsource this work to a remote paralegal service that has been doing probate work for attorneys now for over 30 years?  You can still take on more probates and you don’t have the added overhead.  Not only will your practice be able to add or increase this as a revenue source, but your clients will be better serviced as well.  (NOTE: While Marti is based in California, depending on what is needed for a particular probate case, she and her team may be able to assist other out-of-state attorneys).  For more information about Marti Gerardi and her fantastic team of probate paralegals, see: www.mgprobate.com

Contact Marti at 310.221.0776 and be sure to inquire about
SPECIAL Ultimate Estate Planner pricing!

SEND MARTI AN E-MAIL

Increase your firm revenue without
blowing your marketing budget.

From Website Blueprints, Social Media Posts, and On-Demand Video,
the folks at Bambiz can help automate some of your digital marketing efforts.

LEARN MORE

 

ROBERT S. KEEBLER, CPA, MST, AEP (Distinguished), CGMA

Robert (“Bob”) Keebler is one of the nation’s leading CPAs and tax experts, providing estate planners all across the country with the latest updates in estate, gift, and income tax planning, plus retirement distribution planning, family wealth transfer and preservation planning, charitable giving, and estate administration. Bob is a partner with Keebler & Associates, LLP based out of Green Bay, Wisconsin and his firm frequently represents clients before the IRS in the private letter ruling process. Named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and among the Top 40 Tax Advisors to Know During a Recession, The Ultimate Estate Planner is pleased to work closely with Bob to bring estate planners some of the most up-to-date breaking news and planning strategies for clients.

He is a regular speaker on our educational teleconferences and he also has a number of tools that can assist you and your clients in the estate and income tax planning process.

Robert’s Teleconferences and On-Demand Programs

Most estate planning professionals are great at what they do—estate, financial, insurance, or tax planning.  They went to school and keep up their education every year to be great “technicians”. But being a great attorney, CPA, or financial advisor doesn’t mean you make a great businessman (or woman).  Between interacting with others, managing and supervising the work of others, and handling conflicts that arise.  This is where business coach, David Giuliano, can help.  He specializes in the area of conflict-resolution and helping resolve communication disconnects.  He’s worked closely with Philip Kavesh over the years (for both his law firm and our own company), as well as many other attorneys and other business owners.

Visit: www.withoutboundariescoaching.com

Contact David at 818.540.6253 and let him know
you found out about him from The Ultimate Estate Planner!

SEND DAVID AN E-MAIL

Wealth Counsel - Practice Excellence

WealthCounsel is a membership organization for estate planning attorneys that provides a number of valuable resources and tools to build and develop your estate planning practice. From WealthDocx®, a software system that will give you the ability to quickly and easily draft all of your clients’ estate plans, to its access to a powerful network of interaction and collegiality with fellow estate planners throughout the country (including an online-based community page, state-based forums, online education, Annual Symposium, newsletters, and more!).

Visit: www.wealthcounsel.com