Join Us in the Celebration of Our 10th Anniversary! On September 28th, 2004, we started out on this journey that has now become The Ultimate Estate Planner, Inc.   Whether you’ve been with us since the very beginning or not, we have a special promotion to celebrate this momentous occasion. For the next 10 hours, you can save 25% off your purchase with us.  This can be on anything, including: Upcoming Teleconferences On-Demand Programs The IRA Inheritance Trust® Legal Document Form & Technical Training Package The Successor Trustee Manual The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package The…

All of us at The Ultimate Estate Planner just want to wish you and your family a very safe and relaxing Labor Day holiday weekend!  We hope that you utilize this holiday to take some time away from work, enjoy your friends and family, eat some delicious food, and do something that you love and that makes you happy! As you should (hopefully) be doing, our office will be closed on Monday, September 1st. Here’s just a glimpse at what’s ahead for our team members this weekend: TABATHA is going camping at Yosemite National Park with her husband and 6…

The staff at The Ultimate Estate Planner are most-certainly pet lovers.  We all have pets, but 3 out of the 4 of us are dog owners, which is why we must take a brief moment out of our busy day to celebrate NATIONAL DOG DAY and shamelessly post a picture of our beloved furry friends! Megan’s Dog, Diesel (a 5-year-old Black Lab Terrier Mix) Kristina’s Dog, Klare (a 3-year-old Yorkie Cairn Terrier Mix) Melissa’s Dog, Kuma (a 3-year-old Black Lab) Oh, and just because we don’t want Tabatha and her kitties to feel left out, we will go ahead and…

We’ve got a lot of exciting things going on at The Ultimate Estate Planner, Inc. First, we are excited to welcome Melissa Towle to our team.  She started with us on August 11th and will be helping us out with receptionist duties, order fulfillment, customer service, teleconference administration, and much more.  We are happy to have her with us! One of Melissa’s major roles for us for the next few months is to help cover the duties of our Director of Operations, Megan DeLaGarza, while she is out on maternity leave.  Megan’s last day is today, August 12th.  All of…

It is with great sadness that we must wish our team member, Sally Kashanchi, farewell today.  Today is her last day with us before she heads out into the world to further her education and continue to grow in her career opportunities.  All of us wish her the best in all of her future endeavors and will miss all of our fun times with her! We will be slightly short-handed for one week before we will announce the addition to another team member! Stay tuned!

On July 23, 2004, what has now evolved into The Ultimate Estate Planner, Inc. began. Our Executive Director, Kristina Schneider, began working for our President, Philip Kavesh.  Fresh from graduating with her Bachelors degree from Pepperdine University just a couple of months prior, Kristina’s first assignment was to hop on a plane to Denver with Phil to attend the WealthCounsel’s National Conference.  Phil had not one, but two, speaking engagements.  One was on utilizing seminars to market your law practice and the second was to effectively advertise his brand new 2-day “Missing Link” Boot Camp program.  It was this assignment alone…

Don’t forget that if you’re attending the WealthCounsel 2014 Planning for the Generations Symposium, TODAY is the last day to take advantage of special conference prices.  We will be at our booth until the conference concludes at 12pm. Special 25% discount off your product order Payment plans are available Special IRA Inheritance Trust® Marketing Bundle Package (available only at the conference!) Save $100 on July 23rd’s Practice-Building Program on Time Management by signing up today! The EARLY BIRD DISCOUNTS for our upcoming Ultimate LevelSM 2½ Day Practice-Building Programs expires on July 31st, so be sure to sign up right away:…