COVID-19 RESOURCES
FOR ESTATE PLANNERS

In a challenging time where things are so uncertain and changing by the minute, there's one thing we do know for sure—we are all experiencing something very new and unlike anything we ever have before!

We have put together this page on our website to include a number of resources for estate planning professionals of all designations—attorneys, CPAs, financial advisors, life insurance agents, trust officers, and their support staff.  Some of these resources are available through our company, The Ultimate Estate Planner, and some are through other companies and organizations.  We have also included some other helpful "feel good" resources and links as well to help us all get through this challenging time.

Be sure to bookmark this page and come back often!

Stay safe and be well!

All of Us at The Ultimate Estate Planner

INSTANT DOWNLOAD:
Everything You Need to Know About the 2020 Stimulus & Tax Bill

Get this 90-minute presentation with CPA and tax expert, Robert Keebler, for just $149.

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FREE: Phil's ULTIMATE Practice-Building & Marketing Tips

Tap into over 40 years of estate planning experience with free tips provided by our President, Phil Kavesh. They're absolutely free! Check out a sample and be sure to SUBSCRIBE!

SAMPLE TIP: VIRTUAL SIGNINGS

 

>>SUBSCRIBE HERE<<

FREE RESOURCES FOR YOUR PRACTICE

Here's a number of free resources out there for you and your practice right now.

  • COMING SOON - Practical Step-By-Step Training on Using Zoom in Your Practice (with Kristina Schneider)

OTHER "FUN" RESOURCES & LINKS

We've put this section together with a mix of self-improvement, health and wellness, and other "fun" links to help you and your family cope through this.  If you have any others to share with us, we would love to see and share with others!

E-MAIL US

If you have any questions, comments or other resources that you would like to see (or share), drop us an e-mail.  Someone from our team will respond within one business day.

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CALL US

1.866.754.6477

We are available Monday through Friday between 8:30am to 5:00pm Pacific Time.

 

UPDATED ON 4/17/2020 at 11:00am PT