FAQs: General

Founded by Philip J. Kavesh in September 2004, The Ultimate Estate Planner, Inc. began as "The 'Missing Link' Boot Camp, Inc.", a pioneering initiative designed to bring estate planning attorneys and financial advisors together. These immersive 2-day Boot Camps provided comprehensive, hands-on training to bridge the gap between these professions—helping them collaborate more effectively, implement innovative trust strategies, and build successful, multi-disciplinary practices that integrate estate and financial services.

Since then, The Ultimate Estate Planner, Inc. has evolved into a trusted, go-to resource for estate planning professionals nationwide. Today, we offer a full suite of practical, tested, and results-driven products and services, including:

• ✅ Strategic Coaching & Consulting – Personalized guidance to optimize and grow your practice
• ✅ Live Training Programs & Webinars – Expert-led education on cutting-edge estate planning strategies
• ✅ In-Person Consultations – Hands-on support tailored to your firm’s unique needs
• ✅ Seminar Marketing Materials – Proven tools to attract and convert high-value clients
• ✅ Legal Document Templates – Unique, attorney-drafted templates designed for efficiency and profitability
• ✅ Practice Management & Marketing Resources – Essential systems and strategies to streamline operations and boost revenue

With over two decades of industry leadership, our mission remains the same: to equip estate planning professionals with the knowledge, tools, and strategies needed to build a thriving, successful practice.

💡 Want to see how we can help your practice grow? Let’s connect!

While many of our products are specifically designed for estate planning attorneys, our coaching, practice management materials, and educational resources provide valuable insights for professionals across a variety of industries.

We proudly serve estate planning professionals of all designations, including:

• ✅ Attorneys – Estate planning, tax, and elder law attorneys
• ✅ CPAs & Enrolled Agents – Tax professionals looking to expand their services
• ✅ Financial Advisors – Wealth managers and planners working with estate-focused clients
• ✅ Life Insurance Agents – Professionals offering estate and legacy planning solutions
• ✅ Trust Officers – Bank and corporate trust professionals managing client assets
• ✅ Paralegals & Legal Staff – Support professionals seeking to enhance their expertise

No matter your role in the estate planning industry, our resources are designed to help you optimize your practice, increase efficiency, and boost profitability.

💡 Not sure if our services are right for you? Let’s chat and see how we can support your professional growth!

No, The Ultimate Estate Planner, Inc. is an independently owned and operated company, led by our President, Philip Kavesh. While we are not directly affiliated with any other companies, we collaborate with a variety of organizations that provide valuable products and services tailored to estate planning professionals.

Our Affiliate Partners are independent entities, and their offerings can be purchased directly through them. These partnerships allow us to connect our clients with high-quality resources that complement our coaching and educational programs.

💡 Interested in becoming an Affiliate? If you’d like to showcase your products or services to our network, we’d love to hear from you! Contact us at 1-866-754-6477.

No, The Ultimate Estate Planner, Inc. is not a membership organization, and we do not charge monthly or annual membership fees. Instead, we offer coaching, educational programs, products, and resources on an as-needed basis, all at a reasonable one-time cost.

• 🔹 No Ongoing Fees – You only pay for what you need, when you need it.
• 🔹 Flexible & Accessible – While we occasionally offer payment plans or subscription options, there are no long-term commitments or hidden fees.
• 🔹 "À La Carte" Solutions – Unlike traditional membership organizations, our goal is to provide customized, targeted support without requiring you to purchase unnecessary services.

Our mission is to complement the offerings of national membership organizations by giving estate planners the flexibility to access the exact resources they need—nothing more, nothing less.

💡 Have questions about our coaching or programs? Let’s connect!

Our office is open Monday through Friday, 8:30 AM – 5:00 PM Pacific Time (11:30 AM – 8:00 PM Eastern).

📞 Prompt Responses – We strive to return all calls and emails within one business day (or less!).

🎉 Holiday Hours – We observe most major U.S. holidays and operate on a modified schedule between Christmas Eve and New Year’s Day.

If you reach out outside of business hours, don’t worry—we’ll get back to you as soon as possible!