FAQs: Products

We have a variety of products to help estate planning professionals.  These include, but are not limited to: 

• Educational Programs
• Legal Document Forms
• Seminar Marketing Packages
• Marketing & Sales Tools
• Practice Management and Practice-Building Tools
• E-Books
• White Papers
• Charts

Visit our Products page for more information on the various products we have available.

💡 Have questions? Feel free to reach out, and we’ll be happy to help you understand what products we have available and identify which products may be best for you and your practice.

Absolutely! Many of our products offer online demonstration videos and FAQs to give you an overview. However, if you'd prefer a more personalized experience, we also offer the option to schedule a live online demonstration with one of our Product Specialists.

Simply call us at 1-866-754-6477 or email [email protected] to set up a demonstration. This gives you the opportunity to see exactly what you're purchasing, ask any questions you have, and make an informed decision before moving forward.

💡 Want to make sure it’s the right fit? We’re happy to show you exactly what you’re getting!

Starting in 2025, all products will be delivered directly through your account on our website. Simply log in to access your purchased products anytime, anywhere.

💡 Need help logging in? We're here for you! Contact us at 1-866-754-6477, and our team will gladly assist you in accessing your account and purchases.

We do offer product updates depending on the nature and significance of the update. In some cases, updates may be available at no cost, while others may incur a reasonable one-time fee (based on the timing and scope of the update).

Please note that product updates are not guaranteed and are not automatically included with your original purchase.

💡 Want to stay current? Keep an eye on any announcements or contact us for more information on updates!

We're here to support you! If you have questions or need guidance on implementing your purchased product, here’s how we can assist:

• Instant Download Programs: For implementation-related questions, please contact the program’s speaker directly. Their contact information is included in your program materials.
• Legal or Technical Questions: Our staff cannot provide legal or technical advice. However, if you purchased legal document forms from The Ultimate Estate Planner, you may submit your questions to [email protected]. Our team will review and direct them to an attorney on staff, with a response typically within one business day.
• Practice Management & Marketing Products: We’re happy to answer quick questions! If you need more in-depth assistance, we may recommend Implementation Coaching with our Practice Success Coach for tailored guidance.

Let us know how we can help!

When you purchase products from The Ultimate Estate Planner, Inc., they are licensed for use only within the ordinary course of your business or practice. You may not distribute, share, or transfer them—directly or indirectly—to anyone outside your law firm who might use them for professional purposes.

To properly implement these materials in your practice, please ensure they include both copyright notices and your firm’s information, along with the phrase "Under License" to indicate proper usage.

Example:
© [YEAR] [YOUR LAW FIRM NAME], Under License.

This ensures compliance with our licensing terms, protects our proprietary content, and safeguards your firm's authorized use of the materials.

💡 Questions about licensing? If you're unsure about usage restrictions, please contact us at 1-866-754-6477, and we’ll be happy to assist you.

We are committed to your satisfaction and offer a 30-day money-back guarantee on most of our products, unless otherwise specified for special promotions.

If for any reason you're not completely satisfied with your purchase, please reach out to us right away at 1-866-754-6477 or via email at [email protected]. We'll work with you to resolve the issue—whether that means issuing a refund, offering credit, or providing a suitable exchange with another product or service.

💡 Your satisfaction is our priority, and we’ll do our best to make things right!

We only charge sales tax on any online product orders placed by customers located in California.  Also, sales tax is charged for any product orders placed at our live events, regardless of the state in which the purchaser resides.