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Education

The Ultimate Estate Planner, Inc. is a great go-to resource for estate planners of all designations. We pride ourselves in supplying a library of timely, relevant, practical, and what-you-need-to-know opportunities for estate planners to get the necessary training and education to be successful. From live teleconferences and on-demand programs to live events and one-on-one consultations—there is something for EVERYONE!

Unique Legal Documents

We have a number of unique and innovative legal document forms that we make available for estate planning attorneys all across the country for a very reasonable one-time licensing fee.

These legal forms contain a number of sophisticated features that can be used to enhance legal forms you are already using or to complement the planning you are already offering clients.

This includes Phil Kavesh’s IRS-approved IRA Inheritance Trust®, Personal Asset Trust^SM, Successor Trustee Manual, as well as some one-of-a-kind legal forms developed by some of the industry’s best!

Products

The Ultimate Estate Planner, Inc. provides estate planning professionals of all designations a wide selection of products that have been tested and proven to work!

In addition to the legal document forms, we also have a variety of marketing and practice-building tools, software, books, charts, white papers, and much more to help your practice where it needs help the most! And the best part is that these items are available “a la carte” so that you get exactly what you need and at a reasonable price!

Free Resources

Thanks to the generosity of many of the nation’s leading estate planning professionals, we have a library of free resources for you to access. These free resources are available 24/7 and are accessible immediately through our site.

To browse the free resources available to you, click here.

Affiliates

At The Ultimate Estate Planner, Inc., we strive to be the preeminent resource to estate planning professionals.

A go-to company to give you all of the information you need about a variety of organizations, individuals, services, products, and tools that can assist you in your practice. As such, we are pleased to bring you a list of a variety of partnered, affiliated, and/or recommended products and services.

To view these products and services, click here.

This website is a valuable resource for me. Thank you!

The Ultimate Estate Planner, Inc. is not only a company offering a suite of hard to find products and services, but their customer service philosophy and desire to add value to my practice was so excellent that it is nearly unbelievable! I am a busy guy, and often hard to connect with, but Kristina Schneider kept following up with me to make sure that I got what I needed. I have no doubt that the practice growth techniques that she recommended to me during my Seminar Marketing Consultation will form the foundation of the transition of my practice from a chaotic general practice to a successful and enjoyable estate planning practice that will serve my family well for years to come. Great company, great folks, great job!

Over the past few months, I have purchased some products and services from The Ultimate Estate Planner and I will definitely continue to do so. The staff at Ultimate Estate Planner are such a joy to work with and the materials that have been provided to me have allowed me to help my clients. Thank you! I am grateful that Phil is willing to share his expertise and at such a reasonable pricing. He has saved me immeasurable time and headache. Keep up the great work that you provide the estate planning community!

Thanks for taking the lead and putting together all of these educational teleconferences. You have really found a niche. The topics are great and timely. Unfortunately, I cannot attend them all. Some people might think paying to attend the call is a way to say “thanks” in of itself, but I just wanted to personally send you my thanks!

I am very impressed with how Phil and his team at The Ultimate Estate Planner continue to give excellent and prompt assistance even after they’ve gotten their check. Very professional!

Not sure what you’re looking for or what we have available to help you and your practice? No problem! Let us help you.

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The Ultimate Estate Planner helped me hire and get my first full-time employee in place so that I could really take my practice to the next level, and they’ve assisted me and my team along the way to find ways to work smarter, not harder. Implementing some of their systems and processes took some work, but it was worth it. I’m not sure there’s anywhere else where you can get this 40+ years of experience in the estate planning field, with a practice that is still in practice and using these systems. My practice has been transformed in a short period of time and I’m very pleased”

I am proud to offer my clients what I consider to be the finest and most comprehensive estate planning services anywhere. My practice is based on innovative legal documents and the revolutionary seminar marketing packages developed by Phil Kavesh, the founder and President of The Ultimate Estate Planner. I have been an avid follower of Phil’s systems since the 1990’s and if you’re not using Phil’s materials, you’re clearly missing the boat!

Upcoming Teleconferences