Unique Legal Document Forms & Technical Training
Legal documents might seem standard, but any estate planning attorney that has seen the shoddy work out there knows that all document provisions are not the same! We are pleased to offer very reasonable, one-time licensing fees for a number of essential legal document forms for estate planning attorneys to purchase and use to prepare estate plans for their clients. Anything from The Personal Asset TrustSM inheritance feature built into the Living Trust document, to our popular, IRS-approved standalone IRA Beneficiary Trust, known as the IRA Inheritance Trust®, to a number of our niche and unique document forms for specific types of planning. You don't need any complicated or separate licenses to use our legal forms and these legal forms can be added to just about any word processing platform and used by any licensed attorney! Plus, many of the legal document forms include the technical training needed to implement and use the documents!
THE TRILOGY OF ESTATE PLANNING MANUALS
The Unique Personal Asset Trust ("PAT")
Want a unique feature to add to your Living Trust plan so you can update virtually every single trust you've ever drafted? Then be sure to add on our Personal Asset TrustSM today! In this package, you will receive the PAT Amendments, as well as the PAT Beneficiary Manual, PAT Technical Training, and PAT Marketing Module. Set yourself apart from the rest and add the PAT to your practice today!
The Successor Trustee Manual Package
One of the easiest products to immediately implement, the Successor Trustee Manual is over 150 pages of plain-English instructions intended for you to modify, customize and brand to your firm and distribute to your clients and their successor trustees. This Manual is a great way to help guide your clients and their trustees when the time comes and to get their trustees to engage your estate planning and administration services.
IRA Inheritance Trust®—Updated for the SECURE Act 2.0
Our unique standalone IRS-approved IRA Inheritance Trust updated for SECURE Act 2.0 to help you plan for your clients' IRA and retirement assets. This IRA beneficiary trust helps your clients can pass along their IRAs to their loved ones with better asset protection and help reduce income taxation.
Additional Legal Document Forms
The IRA Inheritance Trust®
Our unique standalone IRS-approved IRA Inheritance Trust updated for SECURE Act 2.0 to help you plan and protect your clients' IRA assets!
The Flexible Irrevocable Trust
Also known as an "ILIT", but also applicable for other lifetime gifts, this trust document has the flexibility to adapt to your clients' needs and changed circumstances after it is established—making it a revocable irrevocable trust!
The OBIT Trust
Nationally renowned attorney, Edwin P. Morrow III, has put together this unique trust strategy known as the "OBIT" and the "Upstream OBIT" to help clients ' beneficiaries save significant capital gains taxes!
The JEST Trust
Estate planning attorney, Alan S. Gassman, has made available his "JEST" Trust—a trust strategy designed to help married clients in non-community property states to preserve their wealth and save income taxes through a "double step-up"! No joke! ☺
The Ultimate Pet Trust
Nationally renowned estate planning attorney and Pet Trust expert, Eden Rose Brown, has assembled a unique pet trust document form (both as a standalone trust, as well as language needed for your basic Living Trust) to better protect your clients' furry friends!
Would You Like to Monetize Your Trust Documents?
Do you have a unique trust document that you would like to license to other estate planning attorneys? Let us help!
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Guy Garner
Estate Planning Attorney
Arlington, Texas
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Michael Sweet
Life Insurance Agent
Reston, Virginia
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!
Jerry P. Reisner
Estate Planning Attorney
Olean, New York
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!
Howard Stross
Estate Planning Attorney
Oldsmar, Florida
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Gerald J. Turner
Estate Planning Attorney and CPA
Wellesley, Massachusetts
I have to tell you, when my partner and I came to attend The Ultimate Level, we knew we had some great things going for us and our practice. We were literally two kids who created our law practice at our kitchen table and it's grown into what it is today and it's beautiful. But, even though we knew that the firm had so many good things going for it, we also knew that we were off track on some really major things. We honestly didn’t know how to get back on track and we were really kind of at the end of the road, not sure if we were even doing anything right. Thanks to The Ultimate Level, we discovered that not only can we get back on track, but that we can do so easily. This program really reignited and reinvigorated my passion for what it is that we do. Thank you!
Stephanie Prestridge, Attorney
Member of NAEPC
Baton Rouge, Louisiana
I am always going to these types of events and I must say that The Ultimate Level has truly and sincerely been one of my favorites—it’s practical, Phil has been there and he has done it. He is doing it. I am going back to the office with a lot of tools and that’s HUGE. With many other programs, I always feel like, “This is great, but what do I do with it?” and I don’t feel that way at all leaving this program.
Shadi Shaffer, Attorney
Member of WealthCounsel
Irvine, California
The Ultimate Level is set up so that it doesn’t matter where you are in your practice, there’s something for everyone, whether you have been practicing for a few years or for a very long time. I think that’s a huge testament to the program and how valuable it is.
Nicole Wipp, Attorney
Member of WealthCounsel, Elder Counsel, and Lawyers With Purpose
Milford, Michigan
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!
Albert Vacek
Estate Planning Attorney
Houston, Texas
After attending The Ultimate Level, my revenue went from $12,000 per month to over $100,000 per month! And I’m super excited to share that I just hit $1 MILLION of revenue in only my second year of practice! I cannot recommend them enough to my colleagues. I have come back to the event with my entire team to continue to improve my results!