Legal & Financial Services for Clients in Southern California

The Ultimate Estate Planner, Inc. President, Philip J. Kavesh, is also the principal and owner of one of Southern California’s largest estate planning law firms, Kavesh, Minor & Otis, Inc.  The Law Firm of Kavesh, Minor & Otis has been in business for over 40 years and has a great team of associate attorneys and staff that can assist you if you are looking for estate planning or financial assistance and you are located in Southern California.

In addition to exceptional estate planning services, the Law Firm of Kavesh, Minor & Otis has affiliated financial advisors that have serviced its clients’ financial planning needs. (And don’t worry, if you are a financial advisor referring a client to the Law Firm of Kavesh, Minor & Otis for estate planning!  We aren’t going to refer your financial planning client away from you!  We promise!)

If you are a consumer in Los Angeles or Orange County and would like to attend a free seminar, which qualifies you for a free attorney consultation and a potential fee discount, click here to view the upcoming seminar calendar.

If you are an estate planning professional and you have a client (or prospect) in Los Angeles or Orange County that needs estate or financial planning assistance, please submit the following form and we will get you in touch with someone from the law firm or feel free to refer your clients directly to attend one of our free seminars.  Click here to view the upcoming seminar calendar.

Legal & Financial Services for Clients Outside of Southern California

The Ultimate Estate Planner, Inc. has licensed document forms and other legal products to a variety of attorneys throughout the United States, including the IRA Inheritance Trust®.  We get numerous requests to help put professionals in touch with estate and financial planning professionals throughout the country.  If you have a client or if you need for a referral to an estate planning professional in a region of the United States outside of the Los Angeles and Orange Counties of California, please feel free to contact us below and we will do our best to get you in touch with someone that may be able to assist you.