October 20-22, 2022

Dallas (Euless, Texas)




Estate Planning Attorneys

(ideally with at least 3 years of experience)

Plus Key Members of Their Firm

  • Office Manager
  • Marketing Director
  • Executive / Personal Assistant
  • Other Key Associate Attorneys




  • Welcome Reception on Thursday evening
  • Live, interactive 2-day in-person course (breakfast and lunch provided)
  • Specific tips and guidance on the key issues most estate planning attorney business owners are facing
  • Program binder with printed handout materials (to follow along and take notes!)
  • Over 80 practical and useful Exhibits (Checklists, Forms and Practice Tools), including forms in modifiable format (where applicable)
  • Personal consultation (before the group) by nationally renowned estate planning attorney, Phil Kavesh, and Practice Success Coach, Kristina Schneider
  • Live Q&A and networking opportunities with fellow Estate Planning attorney colleagues (and their staff!)
  • Special product discounts and promotions






per person




Call us at 1.866.754.6477 or send an e-mail to events@ultimateestateplanner.com
regarding any remaining events for 2022


NOTE: Your registration is not guaranteed until a formal registration confirmation
from someone in our office is sent via e-mail (separate from the receipt).



"The Ultimate Level is an excellent training program! It’s a true testament to what Phil Kavesh has done by taking what works in his own law practice and distilling it down so that there’s something for everybody. No matter where you are from or where you’re at in your practice—whether you have been in practice for 20 years, have been practicing for 5-10 years, or are just starting out—there’s something for everyone to take away from this program."

— Scott Alperin, Attorney
Virginia Beach, Virginia
Member of WealthCounsel, ElderCounsel and NAELA

"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
Baton Rouge, Louisiana
Member of NAEPC

"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
Irvine, California
Member of WealthCounsel

“I attended The Ultimate Level event in February and Phil presented a number of fresh new ideas and rejuvenated some tested and proven marketing techniques that I (and many other attendees) had simply forgotten about and overlooked.  He personally sat us down in front of him and asked what he could do to help us in our practices.  Invaluable!!

I wrote down five important actions and have only been able to implement three of them so far and, my goodness, what an impact Phil has had on my practice (once again!).  Phil is a great mentor and I also gleaned a number of great ideas from my fellow colleagues in attendance as well.  I’ve been so busy with new business over the past three months since I attended The Ultimate Level that I can hardly handle it all!  My revenue stream has dramatically increased since I attended Phil’s program! 

If you attend The Ultimate Level and are able to take away even four or five of the ‘golden nuggets’ you will receive, I can promise you that it will be well worth your time, effort and investment!”

– Bruce Kiselstein, Attorney
Mt. Prospect, Illinois
Original Missing Link Boot Camp Attendee

“This has been a fabulous two and a half days. Everything about the program was relevant and important.  I loved the one-on-one consultations with the group contributions. Not just for myself, but to hear the experiences of others and everyone’s’ suggestions for solutions. I can’t even begin to thank you enough for all that you have shared with me this past weekend and for what I’ve gotten out of your Ultimate Level program.”

– Stewart Fleisher, Attorney
Denver, Colorado

“The Ultimate Level was far better the second time. I realized that there’s so much stuff I missed from the first program. I found myself writing down notes and realizing that there were things that I had wrote down to do from the first program that I haven’t had a chance to implement. This time I brought back my assistant so that she can help me implement and actually get stuff done! I am so glad I came back!”

– Peter Shelton, Attorney
Oakland, California
Member of WealthCounsel

“This has been an amazing program. I like to number my notes and I’m up to 232 different thoughts and ideas to take away from this program and implement in my practice. This weekend has really helped reinforce and show me that I haven’t been doing a good job of actually blocking time to work on my business, so that’s the first thing that I’m going to be doing when I get back.”

– David Edwards, Attorney
Springfield, Illinois
Member of WealthCounsel

“Phil has been helping me with my practice—no, helped me build my practice over the last 20 years—and I have to say, everything Phil says is right! Every time I have tweaked something, it’s been wrong.  Everything works, just like he says and it’s proven and tested to work!”

– Albert Vacek, Attorney
Houston, Texas
Member of WealthCounsel and ElderCounsel

“It’s refreshing to see an attorney that views his law practice as a business and that it’s not something that needs to be looked down or frowned upon. It is inspiring to see an attorney that is so successfully and efficiently running an estate planning practice. I really appreciate your transparency throughout the program and your willingness to share this with us through this program.”

– Patrick Phancao
Irvine, California
Member of WealthCounsel

“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
Milford, Michigan
Member of WealthCounsel, Elder Counsel, and Lawyers With Purpose

“I always say that it’s hard to know what it’s like to stand on Jupiter until you’ve been there. I was having a really hard time getting my hands around how I was going to be able to take my practice to the next level that I wanted to take it—and I didn’t know what it was like to stand on Jupiter before the program, but I can honestly say that I do now! Thanks, Phil!”

– Kirk Kaplan, Attorney
Las Vegas, Nevada
Martindale Lawyer Rating AV
Member of WealthCounsel 

“Wow, I have been in HR for 20 years and we just received the most fabulous training I have ever seen focused specifically on the estate planning practice. Not only the training, but the hands-on tools to actually implement what we learned. This has been great!”

– Kim Kaplan, Staff Member from Kaplan Law Group
Las Vegas, Nevada

“As someone that helps support our firm in its day-to-day operations, I really want to thank you for giving the staff the opportunity to attend. I think if the program was just limited to attorneys, people would have a much more difficult time implementing what they learned. It was so beneficial and motivating to have Phil explain to the attorneys how much the staff really brings to the table.”

– Vicki Kordakis, Staff Member from Cunningham Legal Group
Auburn, California


Between taking the LSAT, going through law school and studying for exams, graduating and then having to study and pass the bar, all of these things have certainly prepared you to be a great lawyer.  You know all about torts, jurisprudence, legal theory, copyright and intellectual property, criminal law, and the court system.  You learn about estate planning, trusts, wills, probate and guardianship.

Law schools have failed lawyers on learning the ins and outs of actually running a successful law practice of their own as a business.

Think about it, most law school students don’t walk away on graduation day with their Juris Doctorate with any understanding of the following:

  • How to hire, train, manage, and compensate support staff and associate attorneys
  • How to market your services and bring in new clients on a consistent basis
  • How to package your services and set your fees so that you remain competitive and set yourself apart from others
  • How to monitor and evaluate your revenue on a monthly and annual basis with all of the appropriate metrics and means of analyzing what is working for you (and what’s not!)
  • How to set up the necessary systems and processes in place for your firm and how to get work done, so that you’re doing the things you want and love to do—along with the flexibility to take time off and enjoy your life outside of the office as well!

Many lawyers “fake it ’til they make it” on a lot of these areas of running a law practice as a business, but the truth is, that only gets you so far.  Before you know it, you’ve got a revolving door for employees, you’re constantly negotiating down and discounting your fees and services, and you’re working harder than ever with no break in sight.

If any of this sounds familiar, please understand that it’s not your fault and you’re not alone.

Are you ready to start seriously building your every dream?!

It all starts with getting the right coaching to open your mind (and your practice) to spectacular results!


If we could count the number of times that an attorney comes to us for help and so desperately wants all of the benefits that our breakthrough program and coaching can bring to them—but then they simply “don’t have the time.”

But, when will you ever have the time?  You have to make the time for it!

This becomes the classic chicken or the egg scenario.  Are you so busy and don’t have time for anything else because you’re constantly running along a hamster wheel that never ends?  Do you really have your own business then?  Or do you just have a job with a 60 or 80-hour work week and that pays no overtime and gives you no days off?  Is that the kind of practice you want?

More importantly…is that the kind of life you want?  Nothing changes if nothing changes.

Let us walk you through three practice-revolutionizing, life-changing sessions that will give you the necessary steps, tools, foundation and hand-holding that you need to take you from where you are right now to where you want to be.


People are boxed in by the boundary conditions of their thinking. We can only see that which we are.

When we’re young we listen to what our parents say, but we watch what they do and their actions become very potent non-verbal suggestions for how we should live our own life.

In addition to the programming and conditioning we receive from our parents or the environments we grew up in - we are continually taught lessons that could potentially disempower us through our experiences and significant emotional events in life.

What happens if in your heart you want to launch a business but if you were always taught that you had to get a job that paid a steady wage? Or perhaps you were taught that you weren’t good enough to be in business for yourself. Or that launching a business would equal a lack of security and pain…

People will tend to shrink in direct proportion to the degree that the Universe has proven itself to be hostile to them.  So if we’ve had a failed business or business relationships oftentimes we find ourselves withdrawing from the playing field and just not going for it anymore, perhaps not knowing who we can trust, or feeling like we can no longer believe in our dreams.

And whenever connection and communication go down so does creation.

So our businesses and our success screech to a halt.

Or perhaps we’ve had a bad experience in a relationship or a series of bad experiences that cause us to sort for these same types of issues over and over and over again with painstaking regularity or to pull ourselves out of the realm of relationships completely.

Imagination leads reality but the problem is that most of us have our imaginations running amuck!

So we talk ourselves out of launching the businesses that could set us free. We talk ourselves out of our skills and ability - - “I’m just not good at hiring or managing people.”

Or we convince ourselves that were not worthy of any of these things in the first place.

We fail to build our dreams, and chase away opportunities because our imagination gets the best of us.

Do any of these patterns sound familiar?

Without a radical rehabilitation of consciousness, it becomes really easy to give up before you’ve even begun.  This kind of powerful mindset issue is something that we directly address throughout our Ultimate Level program.

Your past programming and conditioning can destroy your future unless you take the steps to break the shackles to the past and set yourself free.

When you transform your associations to the past the future can become the brightest it’s ever been!


Or Call NOW to Secure Your Spot!