The Ultimate Estate Planner, Inc. is one of the industry’s leading go-to resources for estate planning professionals of all designations—attorneys, CPAs, financial advisors, life insurance agents, trust officers and more. We are not a membership organization. Instead, we provide estate planning professionals with practical products and services they can immediately implement in their every day practices. Everything from technical tax, legal and planning strategies to practice-development training and tools, marketing, and business coaching. We have just about something for everybody, regardless of the type or level of your estate planning practice.
Tired of having to buy everything just to get one or two things that you really need?
You don’t have to do that with us. We are not a membership organization and you don’t have to purchase a whole kit or system just to get the pieces that you really need or want.
Everyone is at a different place, both in terms of technical skills and size of your practice, and we recognize this. So, we have training, products and tools for beginners, intermediate and advanced practitioners.
Almost all of our products are a one-time purchase, so you don’t have to lock yourself into any long-term commitment or contract. We even offer convenient payment plans on many of our products, so that you can start making back money on your investment before you’ve even paid it off!
Whether you’ve got 3, 13 or 30 years of experience, we’ve got numerous tools and resources to help estate planning attorneys build the successful practice they’ve always dreamed of! LEARN MORE
FOR CPAs
& OTHER TAX EXPERTS
We’ve teamed up with one of the nation’s leading CPAs and tax experts to provide CPAs and tax planners useful and practical education, tools, and resources to be able to provide clients the best possible planning available. LEARN MORE
FOR FINANCIAL ADVISORS
& LIFE INSURANCE AGENTS
Financial planning and life insurance are key parts of the estate planning process, which is why we have also expanded out resources to help financial advisors and life insurance agents. LEARN MORE
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.
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!
