Whether you’re an estate planning attorney, CPA, financial advisor, life insurance agent, trust officer, or some other kind of estate planning professional, you have an abundance of options available when it comes to deciding where to invest your money for products and services to help you build your practice. It can be challenging and difficult when deciding what options may be the right fit for you.
Below, we have put together a number of reasons why so many of our customers decide to choose us as their go-to resource for products and services to assist them with their practice.
Why Choose The Ultimate Estate Planner?
No Annual Licensing Fees or Membership Contracts.
All of our products are sold at a reasonable price with one-time licensing fees. While we do have monthly payment plans and subscriptions that you can opt into to spread out or maximize your investment, you will not get locked into any long-term contracts. Also, we are not a membership organization. This allows you to pick and choose the products and services that you need most to help with your practice, without the hassle of having to purchase things you don’t need or want!
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Tested and Proven to Work.
One of the best things about our products is that all of our products have been proven and tested to actually work. Our products were developed by actively practicing estate planning professionals for the purpose of successfully operating their own estate planning practices. These professionals have put the rubber to the road, so that you can be confident that you’re purchasing products that aren’t just based on theory, but on what actually works right now!
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Customizable Plans & Flexibility.
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Customer Service & Support.
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Money-Back Guarantee.
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This website is a valuable resource for me. Thank you!
Michael Sweet
Life Insurance Agent
Reston, Virginia
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!
Gerald J. Turner
Estate Planning Attorney and CPA
Wellesley, Massachusetts
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
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
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
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!
Guy Garner
Estate Planning Attorney
Arlington, Texas
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
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
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!