For over 30 years, we've successfully guided estate planning attorneys and their law firms — at all stages of their practice, and sizes and geographic locations.
You Get What You Need, When You Want It.
No Annual Licensing Fees or Membership Contracts.
All products are sold with one-time licensing fees, and you are not locked into long-term contracts. You don't need to buy into some big system and can find something valuable & usefull at whatever stage your practice is at.
Ultimate Estate Planner
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Everything's Tested and Proven to Work.
Our products were developed by Phil Kavesh and other actively practicing top estate planning professionals for the purpose of successfully operating their own practices—and they still use them successfully today.
We've helped over a thousand attorneys.
Ultimate Estate Planner
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Customizable Plans & Flexibility.
Ultimate Estate Planner
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Our Unique Success Formula.
Ultimate Estate Planner
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Money-Back Guarantee.
Ultimate Estate Planner
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Hear What Your Fellow Estate Planning Attorneys Have to Say...
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.
Stephanie Prestridge
Baton Rouge, Louisiana
The Ultimate Level has truly and sincerely been one of my favorites—and it's so practical. I am going back to the office with a lot of strategies and tools and that's a HUGE.
Shadi Shaffer
Irvine, California
Thanks for taking the lead and putting together all of these educational programs and packages. You have really found a niche. The topics are great and timely.
Guy Garner
Arlington, Texas
Thanks to Phil, I am proud to offer my clients what I consider to be the finest and most comprehensive estate planning services anywhere—and I got to retire on my own terms.
Albert Vacek
Houston, Texas
After attending The Ultimate Level, my revenue went $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!
Leigh Cowden
Maryville/Knoxville, Tennessee
& Palm Beach, Florida
I am very impressed with how Phil and his team at The Ultimate Estate Planner continue to give excellent and prompt assistance.
Gerald J. Turner
Wellesley, Massachusetts
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!
Jerry P. Reisner
Olean, New York
The Ultimate Level is set up so that it doesn't matter where you are in your practice, there's something for everyone.
Nicole Wipp
Milford, Michigan
Their website is a valuable resource for me. Thank you!
Michael Sweet
Reston, Virginia
I was leery of this event becoming a gripe session. Contrary to that, the feedback received from my staff was invaluable. They see what needs to be done to improve our systems to take us to the next level and shared those excellent ideas!
Kevin Von Tungeln
Valencia, California
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.