Member Benefit

The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc.

Founded in 2004 by nationally renowned estate planning attorney Philip J. Kavesh, J.D., LL.M. (Taxation), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, The Ultimate Estate Planner, Inc. began as a way to train fellow estate planning attorneys and financial advisors. Since then, it has grown into a leading resource hub for estate planning professionals of all kinds—including attorneys, CPAs, financial advisors, and life insurance agents.

Our mission is simple: to provide practical, tested, and proven tools that can be quickly implemented into estate planning practices at any level of experience or expertise.

What We Offer

The Ultimate Estate Planner, Inc. delivers a wide range of resources designed to help estate planning professionals succeed, including:

  • Educational Programs – On-demand programs that cover an array of legal and technical topics (as well as practice management and marketing) from some of the nation’s leading experts—including Bob Keebler, Steve Oshins, Marty Shenkman, and much more!
  • Breakthrough Legal Document Forms – Some unique forms developed and refined through real-world use, tested and proven in one of the most successful practices in Southern California (and implemented by hundreds of estate planners all over the country!).
  • Seminar Marketing Packages – Tested and proven seminar marketing system to attract (and help engage) new estate planning clients.
  • Free Resources – Publications, podcasts, charts, and reports available at no cost.
  • Coaching & Consulting – Personalized one-on-one guidance to help professionals grow their practices and actually see results!
  • 2-Day In-Person Event – An “MBA Crash Course” just for estate planning attorneys, designed to help bridge the gap in what law school doesn’t teach you when it comes to running a successful practice!

And much more!

Special Offer for NAEPC Members

As part of our ongoing partnership, NAEPC members receive an exclusive 15% discount on all products and services. To take advantage of this offer, simply log in to the Members Only section of this website.

Please login as a member for special pricing and ordering links.