The Ultimate Estate Planner, Inc. Email Format

Professional Training and CoachingCalifornia, United States2-10 Employees

The Ultimate Estate Planner, Inc. is a premier resource for estate planning professionals, helping attorneys, CPAs, financial advisors, and practitioners build thriving, sustainable practices while delivering unparalleled value to their clients. Founded by estate planning attorney and business strategist Philip J. Kavesh, we provide innovative tools, expert guidance, and proven strategies for professional and personal success.

Our Services
We offer products and services tailored to estate planning professionals at every stage of their careers, including:
• Marketing Solutions: Proven strategies to attract and retain clients, enhance service offerings, and maximize profitability.
• Educational Resources: Webinars, workshops, and training programs covering advanced estate planning, tax strategies, and more.
• Practice Management Tools: Resources such as drafting software and templates to streamline workflow and improve efficiency.
• Coaching & Consulting: Personalized guidance to refine business models, enhance marketing efforts, and navigate complex issues.
• Team Training Programs: Workshops to improve communication, efficiency, and client service within your organization.

Why Choose Us?
With 20+ years of experience, we’ve helped thousands of professionals grow their practices. Led by industry pioneer Philip J. Kavesh and Practice Success Coach, Kristina Schneider, you will receive practical guidance on strategies that actually work today—based on Phil's successful law practice (still in business!) and the thousands of other professionals from all over the country that we've trained over the years!

#TransformYourPractice
#TransformYourLife

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