What The Ultimate Estate Planner does

The Ultimate Estate Planner, Inc. is a privately-held, founder-owned educational products and services company founded in 2004 by attorney Philip J. Kavesh and headquartered in Redondo Beach, California. The company serves estate planning professionals — primarily estate planning attorneys, with secondary reach into CPAs/enrolled agents (via partner Robert Keebler's content) and financial advisors/life insurance agents — by providing proprietary legal document form licensing, a flagship live event (The Ultimate Level, a two-day MBA-style crash course), personalized coaching, a catalog of 81+ instant-download educational programs, and turnkey seminar marketing systems.

Its core technology is a WordPress/WooCommerce e-commerce storefront hosting 324+ digital and live products, complemented by content delivery via podcast, YouTube, Mailchimp newsletter, and a blog with 344 posts. The proprietary product portfolio centers on registered trust forms (IRA Inheritance Trust®, Personal Asset Trust®, plus newer JEST and OBIT vehicles) plus reusable seminar marketing packages (Living Trust Seminar Marketing Package, Starter Kit, Client 3-Year Review Marketing Package) that attorneys license and deploy.

Revenue mechanics are primarily transactional: one-time legal document licensing fees ($3,995-$5,495), one-time digital content purchases ($35-$795), event registrations ($2,495 per attorney plus $495 per additional staff), à la carte coaching engagements entered via a free 30-minute strategy session, and a single recurring subscription line (Robert Keebler Monthly Bulletin at $99/month with a 12-month minimum). No outside capital has been raised, and the company has been continuously founder-owned and operated for over 20 years.

Name

The Ultimate Estate Planner

Legal name

The Ultimate Estate Planner, Inc.

Website

https://ultimateestateplanner.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

The Ultimate Estate Planner is a privately-held, founder-owned company that sells proprietary legal document forms, coaching, and educational events to estate planning attorneys, CPAs, and financial advisors across the United States.

Ownership category

akta.pro rank

Product category

Estate Planning Professional Education and Practice Management

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning education
• Legal document licensing
• Practice management training
• Seminar marketing systems
• Professional coaching services

Headquarters

HQ city

Redondo Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. One-Time Licensing of Legal Document Forms: The company licenses proprietary legal document forms (IRA Inheritance Trust®, Personal Asset Trust™, Successor Trustee Manual, Joint Exempt Step-Up Trust, Optimal Basis Increase Trust, Pet Trust) to attorneys on a one-time fee basis. No annual licensing fees or membership contracts. This is a core revenue stream.
2. Subscription / Recurring Publications: The Robert Keebler Tax & Estate Planning Monthly Bulletin is sold as a subscription at $99/month with a 12-month minimum commitment. Also offers monthly payment plans on bundled programs. These generate recurring subscription revenue.
3. Instant Download Programs (Digital Education): The company sells 81+ individual instant-download programs (audio/video recordings with PDF handouts) priced from $99 to $795, covering estate planning topics, practice management, and marketing. This is a high-volume, one-time-purchase digital product line.
4. Live Event Revenue (The Ultimate Level): The 2-day in-person The Ultimate Level event is sold at $2,495 per attorney registration plus $495 per additional staff member. This is a premium-priced, high-value event revenue stream.
5. Coaching & Consulting Services: Personalized training, consulting, and coaching services for estate planning attorneys, available via free strategy session followed by paid coaching engagements. Also includes seminar marketing consultation and in-person office visits.
6. Media & Publications (Books, E-Books, White Papers): Sells e-books (including Robert Keebler's Top 40 Tax Planning Opportunities series), white papers at $35 each, charts bundles ($495), and employee handbooks ($1,495).
7. Marketing Tools & Training Products: Seminar marketing packages (Living Trust Seminar Marketing Package at $4,995, Starter Kit at $4,995), Client 3-Year Review Marketing Package ($2,499), A to Z Guide to Seminar Marketing ($1,995), and related marketing training products.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

The Ultimate Estate Planner is an education, training, and practice-building platform for estate planning professionals. It licenses proprietary legal document forms (IRA Inheritance Trust®, Personal Asset Trust™, JEST, OBIT, Pet Trust, Successor Trustee Manual) to attorneys, sells live training events (The Ultimate Level 2-day course), on-demand instant download programs, subscription tax/estate bulletins, and turnkey seminar marketing systems, and provides coaching/consulting services. Customers are U.S. estate planning attorneys, CPAs, financial advisors, and life insurance agents who purchase training and tools to grow profitable practices.

Product overview

The Ultimate Estate Planner is a platform offering a comprehensive suite of products and services for estate planning professionals including attorneys, CPAs, financial advisors, and life insurance agents. The portfolio includes licensed legal document forms (IRA Inheritance Trust®, Personal Asset Trust®, JEST, OBIT, Pet Trust, Successor Trustee Manual), coaching and consulting services, live events (The Ultimate Level 2-day program), educational instant download programs, subscription publications (Robert Keebler Monthly Bulletin), marketing tools and training packages (Seminar Marketing Starter Kit, Living Trust Seminar Package), e-books, and white papers. The company operates on a one-time licensing model with no annual fees, serving hundreds of professionals nationwide since 2004.

Differentiator

Problem solved

Functional benefit

Brands

• The Ultimate Level: A two-day in-person MBA-style crash course event for estate planning attorneys covering practice management, marketing, revenue optimization, and digital marketing strategies.

Products and services

• IRA Inheritance Trust® Legal Document Form Package IRS-approved standalone IRA Inheritance Trust® legal document form package that allows attorneys to license innovative trust products for their clients, available via one-time licensing fee with no annual renewal.
• Joint Exempt Step-Up Trust ("JEST") Legal Document Form Legal document form for the Joint Exempt Step-Up Trust, designed to help clients maximize basis step-up benefits, licensed to attorneys one-time.
• The Optimal Basis Increase Trust ("OBIT") Legal Form & Clauses Package Legal form and clauses package for the Optimal Basis Increase Trust, designed to help increase cost basis for beneficiaries, licensed to attorneys.
• The Successor Trustee Manual Package Comprehensive manual package for successor trustees covering trust administration procedures and responsibilities, licensed to attorneys at $3,995 one-time.
• Personal Asset Trust® Legal Document Form Package Licensed legal document form for the Personal Asset Trust® created by Philip Kavesh, providing asset protection capabilities and licensed to attorneys nationwide.
• The Ultimate Pet Trust Legal Document Form Package Legal document form package for pet trusts ensuring care of animals after the owner's death, licensed to attorneys one-time.
• Coaching for Estate Planning Attorneys Personalized training, consulting, and coaching services for estate planning attorneys covering operational efficiency, marketing, staffing, and practice growth. Includes business coaching, seminar marketing consultation, and in-person office visits.
• The Ultimate Level (2-Day Event) Two-day MBA-style crash course for estate planning attorneys covering time management, staff training, seminar marketing, revenue optimization, and digital marketing. Priced at $2,495 per attorney registration and $495 per additional staff member, including breakfast/lunch, welcome reception, program binder with 80+ exhibits, and personalized consultation for selected firms.
• Robert Keebler Tax & Estate Planning Monthly Bulletin Monthly subscription bulletin ($99/month with 12-month minimum commitment) delivering curated summaries of key tax, estate, and financial planning updates from Robert Keebler, with breaking news alerts.
• The 2025 Robert Keebler Chart Bundle Bundle of 17 PDF charts covering complex tax and retirement benefit planning strategies, including IRA distributions, Roth conversions, and bracket management, formatted for 11"x17" paper; priced at $495.
• Instant Download Programs On-demand library of 81+ educational programs (audio/video recordings with PDF handouts) covering estate planning, business planning, financial planning, tax planning, marketing, and practice management, ranging from $99 to $795.
• White Papers Professional white papers on estate planning topics including tax strategies, trust planning, and estate administration, priced at $35-99 each.
• E-Books Digital books on estate planning topics including IRA guides, defined value clauses, family business succession, and tax planning, priced from $149 to $495.
• The Ultimate Estate Planning Seminar Marketing Starter Kit Comprehensive seminar marketing bundle ($4,995 or 3 monthly installments of $1,665) including training programs, seminar guides, and turnkey marketing materials; bundles Living Trust Seminar Marketing Package, A to Z Guide, and scripts.
• Living Trust Seminar Marketing Package Turnkey seminar system including PowerPoint presentation, scripts, marketing materials, handouts, and appointment booking tools; priced at $4,995 (not available for purchase by individuals located and practicing in the Los Angeles and Orange County areas of Southern California).
• The A to Z Guide to Seminar Marketing for Estate Planners Manual with over 100 pages of step-by-step procedures, checklists, and forms for planning and executing estate planning seminars; priced at $1,995.
• Successor Trustee Seminar Marketing Package Marketing package for conducting successor trustee seminars to generate trust administration clients; priced at $4,495.
• The Ultimate Client Conversion & Trust Upgrade Bundle Complete training bundle ($2,495 or 3 monthly installments of $830) teaching estate planning professionals how to convert prospects into clients, including initial meeting strategies and scripts.
• Buying or Selling a Practice Master Kit Comprehensive kit for business succession and acquisition planning; priced at $4,995.
• The Ultimate Employee Handbook Comprehensive employee handbook template for estate planning law firms; priced at $1,495.
• Client 3-Year Review Marketing Package Marketing package for conducting periodic client reviews to generate additional engagements; priced at $2,499.
• Instant Download: "Successful Speaker Presentation Techniques" 100-minute training program by Philip Kavesh on effective seminar presentation techniques including content layout, persuasion science, and scripting strategies; priced at $299.
• Instant Download: "The Top 22 Overlooked Uses of Life Insurance" 90-minute presentation by Philip Kavesh on identifying overlooked life insurance planning opportunities for estate planning professionals and financial advisors; priced at $249.

Quantifiable outcome

• Revenue increased from $12,000/month to over $100,000/month; $1 million revenue achieved in second year of practice
• +3 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• WealthCounselcoreStrategic or Co-development PartnerWealthCounsel is a membership organization for estate planning attorneys providing WealthDocx® document production software, online community forums, state-based forums, online education, Annual Symposium, and newsletters. Phil Kavesh is an active member of WealthCounsel and one of the three co-founders of the American Academy of Estate Planning Attorneys. The Ultimate Estate Planner recommends WealthCounsel to its customers as a preferred partner.
• Robert Keebler / Keebler & Associates, LLPcoreGTM or Marketing PartnerRobert ('Bob') Keebler is one of the nation's leading CPAs and tax experts. He provides the company's monthly Tax & Estate Planning Bulletin ($99/month), chart bundles, and speaks on educational teleconferences. Named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the U.S. and Top 40 Tax Advisors during a recession. The company distributes his products and co-brands his content.
• DocuBankminorGTM or Marketing PartnerDocuBank provides electronic document storage and emergency access to advance directives for clients. Founded in 1994, the service includes healthcare directive storage, DocuBank Emergency Card, and a two-tiered password-protected document portal. The Ultimate Estate Planner offers a special discount and 3-Year Renewal Program for its members through DocuBank.
• Foster Web MarketingminorGTM or Marketing PartnerBoutique marketing company specializing in law firm web design, marketing strategies, and personalized coaching. Recommended by The Ultimate Estate Planner to help estate planning attorneys generate consistent leads. Offers free website analysis for UEP customers.
• LEX ReceptionminorGTM or Marketing Partner24/7 legal answering service, receptionist, legal intake, and outbound calling service. Recommended to estate planning attorneys who need staffing support. UEP customers receive $250 OFF their first month with contact: Brianna Quiroga at 1-866-309-0920.
• Legal Marketing Maven (Laura Lee Sparks)minorGTM or Marketing PartnerDirect-response content agency exclusively serving estate planning and elder law attorneys. Creates high-quality marketing materials to capture ideal client attention. Recommended by The Ultimate Estate Planner as an affordable content creation resource.
• ScribieminorGTM or Marketing PartnerAudio and video transcription service used by The Ultimate Estate Planner for turning around accurate transcriptions. Recommended to customers needing transcription services for training materials, procedures manuals, and recorded content. Simple to use and cost-effective.
• Virtual Paralegal ServicesminorImplementation/ SI/ Consulting PartnerAffordable virtual paralegal services recommended by The Ultimate Estate Planner for estate planning drafting (including WealthDocx®, ElderCounsel's forms, Interactive Legal), trust & estate administration, and probate matters. The company facilitates connections between customers and these service providers.

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• WealthCounsel: Membership organization serving estate planning attorneys with WealthDocx document production software, online education, and state-based forums. Direct overlap with The Ultimate Estate Planner in serving the same attorney segment with documents and education; the two organizations are also GTM partners per the source.
• American Academy of Estate Planning Attorneys: Membership and education organization for estate planning attorneys, co-founded by Philip Kavesh himself. Directly comparable membership model with educational programming and professional community serving the same primary customer segment.
• ElderCounsel: Membership organization for elder law and estate planning attorneys offering document drafting software, education, and a practitioner community. Cited in multiple UEP customer testimonials as a peer organization serving the same professional segment with overlapping value proposition.
• Lawyers With Purpose: Network of estate planning and elder law attorneys providing practice resources, documents, and peer collaboration. Referenced in UEP customer testimonials as a complementary membership network serving the same estate planning attorney customer.
• National Association of Estate Planners & Councils (NAEPC): National professional association for estate planners including attorneys, CPAs, financial advisors, and insurance specialists. Offers educational programming and credentials (AEP® designation) serving the same multi-professional customer base UEP targets.

Broad incumbents

• National Business Institute (NBI): Established continuing legal education provider delivering seminars, webinars, and on-demand CLE across many legal practice areas including estate planning. Broader scope and longer operating history than UEP, but overlaps in estate planning attorney education delivery model.
• Continuing Education of the Bar (CEB): California-focused continuing legal education and practice resources provider (now part of Thomson Reuters) serving attorneys with books, online learning, and live programs. Comparable as a CLE/training provider but operates across all legal practice areas, not estate planning specifically.
• American Bar Association (Center for Professional Development): National legal professional association providing CLE, publications, and practice resources to attorneys across all practice areas. Adjacent incumbent in legal professional education with massive scale and breadth versus UEP's estate planning specialization.
• Clio: Leading cloud-based legal practice management platform serving law firms broadly with case management, billing, and client intake. Not a direct education competitor but an incumbent technology provider in the same attorney customer base; potential ecosystem partner or competitive threat depending on direction.

Emerging players

• Trust & Will (online estate planning): Direct-to-consumer online estate planning platform offering will and trust creation software. Operates in the same estate planning domain as UEP but at a different layer (consumer-facing rather than professional-facing), representing a potential disruption to the attorney channel UEP serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@ultimateestateplanner
• Facebookfacebook.com/ultimateestateplanner
• LinkedInlinkedin.com/company/ultimateestateplanner
• Instagraminstagram.com/ultimateestateplanner

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Ultimate Estate Planner