The Ultimate Estate Planner Revenue
Professional Training and Coaching • 
Redondo Beach, California, United States • 1-10 Employees
The Ultimate Estate Planner revenue & valuation
| Annual revenue | $5,381,678 |
| Revenue per employee | $1,077,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Professional Training and Coaching industry and current estimated revenues | $17,300,000 |
| Total funding | No funding |
Key Contact at The Ultimate Estate Planner
Kristina Schneider
Managing Director & Principal Consultant
Company overview
| Headquarters | Redondo Beach, California, United States |
| Phone number | +18667546477 |
| Website | |
| NAICS | 6114 |
| SIC | 811 |
| Keywords | Coaching, Marketing, Training, Sales Tools, Educational Teleconferences, Legal Document Forms, On-Demand Education, Practice-Building Products, Seminar Marketing Packages |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
The Ultimate Estate Planner Email Formats
The Ultimate Estate Planner uses 2 email formats. The most common is {first initial} (e.g., j@ultimateestateplanner.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ultimateestateplanner.com | 60% |
{first name} | john@ultimateestateplanner.com | 40% |
About The Ultimate Estate Planner
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
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Ultimate Estate Planner has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Ultimate Estate Planner has never raised funding before.
The Ultimate Estate Planner Tech Stack
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Frequently asked questions
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