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The Ultimate Estate Planner Logo
The Ultimate Estate Planner CB Rank
1763224
Heat Score
45
The Ultimate Estate Planner is a technical, marketing and practice-building training programs for estate planning.
Founded
obfuscation
Private Redondo Beach, California, United States1-10 www.ultimateestateplanner.com
Overview

The Ultimate Estate Planner
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About The Ultimate Estate Planner

CB Rank
1763224
The Ultimate Estate Planner is a technical, marketing and practice-building training programs for estate planning.
Founded
obfuscation
Private Redondo Beach, California, United States1-10 www.ultimateestateplanner.com

Key People

Details

Legal Name The Ultimate Estate Planner, Inc.
Operating Status Active
Company Type For Profit
Founders  Philip J Kavesh
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

The Ultimate Level
A two-day live event providing training and coaching for estate planning professionals to improve their practice management and marketing skills.
Legal Document Forms and Technical Training
A collection of licensed legal document templates and accompanying technical training for estate planning attorneys to prepare estate plans.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,783
57.37%
 in past month

IT Spend

$158.4KThis year, The Ultimate Estate Planner is projected to spend $158.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Incredibuild Logo
Incredibuild
89
3D Engines Logo
3D Engines
83
Research and Development / Test Logo
Research and Development / Test
76

Active Website Tech Count

45The Ultimate Estate Planner is actively using 45 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is The Ultimate Estate Planner's headquarters? The Ultimate Estate Planner is located in Redondo Beach, California, United States.Who are The Ultimate Estate Planner's competitors? Alternatives and possible competitors to The Ultimate Estate Planner may include WealthCounsel, LLC, Lawyers With Purpose, and  Desert Estate Planning Council.
Who We Are
What We Do
Helpful Links
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