IRA Inheritance Trust :: IRA Trust :: IRA Stretch Trust :: Beneficiary Trust

Product Brochure

We are currently in the process of updating our website to include a full list of our products and prices. In the meantime, we encourage you to view our Product Brochure online.

Click HERE to view our Product Brochure.

Order Form

If you are interested in purchasing any of the items found in the Product Brochure, please complete an Order Form and fax to 1.310.464.3514.

Click HERE for an Order Form.

_______________________

Questions & Assistance

If you have any questions, please call us at 1.866.754.6477 or e-mail us.

Sales Terms & Conditions

The Ultimate Estate Planner, Inc. reserves the right to refuse products and services to anyone. All marketing products (including seminar packages) and some of our legal document forms are currently not available for purchase by attorneys and/or financial advisors located and servicing the Los Angeles and Orange Counties of California. All products are the copyrighted material of The Ultimate Estate Planner, Inc. They are only available for the attorney or financial professional’s individual use within the scope of his or her ordinary course of business, with respect to servicing clients of an estate or financial advising practice. The distribution and/or re-sale of our products are strictly prohibited. Any violators may have his or her license to utilize our products revoked and may be liable for any damages due to copyright infringement.

Return Policy

All of our products come in an electronic format on CD and is not returnable once the protective seal on the product has been broken. If there is a problem with the product, please call us at 1.866.754.6477 and we will rectify any technical difficulties you may be experiencing. If a product is returned and has not been opened, a full refund (not including shipping and handling) will be issued.

This portion of the website is intended for professional advisors only, such as attorneys, financial advisors and CPAs. This portion is not intended for the general public. No portion of this site may be reproduced or used in any manner other than for the sole review of the site reader without the express written consent of The Ultimate Estate Planner, Inc.