Empowering Advisors &
Protecting Families with
Comprehensive Estate Planning
ePIC Services Company equips advisors with a turnkey system: estate plans, marketing, and attorney-led execution, so families everywhere gain affordable, trusted protection. Advisors grow, clients feel secure, and everyone wins.
With our innovative process, families in need of estate planning services can access affordable solutions – from anywhere!
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Advisors Nationwide
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Assets Discovered
0
Conversion Rate
Advisors Aren’t
Failing.
The System Is.
Most advisors are doing everything they were told to do.
They sell good products. They care about their clients. They work harder every year.
Yet growth feels harder. Marketing feels scattered. Estate planning feels risky or out of reach.
The problem is fragmentation.
Marketing lives in one place
Estate planning lives somewhere else
Attorneys are external
Training is inconsistent
Compliance creates fear
One Company + One System
Zero Guesswork.
ePIC replaces piecemealed vendors with a fully integrated ecosystem designed to work together.
Marketing. Estate planning tools & team. Training. You get it all!!!
Stranger
Marketing
Attract qualified prospects systematically
Conversion
Infrastructure
Turn interest into booked appointments
Comprehensive
Estate Planning
Deep discovery that builds trust
Attorney-Led
Execution
Full legal protection, zero risk
Training &
Support
Ongoing guidance and resources
From Strangers to Referrals.
By Design.
Most advisors focus on closing clients. The
most successful advisors build automated
journeys.
Strangers
Marketing attracts attention and authority
Clients
Estate planning converts interest into trust
Advocates
Funded plans turn clients into advocates
Referrals
Advocates create referrals naturally
The Most Powerful
Discovery Tool
You’ll Ever Use
Estate planning uncovers what no product conversation ever will. It reveals the heart of the client's legacy.
How It Works
The Most Comprehensive
Estate Portfolio Available
Your clients receive a fully customizable estate plan that grows with their needs,
handled by our expert legal team.
The Old Way Can’t Keep Up With the Clients You’re Trying to Serve.
That system was never built to scale or to retain assets through the greatest wealth transfer in history.
Estate Planning
Naturally Leads to
Writing More Business
"Not through pressure. Through clarity."
When clients go through comprehensive estate planning, something powerful happens. They see their full financial picture for the first time.
Estate planning doesn't just organize documents. It reveals gaps, exposes risk, and clarifies intent. That clarity naturally opens the door to meaningful planning conversations.
Natural Opportunities
No Unauthorized Practice of
Law
Ever.
You remain compliant, confident, and protected.
legal advice
ePIC's infrastructure
attorney-led
You focus on the relationship.
We handle the legal execution.
Built for Scale.
Designed for
Clarity.
ePIC University shows you exactly how to win with this system. No guesswork, no overwhelm.
Timeline to Success
Days to launch
Your site and marketing kit ready
Days to first event
Standing in front of qualified prospects
Triple-digit registrations.
"Because marketing is intentional, not accidental."
Choose Your
Growth Speed
OEPT
DIRECT EXPERTISE ACCESS
The Outsourced Estate Planning Team is perfect for advisors who want to offer comprehensive estate planning to their existing clients without the complexity
- Estate planning essentials
- Client portal access
- Basic advisor support
TURNKEY CLIENT ACQUISITION SYSTEM
Complete system with your first live seminar
Perfect for advisors who are ready to generate leads now and position themselves as the go-to expert in their community
- Everything in MVP
- First live seminar included
- 1-on-1 expert coaching
- Concierge white-glove support
- Priority University training
MVP MARKETING + WEBSITE
Marketing foundation for growth
Perfect for advisors who want to nurture prospects and start leveraging estate planning to stand out, without having to build a system from scratch
- Professional custom website
- Full marketing asset kit
- Email automation series
- Everything in OEPT
From Signup to First Event
in Weeks.
No guesswork. No overwhelm. Just a clear path to your first win.
Traditional platforms focus on documents.
ePIC focuses on outcomes.
Most solutions stop at the will. ePIC starts there.
Marketing + Planning Integration
Advisors using ePIC have generated 30+ new client leads from a single estate-planning seminar. Most platforms offer no marketing support.
Speed to First Win
With ePIC's fully-supported process, advisors start delivering results in days, not months. Your first client win comes much faster.
300+ Advisors Nationwide
Trust ePIC
Helping advisors attract, convert, and retain families across generations.
Advisor Testimonial
David and Tim Robertson
The Financial Center
What Our Advisors Say
Carter, I am now seeing all the finished work your people have done to our website and marketing material. I wanted to say to you ”JOB WELL DONE”. In my 42 years in this business this is one of the most impressive programs I have ever seen. Our team is having discussions of how to handle the volume we know this program will generate. Again, thank you for letting us be part of it.
Dear ePIC Team, I just completed the witnessing and notarization with John and Martie in my office at 3:30 pm CST today. They are happily on their way to Spain tomorrow for about 30 days. They were both over the top with tremendous enthusiasm speaking about how amazing the Outsourced Estate Planning Team was during their zoom meeting yesterday. On a scale of 1-10, they ranked both of you at about 1,000! They have some family members they are referring to us as soon as they return. I very much appreciate all of your hard work and efforts to create their trust in record time.
Carter has shown a sincere interest in my success personally and professionally, and he has been committed to utilizing both technology and sophisticated high-level strategies that can help me to have meaningful conversations with virtually any demographic of client - that means I can scale and position myself more easily with higher net worth clients. Utilizing this approach helps me to position myself as a true advisor with unique skill sets, rather than just a seller of products and services which eventually commoditizes the process and ultimately results in fee compression.
Q: What made you decide to move forward with ePIC? A: My company was no longer getting the marketing results we needed with our usual Retirement Topic Workshops like SS, Tax and Income Planning . We were looking to find something that would stand out as a critical need for our clients and prospects and we found it with Epic Services and the eState plan. We also have a bridge now to the next generation when the wealth transfer takes place because of the plan we have helped put in place. Q: What has stood out to you about the experience so far? A: The results have been beyond our expectations. I was impressed with how well thought out the process is with Epic and the team there was professional and diligent in the onboarding process. I feel like I have a whole new level of marketing support. And they over delivered every step of the process Q: Any results, wins, or shifts you’ve seen in your business or client conversations? A: We’ve seen amazing results our first workshop had over 200 new signups. The process of including Estate Planning as part of a Top Down approach to Financial Planning has reinforced our role as Fiduciaries and changed the conversation from the usual SS, tax, and risk mitigation topics to something that they have not addressed yet. It’s a conversation game changer and something they want done. Q: Why should advisors adopt a turnkey solution like ePIC has to offer, vs. going with a do-it-yourself estate planning tool? A: In addition to leveraging the best technology, the human element is a major part of the process in the e-state plan, Epic keeps the advisor in contact with the client without getting caught up in the minutia of the estate planning process. So you are actually monetizing the leads you are getting at every workshop with no heavy lifting before they become a financial client. That means you are getting paid to generate your own leads. We’ve looked at many other systems and none can compare to the results we are getting with the e-state plan. We know our clients are getting the best plan available and a White Glove treatment from beginning to end. That reflects on our practice and gives the client confidence to address their other concerns with us.
Client Testimonial
Client of ePIC Advisor and eState Plan Portfolio
Frequently Asked Questions
How does ePIC's digital platform simplify the estate planning process?
ePIC's digital platform, primarily centered around its eStatePlan™ technology, simplifies the estate planning process by providing a centralized, virtual, and highly accessible system for both clients and financial advisors.
Simplifications for Clients
- Speed and Convenience: The platform utilizes a "90 in 90 FORMula," allowing clients to complete 90% of their estate plan in 90 minutes or less.
- Client Console and E-Vault: Clients receive a password-protected cloud account that provides 24/7 online access to all of their documents.
- E-Sign and Electronic Funding: Clients can sign documents online and assign assets to a trust without a complicated retitling process.
- Flexibility and Unlimited Updates: Clients can make unlimited document changes for free, at any time, from home.
- Emergency Access: The platform can grant emergency access to physicians and trustees when needed.
Simplifications for Financial Advisors
- Outsourced Estate Planning Team: ePIC handles client onboarding, legal document drafting, and trust funding so advisors can focus on relationships.
- Advisor Tools: Advisors receive a secure portal, interactive Stress Test tool, and personalized payment links.
- Attorney-Led Execution: Clients are connected with an in-house legal team, helping advisors avoid unauthorized practice of law concerns.
How can financial advisors use ePIC to grow their client base?
Financial advisors can use ePIC to grow by leveraging estate planning as a marketing engine and a strategic entry point for client acquisition.
- Built-In Marketing Engine: ePIC provides branded marketing kits, turnkey workshops, social media content, and a marketing-focused CRM.
- Estate Planning as Discovery: Advisors uncover family dynamics, beneficiary intentions, tax exposure, fears, and risk gaps.
- Client Retention: Offering estate planning helps advisors protect existing relationships and prepare for the wealth transfer.
- Outsourced Heavy Lifting: ePIC’s OEPT keeps advisors at the center while legal paperwork, onboarding, and funding are handled behind the scenes.
- Organic Referrals: White-glove service helps turn satisfied clients into advocates who naturally create referrals.
What is included in ePIC's branded marketing kits?
ePIC's branded marketing kits help advisors put estate planning at the center of their client acquisition strategy. Packages include turnkey workshops, social media content, and a marketing-focused CRM.
How do turnkey estate planning workshops help advisors acquire new clients?
Turnkey workshops help advisors systematically acquire new clients by placing estate planning at the center of their acquisition strategy.
- Authority Building: Workshops attract new prospects and position the advisor as a trusted authority.
- Meaningful Education: Advisors educate, enlighten, and empower attendees to make better financial decisions.
- Deeper Conversations: Estate planning unlocks broader financial conversations and converts interest into trust.
These workshops replace marketing guesswork with a proven, repeatable path from prospect to client to advocate.
What makes Nevada the preferred jurisdiction for estate planning?
Nevada is considered a preferred jurisdiction because its laws offer asset protection, tax advantages, and flexibility for trust management.
- No State Income Tax: Nevada does not tax income earned or capital gains realized within a Nevada trust.
- Dynasty Trusts: Nevada allows trusts to last up to 365 years.
- Nevada Asset Protection Trusts: These can protect assets from creditors during the grantor’s lifetime.
- Directed Trust Laws: A grantor can appoint a financial advisor to direct investment decisions.
- Trust Protectors: Nevada allows trust protectors to make critical decisions, including removing trustees.
- Decanting Statutes: Outdated trusts can be moved into newer trusts with more favorable terms.
- ESIGN Validation: Nevada legally recognizes electronic signatures for authenticated estate planning documents.
Our Partners
Stop Piecing It Together.
Start Running a System.
Product is not the unmet need in this industry.
Advisors who adopt systems will win the next decade.
Those who don't will continue working harder for less.
ePIC Services Company, Inc. is not a law firm and does not provide legal advice. The eStatePlan™ system is an online service provided by a third-party company’s estate planning platform, including legal forms and information. This website’s “attorneys” refer to network attorneys associated with the eStatePlan™ services.
We’re proud to serve those from all walks of life with our convenient family succession planning services. For too long, real people with real lives have been deprived of this opportunity. Our revolutionary approach allows you to take hold, access, and control your trust services online. Build your future today with ePIC Services Company.
Contact Details
Contact ePIC Services Company to learn more about our Estate Planning Services.
855-777-3742 (ePIC)
940 Southwood Blvd., Ste 201
Incline Village, NV 89451 – 7401
Copyright 2026. ePIC Services Company. All rights reserved.