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. This secure "cloud" storage acts as an E-Vault for storing trusts, ancillary documents, and advance medical directives.

- E-Sign and Electronic Funding: The platform features E-Sign Dynamics, enabling clients to sign all of their documents online. It also includes an Electronic Funding Kit that allows users to assign assets to a trust without having to go through a complicated retitling process.

- Flexibility and Unlimited Updates: Recognizing that estate planning is an ongoing process, the platform puts control in the hands of the end-user by allowing them to make unlimited document changes for free, at any time, from the privacy of their own home.

- Emergency Access: The platform can grant emergency document access to physicians for health care directives and to trustees for trust documents.

Simplifications for Financial Advisors

- Outsourced Estate Planning Team (OEPT): ePIC provides a turnkey system for advisors, functioning as a full-stack support service. The OEPT handles all the heavy lifting behind the scenes—including client onboarding, legal document drafting, and trust funding—so the advisor can focus purely on the client relationship.

- Advisor Tools: Advisors are equipped with a secure portal, an interactive "Stress Test" tool to help clients identify their needs, and personalized payment links.

- Attorney-Led Execution: The platform connects clients with an in-house legal team that drafts the trusts and conducts jurisdictional shopping (such as leveraging Nevada-based law for maximum protection). This ensures plans are properly executed and prevents advisors from worrying about the unauthorized practice of law.

Financial advisors can use ePIC to grow their client base by leveraging estate planning as a marketing engine and a strategic entry point for client acquisition. Rather than just offering standard financial products, advisors can use ePIC's turnkey system to create a repeatable process that turns new prospects into lifelong advocates.

Here are the primary ways advisors use the platform to drive growth:

- Utilizing the Built-In Marketing Engine: ePIC provides advisors with comprehensive marketing tools, including branded marketing kits, turnkey workshops, social media content, and a marketing-focused CRM. This infrastructure allows advisors to host highly attended workshops and build multi-million dollar pipelines, effectively attracting new "strangers" to their practice.

- Leveraging Estate Planning as a Discovery Tool: Estate planning conversations uncover critical client information that standard product discussions often miss, such as family dynamics, beneficiary intentions, tax exposure, fears, and risk gaps. Advisors can use ePIC's interactive "Stress Test" to help prospects identify these needs, transitioning that interest into deep trust.

- Retaining Clients and Preventing Defection: Offering estate planning is increasingly necessary for client retention. Recent data shows that 70% of clients want their financial advisor to offer estate planning services, and 40% say they would actively switch advisors to get it. By offering ePIC's services, advisors can secure their current client base and better position themselves for the impending $84 trillion wealth transfer to younger generations.

- Outsourcing the Heavy Lifting to Focus on Relationships: With ePIC’s Outsourced Estate Planning Team (OEPT), advisors stay at the center of the client relationship without getting bogged down in legal paperwork, onboarding, or the unauthorized practice of law. Once an advisor shares their personalized payment link, the OEPT handles the rest—ensuring the plans are drafted by an in-house legal team and fully funded.

- Generating Organic Referrals: By providing a white-glove, concierge-level experience where clients receive a fully funded estate plan, advisors turn satisfied clients into vocal "advocates". According to ePIC's business model, these advocates then naturally create new referrals, driving a continuous and organic growth cycle for the advisor.

ePIC's branded marketing kits are designed to help advisors put estate planning at the center of their client acquisition strategy. The marketing packages include turnkey workshops, social media content, and a marketing-focused CRM. By providing these resources, ePIC ensures that advisors have the necessary tools to actively attract new clients, going beyond just providing software.

Turnkey workshops serve as a core component of ePIC's built-in marketing engine, helping advisors systematically acquire new clients by placing estate planning at the center of their acquisition strategy.

Here is how these workshops drive client acquisition:

- Attracting "Strangers" and Building Authority: Workshops are designed to attract the attention of new prospects and establish the advisor as an authority figure. Advisors utilizing these turnkey events are able to host packed workshops, which can help them build multi-million dollar pipelines in a matter of weeks.

- Providing Meaningful Education: Advisors use these workshops to educate, enlighten, and empower attendees on the financial planning process and help them make better financial decisions.

- Unlocking Deeper Conversations: During the workshops, estate planning acts as a strategic entry point that unlocks every other financial conversation. This process effectively converts the attendees' initial interest into deep trust, transitioning them from "strangers" into secured clients.

Ultimately, these turnkey workshops replace marketing guesswork with a proven, repeatable path that turns prospects into clients, and eventually into advocates who generate natural referrals for the advisor.

Nevada is considered one of the most preferred jurisdictions for estate planning because its laws offer maximized asset protection, significant tax advantages, and high flexibility for trust management. Notably, you do not need to be a Nevada resident to utilize these benefits, as state courts will generally uphold a grantor's chosen jurisdiction for their trust.

The specific advantages that make Nevada a premier situs for estate planning include:

- No State Income Tax: Nevada does not tax the income earned or the capital gains realized within a Nevada trust.

- Dynasty or Perpetual Trusts: Nevada allows trusts to last for up to 365 years. This longevity enables families to transfer wealth across multiple generations while avoiding unnecessary estate, gift, and generation-skipping transfer taxes.

- Nevada Asset Protection Trusts (NAPT): Also known as a Self-Settled Spendthrift Trust, this irrevocable trust is highly effective at protecting assets from creditors during your lifetime. It allows the grantor to be a permitted beneficiary, which can protect the entire value of the trust from civil claims in as few as two years after the assets are transferred.

- Recognition of Independent Advisors: Nevada's "directed trust" laws allow a grantor to appoint their chosen financial advisor to direct the trust's investment decisions, even after the grantor's death.

- Empowered Trust Protectors: The state recognizes trust protectors and grants them the authority to make critical decisions, including the ability to remove a trustee without cause.

- Favorable Decanting Statutes: Nevada allows you to easily "decant"—or pour over—assets from an outdated trust into a new trust with more favorable terms, allowing your estate plan to adapt to changes in trust laws.

- User-Friendly Investment Standards: Standardized trust investment laws ensure that trusts are administered and invested consistently.

ESIGN Validation: Nevada legally recognizes the use of electronic signatures, ensuring that electronically signed and authenticated estate planning documents are fully valid.