Real Results from Advisors
Using ePIC Estate Planning

More than 300 financial advisors nationwide work with ePIC Services Company. They include independent financial advisors, insurance professionals and wealth management firms that want to make estate planning part of how they attract and keep clients.

Some of our most successful advisors have been with ePIC for years and keep using our turnkey estate planning workshops and marketing system to attract new households and deepen existing relationships.

With nearly a decade of experience developing and refining our advisor-focused estate planning process, we give financial professionals the marketing, technology, training and hands-on support to bring estate planning into their practice.

At one advisor's first ePIC estate planning seminars, 261 people registered and 201 attended (77%). 21 attendees booked appointments, and 40 more asked to be called to schedule one.

Our workshops are designed to help advisors attract qualified prospects, build trust through education and turn meaningful conversations into new client relationships. The opportunity doesn't end when the seminar does: advisors receive proven presentation materials, training and follow-up marketing campaigns that keep them connected with attendees long after the event.

One ePIC advisor told our CEO, Carter Wilcoxson, about a household that attended a workshop in February and purchased an estate plan in October. Prospects are often interested in estate planning long before they're ready to act, which is why we put so much emphasis on follow-up.

Individual workshop results vary based on factors such as audience, market, advisor engagement and follow-up.

As of October 2026, each of ePIC's three leading advisors has onboarded more than 50 new households this year, and ePIC's overall estate planning activity has reached hundreds of plans in 2026.

These results show how estate planning can become an ongoing source of new household relationships when advisors have a repeatable marketing and client onboarding process. With ePIC's eState Plan Portfolio and Outsourced Estate Planning Team, advisors can offer estate planning to new and existing clients while our team helps manage the process.

The household figures reflect results from three individual advisors, while the estate plan volume reflects overall ePIC Services Company activity. Results vary by advisor.

Estate planning gives advisors a complete view of a client's financial life. In 2026, one of ePIC's leading advisors generated more than $120,000 in net new revenue, according to results shared with our team.

During the estate planning process, conversations naturally come up around retirement accounts, beneficiary designations, life insurance, real estate, trust funding and assets that may not have been reviewed in years. These insights help advisors identify additional planning needs and recommend appropriate solutions based on the household's goals.

Because advisors understand the whole household, help families protect their legacy and stay involved in financial decisions across generations, estate planning becomes a strong foundation for long-term client relationships.