eStatePlan™

Full access to the client portal is granted to all patrons through eStatePlan™ with a lifetime FREE membership included with the purchase. This means you can make unlimited changes to your estate plan to address changing family planning objectives. You’ll also be able to share portal access with family members, legal counsel, tax advisors, and more.

The eStatePlan™ cloud-based digital funding process has revolutionized how living trusts can be funded through the speed, efficiency, and convenience of electronically implemented asset-transfer ledgers that entirely avoid the otherwise accepted-as-necessary and most commonly used front-end retitlement process.

With eStatePlan™, a corporate trustee’s time-consuming and oftentimes difficult process of gathering and retrieving client information relative to the client’s estate plan is a thing of the past. All such information will be stored in the eStatePlan™ cloud and available for easy access to be granted to the corporate trustee through the portal.

The eStatePlan™ platform supports and facilitates interconnectivity between all the parties, which are: (i) the client/trustmaker; (ii) the ePIC Back Office; (iii) the client’s investment advisor of record; (iv) the client’s insurance agent of record; (v) the client’s attorney of record; and (vi) the client’s appointed successor (corporate) trustee.