eStatePlan™
The Future of Estate Planning Is Here
WHAT IS THE eStatePlan™
Welcome to the eStatePlan™, the secured cloud-based estate planning tool for the 21st century. When you use the state-of-the-art estate planning and medical preparedness system, you gain peace of mind knowing your affairs are in order no matter what the future brings. You can take comfort in knowing you have set everything in place, keep your documents updated in real-time, and can share them with the people you designate. YOU have just taken control of your estate plan using eStatePlan™, the most convenient, efficient, and cost-effective way to ensure your legacy is executed exactly how you want it to be.
BENEFITS OF THE eStatePlan™
All eStatePlan™ user dynamics and benefits are possible through a password-protected portal. The client portal enables users to implement, manage, store, and make unlimited modifications to their estate plan via a secure, cloud-based environment.
Complete Access Portal for Client Members
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.
Electronic Funding & Digital Implementation
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.
Corporate Trustee / Executor Login Access
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.
Seamless Integration for All Parties
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.
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.