Estate Planning Solutions
for Financial Advisors
Offer complete, attorney-backed estate planning to every client without building a legal team. ePIC gives you the team, the eStatePlan™ platform, the marketing and the training, so estate planning becomes how you win and keep clients.
Built for the Professionals
Families Already Trust
Independent advisors and RIAs
Add estate planning to your practice so you can serve the whole family, deepen relationships and stand out from advisors who only talk about products.
Insurance agents
Use estate planning to open better conversations. The process naturally uncovers needs for life insurance, annuities, long-term care and asset protection.
IMOs, BGAs and FMOs
Give your advisors a ready-made estate planning growth system. See enterprise programs.
From Signup to Your
First Client Win
A clear path with a concierge, training and a done-for-you team at every step.
Sign up and meet your concierge
Choose a package and get a dedicated advisor partner concierge.
Build your brand
Share your details and we build your website and marketing kit.
Get trained
Complete ePIC University and a 1-on-1 training call.
Launch in 30–45 days
Your site goes live and your campaigns start reaching prospects.
Host your first event
Stand in front of qualified prospects, typically within 60 days.
Deliver complete plans
Clients meet the attorney-led team, sign, fund their trust and keep their plan up to date.
You Lead the Relationship.
We Handle the Work.
What ePIC handles
- Attorney-led client consultations and legal review
- Drafting the estate plan documents with network attorneys
- Asset assignment and trust funding support
- Tax mitigation assessment and medical directive documents
- Your branded website, marketing kit and email campaigns
- Training through ePIC University and 1-on-1 coaching
What you handle
- Start the conversation with clients and prospects
- Uncover family priorities and planning gaps
- Introduce clients to the eStatePlan™ process
- Stay at the center of the relationship
- Follow up on the planning opportunities the process reveals
No Unauthorized
Practice of Law. Ever.
You stay compliant, confident and protected while your clients get real legal protection.
You guide the conversation. Legal questions go to the attorney-led team.
Network attorneys are part of ePIC's infrastructure and lead every client consultation.
Clients get trust funding support, secure online access and unlimited updates at no additional charge.
ePIC Services Company, Inc. is not a law firm and does not provide legal advice. “Attorneys” refers to network attorneys associated with the eStatePlan™ services.
Choose Your
Growth Speed
OEPT
Outsourced Estate Planning Team for the clients you already serve.
Get StartedTurnkey Client Acquisition System
Everything in MVP plus your first live seminar, 1-on-1 coaching and concierge support.
Get StartedMVP Marketing + Website
A personally branded website, marketing kit and email automation, plus everything in OEPT.
Get StartedWhat Advisors
Are Seeing
new client leads generated by advisors from a single ePIC estate planning seminar.
“In my 42 years in this business this is one of the most impressive programs I have ever seen.”
Terry, Heather & BradleyZebulon Tax & Wealth Advisory, LLC
“They were both over the top with tremendous enthusiasm speaking about how amazing the Outsourced Estate Planning Team was.”
J. Dixon CummingsPresident & Founder, JD Cummings Partners
Working Collaboratively
With Advisors
Questions Advisors
Ask Us
Can a financial advisor offer estate planning?
Yes, when the legal work is handled by attorneys. With ePIC, you guide the conversation and keep the client relationship, while client consultations are attorney-led and network attorneys handle the legal side. You never give legal advice.
Is this the unauthorized practice of law?
No. Advisors never give legal advice. Attorneys are part of ePIC's infrastructure and lead the client consultations, so you stay compliant while you focus on the relationship. ePIC Services Company, Inc. is not a law firm.
Who prepares the estate planning documents?
ePIC's Outsourced Estate Planning Team works with network attorneys on each plan. The team handles the client consultation, legal review, asset assignment to the trust, a tax mitigation assessment and medical directive documents.
How long does it take to get started?
Most advisors launch their branded site and marketing kit in 30 to 45 days and hold their first estate planning event within about 60 days, after completing ePIC University and a 1-on-1 training call.
How much does ePIC cost?
Advisor packages start at a $497 one-time setup fee plus $77 per month for OEPT. MVP Marketing + Website is $1,997 plus $97 per month, and the Turnkey Client Acquisition System is $7,497 plus $147 per month.
What do my clients get?
Each client receives a customizable estate plan through the eStatePlan™ platform, with attorney-led consultations, trust funding support, secure online access and unlimited updates at no additional charge.
Do I keep the client relationship?
Yes. You stay at the center of the relationship and get real-time status updates for every client, while ePIC handles the documents and the legal execution behind you.
Does ePIC work with IMOs, BGAs and FMOs?
Yes. ePIC's enterprise program helps insurance marketing organizations, brokerage general agencies and field marketing organizations recruit, onboard and activate advisors with the same estate planning system.
Ready to Add Estate Planning
to Your Practice?
Talk with our team about your goals and the package that fits your practice.
ePIC Services Company, Inc. is not a law firm and does not provide legal advice. Results vary by advisor and market.