Estate planning foundation
O.E.P.T.
Offer estate planning to the clients you already serve with a dedicated team behind you.
HIGHLIGHTS
- Outsourced Estate Planning Team
- Secure advisor portal and stress test
- Client payment link and ePIC University
ePIC ADVISOR SOLUTIONS
Choose your path to growth
Compare the tools, campaigns, and support available at each level, from an estate planning foundation to a complete client acquisition system.
Marketing toolkit
MVP
Start educating prospects and staying in touch with ready-to-share content.
HIGHLIGHTS
- 150+ educational videos
- Branded webinar and micro-website
- Relationship nurture email campaigns
Brand + long-term nurture
Client Engagement Kit
Build a stronger presence and keep planning conversations going over time.
HIGHLIGHTS
- Custom website and logo
- AI avatar setup
- Long-term prospect nurture
Complete growth system
Premium Client Acquisition Kit
Bring your brand, follow-up, and first live event together.
HIGHLIGHTS
- Custom brand and marketing assets
- First live estate planning event
- Event registration and follow-up
THE DETAILS
Compare deliverables
Hover over or tap any feature name to see how it supports your practice.
| WHAT YOU RECEIVE | O.E.P.T. | MVP | CLIENT ENGAGEMENT KIT | PREMIUM CLIENT ACQUISITION KIT | EVENT ADD-ON |
|---|---|---|---|---|---|
| ESTATE PLANNING: SERVE CLIENTS WITH A FULL TEAM | |||||
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| BRANDED CONTENT: SHOW CLIENTS WHAT YOU DO | |||||
| - | ✓ | ✓ | ✓ | - | |
| - | ✓ | ✓ | ✓ | - | |
| - | ✓ | ✓ | ✓ | ✓ | |
| - | ✓ | - | - | - | |
| - | - | ✓ | ✓ | - | |
| - | - | ✓ | ✓ | - | |
| - | - | ✓ | ✓ | - | |
| - | - | - | ✓ | ✓ | |
| CAMPAIGNS: MAKE FOLLOW-UP EASIER | |||||
| ✓ | ✓ | ✓ | ✓ | - | |
| ✓ | ✓ | ✓ | ✓ | - | |
| - | - | ✓ | ✓ | - | |
| - | - | ✓ | ✓ | With CEK/PCAK | |
| - | With Paid Event | With Paid Event | ✓ | ✓ | |
| LIVE EVENTS: TURN INTEREST INTO CONVERSATIONS | |||||
| - | - | - | ✓ | - | |
| - | $3,500 Each | $3,500 Each | $3,500 Each | - | |
| - | With Paid Event | With Paid Event | ✓ | ✓ | |
| - | With Paid Event | With Paid Event | ✓ | ✓ | |
✓ Included- Not includedWith paid event Conditional
Payment Options
Select a plan to continue to its secure payment page.
Premium Client Acquisition Kit
Client Engagement Kit
O.E.P.T.
Event Add-On
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)
410 S. Rampart Building 17, Suite 390 Las Vegas, NV 89145 USA
Copyright 2026. ePIC Services Company. All rights reserved.