Hear directly from advisors and clients who have experienced the impact of ePIC's estate planning solutions.
The Financial Center
Our advisors are seeing real results, building stronger client relationships, and growing their business with ePIC's estate planning solutions.
Carter, I am now seeing all the finished work your people have done to our website and marketing material. I wanted to say to you “JOB WELL DONE”. In my 42 years in this business this is one of the most impressive programs I have ever seen. Our team is having discussions of how to handle the volume we know this program will generate. Again, thank you for letting us be part of it.
Dear ePIC Team, I just completed the witnessing and notarization with John and Martie in my office at 3:30 pm CST today. They are happily on their way to Spain tomorrow for about 30 days. They were both over the top with tremendous enthusiasm speaking about how amazing the Outsourced Estate Planning Team was during their Zoom meeting yesterday. On a scale of 1-10, they ranked both of you at about 1,000! They have some family members they are referring to us as soon as they return. I very much appreciate all of your hard work and efforts to create their trust in record time.
Carter has shown a sincere interest in my success personally and professionally, and he has been committed to utilizing both technology and sophisticated high-level strategies that can help me to have meaningful conversations with virtually any demographic of client - that means I can scale and position myself more easily with higher net worth clients. Utilizing this approach helps me to position myself as a true advisor with unique skill sets, rather than just a seller of products and services which eventually commoditizes the process and ultimately results in fee compression.
I had my first group of seminars this past Thursday and Saturday.
261 registered and 201 showed. (77%)
21 appointments and another 40 are saying call me to schedule on
their green sheets.
Really happy with those results!!
Hear from clients who have experienced the eState Plan process firsthand.
From start to finish, I had an excellent experience with the eState Plan process.
The team was professional, attentive, and very responsive, and the attorney review
helped me feel clear and confident about my estate plan.
The process can feel a little confusing at first when everything is being handled
by phone and Zoom, but my advice is to trust the process. Everything came together,
and by the end I felt very confident and had much greater peace of mind.
I would definitely recommend eState Plan to others.
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 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
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