WEBINARS
What Most Advisors Get Wrong About Estate Planning
- Start legacy conversations that open doors (without crossing legal lines)
- Stay front-and-center through the Great Wealth Transfer
- Plug into a proven system used by top-performing advisors across the country
Estate Planning, Solved. One Stop for Advisors
Most advisors skip estate planning because it feels complicated.
ePIC makes it simple!
In this session, ePIC Services Company joins Auxani to showcase how advisors can turn estate planning into a reliable growth engine.
We provide the marketing you need to get started and spark conversations, the training so you know exactly how to implement estate planning into your daily operations, and the Outsourced Estate Planning Team (OEPT) that guides your clients from start to finish.
See:
ePIC’s three part system. Marketing. Education and implementation. O.E.P.T.
What the client experience looks like from day one to done
Real examples from ePIC advisors and partners
Why Connecting With The Kids Is Bound To Fail. And the only way to retain clients and AUM in The Great Wealth Transfer
The truth is, “connecting with the kids” isn’t a retention strategy. During the Great Wealth Transfer, 70% of widows fire their advisor, and most heirs already have their own.
This session will show you the only proven way to retain assets:
- Why estate planning (not product sales) builds lasting trust
Break the Sea of Sameness: A Scalable, Compliant Estate-Planning Engine for Financial Advisors
Equip distribution leaders with a turnkey, compliant estate-planning system that differentiates their advisors, drives net new client acquisition, and improves multi-generational retention – without asking advisors to manage client estate plans or build new internal infrastructure.
Most advisor channels look and sound the same, limiting growth. Organizations that standardize Trust Investment Advisor (TIA) status and deploy an OEPT (Outsourced Estate Planning Team) model create a durable moat: they win new households, keep assets at transition, and maintain advisor centrality across generations.
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.