Trusted by 300+ Advisors Nationwide

Empowering Advisors & Protecting Families with Comprehensive Estate Planning

ePIC Services Company equips advisors with a turnkey system: estate plans, marketing, and attorney-led execution, so families everywhere gain affordable, trusted protection. Advisors grow, clients feel secure, and everyone wins.

With our innovative process, families in need of estate planning services can access affordable solutions – from anywhere!

Advisors Aren’t Failing. The System Is.

Most advisors are doing everything they were told to do.

Yet growth feels harder. Marketing feels scattered. And estate planning feels risky or out of reach.

The problem isn’t effort. The problem is fragmentation.

The Most Powerful Discovery Tool You’ll Ever Use

Estate planning uncovers what no product conversation ever will.

Family dynamics
Fears and priorities
Beneficiaries and intentions
Asset structure Tax exposure
Risk gaps

Collaborative Estate Planning Services with Trusted Partners

From Strangers to Referrals. By Design.

Most advisors focus on closing clients without a clear, repeatable process. The most successful advisors follow a proven path.

Strangers : Marketing attracts attention and authority

Clients : Estate planning converts interest into trust

Advocates : Funded plans turn clients into advocates

Referrals : Advocates create referrals naturally

300+ Advisors Nationwide Trust ePIC

Helping advisors attract, convert, and retain families across generations.

Advisor Testimonial

David and Tim Robertson from The Financial Center

Client Testimonial

Client of ePIC Advisor and eState Plan Portfolio

Testimonial

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 every 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.

Terry, Heather & Bradley

Zebulon Tax & Wealth Advisory, LLC.

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.

J. Dixon Cummings

President & Founder | JD CUMMINGS PARTNERS

Stop Piecing It Together. Start Running a System.

Product is not the unmet need in this industry. Infrastructure is. 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.