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!
300+
Advisors Nationwide
$600M
Assets Discovered
85%
Conversion Rate
Advisors Aren’t
Failing.
The System Is.
Most advisors are doing everything they were told to do.
They sell good products. They care about their clients. They work harder every year.
Yet growth feels harder. Marketing feels scattered. Estate planning feels risky or out of reach.
The problem is fragmentation.
That system was never built to scale or to retain assets through the GREATEST WEALTH TRANSFER in history.
One Company +
One System
Zero Guesswork.
ePIC replaces piecemealed vendors with a fully integrated ecosystem designed to work together.
Marketing. Estate planning tools & team. Training. You get it all!!!
Stranger
Marketing
Attract qualified prospects systematically
Conversion
Infrastructure
Turn interest into booked appointments
Comprehensive
Estate Planning
Deep discovery that builds trust
Attorney-Led
Execution
Full legal protection, zero risk
Training &
Support
Ongoing guidance and resources
When systems work together, growth becomes predictable.
From Strangers to Referrals.
By Design.
Most advisors focus on closing clients. The most successful advisors build automated journeys.
Elevate the Clients' Experience
Deliver a better, more memorable client experience that builds trust and lasting relationships.
Create Professional Contrast
Stand out from other advisors by delivering a distinctive, professional client experience.
Competitor-Proof Your Ideal Clients
Strengthen client loyalty and create relationships that competitors cannot easily replace.
The Most Powerful
Discovery Tool
You’ll Ever Use
Estate planning uncovers what no product conversation ever will. It reveals the heart of the client's legacy.
How It Works
The Most Comprehensive
Estate Portfolio Available
Your clients receive a fully customizable estate plan that grows with their needs, handled by our expert legal team.
- One-time cost
- Unlimited updates at no additional charge
- Secure advisor payment links
- Attorney-led consultations
- Trust funding support
- Stress testing and scenario analysis
The Old Way Can’t Keep Up With the Clients You’re Trying to Serve.
That system was never built to scale or to retain assets through the greatest wealth transfer in history.
Estate Planning
Naturally Leads to
Writing More Business
"Not through pressure. Through clarity."
When clients go through comprehensive estate planning, something powerful happens. They see their full financial picture for the first time.
Estate planning doesn't just organize documents. It reveals gaps, exposes risk, and clarifies intent. That clarity naturally opens the door to meaningful planning conversations.
Natural Opportunities
No Unauthorized
Practice of Law
Ever.
You remain compliant, confident, and protected.
You focus on the relationship.
We handle the legal execution.
Built for Scale.
Designed for Clarity.
ePIC University shows you exactly how to win with this system. No guesswork, no overwhelm.
Timeline to Success
Days to launch
Your site and marketing kit ready
Days to first event
Standing in front of qualified prospects
Triple-digit registrations.
"Because marketing is intentional, not accidental."
Choose Your
Growth Speed
OEPT
DIRECT EXPERTISE ACCESS
The Outsourced Estate Planning Team is perfect for advisors who want to offer comprehensive estate planning to their existing clients without the complexity
- Estate planning essentials
- Client portal access
- BLP Email Campaign
TURNKEY CLIENT ACQUISITION SYSTEM
Complete system with your first live seminar
Perfect for advisors who are ready to generate leads now and position themselves as the go-to expert in their community
- Everything in MVP
- First live seminar included
- 1-on-1 expert coaching
- Concierge white-glove support
- Priority University training
MVP MARKETING + WEBSITE
Marketing foundation for growth
Perfect for advisors who want to nurture prospects and start leveraging estate planning to stand out, without having to build a system from scratch
- Personally-branded website
- Full marketing asset kit
- Email automation series
- Everything in OEPT
Guidance on earning your Behavioral Financial Advice (BFA) designation
CLICK HERE TO LEARN MOREOneProtection DI/Life Illustration Software
LTC AI Software Tool: WaterLily (Use code: 747904 for 10% off at checkout)
From Signup to First Event
in Weeks.
No guesswork. No overwhelm. Just a clear path to your first win.
- 1
Sign up
- 2
Meet your advisor partner concierge
- 3
Provide details to build your website and marketing kit
- 4
Complete ePIC University
- 5
Join a 1-on-1 training call
- 6
Launch your new site in 30–45 days
- 7
Book your first event
- 8
Start bringing on new clients
Traditional platforms focus on documents.
ePIC focuses on outcomes.
Most solutions stop at the will. ePIC starts there.
Marketing + Planning Integration
Advisors using ePIC have generated 30+ new client leads from a single estate-planning seminar. Most platforms offer no marketing support.
Speed to First Win
With ePIC's fully-supported process, advisors start delivering results in days, not months. Your first client win comes much faster.
ePIC Services Company in the News
Recognition from the industry publications and partners advisors already follow.
ePIC Services Company Spotlighted on the Kitces Advisor Services Map
ePIC is featured in the latest update to the Kitces Advisor Services Map, a guide to more than 400 service providers that help financial advisors grow their practices.
Read the storyePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services' SPARK! Event
ePIC joined wealth.com and an advisor partner on stage to show how done-for-you estate planning helps advisors deliver what clients now expect.
Read the storyePIC University: Empowering Advisors to Integrate Estate Planning Into Their Practice With Confidence
ePIC launched ePIC University, a training and implementation platform that helps advisors turn estate planning into a source of new clients and growth.
Read the storyMutual of Omaha Mortgage Announces New Strategic Relationship with Estate Planning Company to Grow Reverse Mortgage Business
Mutual of Omaha Mortgage partnered with ePIC Services Company to serve shared clients and run joint marketing around estate planning.
Read the story300+ Advisors Nationwide
Trust ePIC
Helping advisors attract, convert, and retain families across generations.
Frequently Asked Questions
How does ePIC's digital platform simplify the estate planning process?
ePIC's digital platform, primarily centered around its eStatePlan™ technology, simplifies the estate planning process by providing a centralized, virtual, and highly accessible system for both clients and financial advisors.
Simplifications for Clients
- Speed and Convenience: The platform utilizes a "90 in 90 FORMula," allowing clients to complete 90% of their estate plan in 90 minutes or less.
- Client Console and E-Vault: Clients receive a password-protected cloud account that provides 24/7 online access to all of their documents.
- E-Sign and Electronic Funding: Clients can sign documents online and assign assets to a trust without a complicated retitling process.
- Flexibility and Unlimited Updates: Clients can make unlimited document changes for free, at any time, from home.
- Emergency Access: The platform can grant emergency access to physicians and trustees when needed.
Simplifications for Financial Advisors
- Outsourced Estate Planning Team: ePIC handles client onboarding, legal document drafting, and trust funding so advisors can focus on relationships.
- Advisor Tools: Advisors receive a secure portal, interactive Stress Test tool, and personalized payment links.
- Attorney-Led Execution: Clients are connected with an in-house legal team, helping advisors avoid unauthorized practice of law concerns.
How can financial advisors use ePIC to grow their client base?
Financial advisors can use ePIC to grow by leveraging estate planning as a marketing engine and a strategic entry point for client acquisition.
- Built-In Marketing Engine: ePIC provides branded marketing kits, turnkey workshops, social media content, and a marketing-focused CRM.
- Estate Planning as Discovery: Advisors uncover family dynamics, beneficiary intentions, tax exposure, fears, and risk gaps.
- Client Retention: Offering estate planning helps advisors protect existing relationships and prepare for the wealth transfer.
- Outsourced Heavy Lifting: ePIC’s OEPT keeps advisors at the center while legal paperwork, onboarding, and funding are handled behind the scenes.
- Organic Referrals: White-glove service helps turn satisfied clients into advocates who naturally create referrals.
What is included in ePIC's branded marketing kits?
ePIC's branded marketing kits help advisors put estate planning at the center of their client acquisition strategy. Packages include turnkey workshops, social media content, and a marketing-focused CRM.
How do turnkey estate planning workshops help advisors acquire new clients?
Turnkey workshops help advisors systematically acquire new clients by placing estate planning at the center of their acquisition strategy.
- Authority Building: Workshops attract new prospects and position the advisor as a trusted authority.
- Meaningful Education: Advisors educate, enlighten, and empower attendees to make better financial decisions.
- Deeper Conversations: Estate planning unlocks broader financial conversations and converts interest into trust.
These workshops replace marketing guesswork with a proven, repeatable path from prospect to client to advocate.
What makes Nevada the preferred jurisdiction for estate planning?
Nevada is considered a preferred jurisdiction because its laws offer asset protection, tax advantages, and flexibility for trust management.
- No State Income Tax: Nevada does not tax income earned or capital gains realized within a Nevada trust.
- Dynasty Trusts: Nevada allows trusts to last up to 365 years.
- Nevada Asset Protection Trusts: These can protect assets from creditors during the grantor’s lifetime.
- Directed Trust Laws: A grantor can appoint a financial advisor to direct investment decisions.
- Trust Protectors: Nevada allows trust protectors to make critical decisions, including removing trustees.
- Decanting Statutes: Outdated trusts can be moved into newer trusts with more favorable terms.
- ESIGN Validation: Nevada legally recognizes electronic signatures for authenticated estate planning documents.
Our Partners
