Are You Ready To Offer Estate Planning To Your Clients, But Not Sure Where To Start?

Imagine having a proven client acquisition business model, without having to manage onboarding, legal docs, or handholding your clients...

Meet Your Outsourced Estate Planning Team (OEPT)

 For a one-time payment of $497

Unlock white-glove estate planning support for your clients, without the cost of hiring full-time team members

You bring the clients, we handle the rest.

Tired of referring clients to estate planning attorneys and losing control of the relationship?

With ePIC’s OEPT model, you stay at the center of the client experience while we do all the work behind the scenes. This isn’t just software, it’s full-stack support service.

For a one-time payment you'll get:

 ✅ Secure, Client Payment Link
 ✅ Estate Planning Advisor portal
 ✅ Access to Our Proprietary Client 'Stress-Test Tool'
 ✅ A Client-facing onboarding specialist 
 ✅ And Client-facing legal support

For a limited time only - No monthly fees. 

Elevate Your Value

One-Time Payment ($497)

Gain instant access to: 

🔐 A secure, branded estate planning advisor portal

🧪 Interactive Estate Planning Stress Test (client-facing)

💳 Personalized client payment link

🧑‍💼 White-glove onboarding for your clients

⚖️ In-house legal team for trust drafting

🏛️ Jurisdictional shopping (Nevada-based law for max protection)

🧾 Trust funding and re-titling support

👥 A real human team guiding each client every step of the way


📅 Schedule a call here 

Join our community of successful advisor partners

How It Works:

  1. Unlock Lifetime Access to our OEPT for a one-time payment of $497
  2. Share your custom stress test with your clients & help them purchase their eStatePlanTM  Portfolio via your personal payment link.
  3. We handle everything else - from onboarding to legal documents, to fully funding the trust.

"You stay in the loop without the heavy lifting. Your clients feel the concierge experience." - Carter Wilcoxson, CEO of ePIC Services Co.

If you’re ready to stop guessing and start growing, this is your first step.

Q: Is this a software tool or a service?

A: It’s both. You’ll get access to our proprietary estate planning tool, client management tools, and a full OEPT team who handles onboarding, funding, legal work, and more.

Q: Do I have to build landing pages or marketing campaigns?

A: Nope. This offer is for advisors who already have clients ready or referrals coming in. We do the back-end work. You stay focused on relationships.

Q: Can I upgrade later to a full marketing package or MVP kit?

A: Yes! This OEPT access makes a great foundation if you want to scale into full marketing automation later.

 

Q: How soon can I get started?

A: Immediately! As soon as you enroll, we’ll activate your portal and client links within 48 business hours.

Unlock New Opportunities