How It Works:
1.) Unlock Lifetime Access to our OEPT for a one-time payment of $4972.) 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 doing the heavy lifting of managing estate planning documents or worrying about unauthorized practice of law (UPL). Your clients will 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.