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.
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.
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.
One-Time Payment - $497
For a one-time payment, you'll get:
Secure, Client Payment Link
Estate Planning Advisor Portal
Access to Our Proprietary Client Stress-Test Tool
Client-facing Onboarding Specialist
Client-facing Legal Support
Generic Estate Planning Brochure for Client Education
Pre-approach Email Delivered to Clients & Prospects
BONUS: Immediate Access To ePIC University ($7,000 Value)
Unlimited plans, only $77 per month
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 eStatePlan™ 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.
Q: Is this a software tool or a service?
It’s both. You’ll get access to our proprietary estate planning tool, client management tools, and a full OEPT team that handles onboarding, funding, legal work, and more.
Q: Do I have to build landing pages or marketing campaigns?
No. This offer is for advisors who already have clients ready or referrals coming in. We handle the back-end work so you can stay focused on relationships.
Q: Can I upgrade later to a full marketing package or MVP kit?
Yes. OEPT access is a strong foundation if you want to scale into full marketing automation later.
Q: How soon can I get started?
Immediately. As soon as you enroll, we’ll activate your portal and client links within 48 business hours.
Unlock New Opportunities
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