Deepen client relationships
Open meaningful conversations about family, legacy, and wealth transfer. Help clients take the next step with a supported estate planning process.
For forward-thinking financial professionals
Your clients’ legacy.
Your next opportunity.
Your O.E.P.T. team.
Bring estate planning into your practice with a dedicated team behind you. Deepen client relationships while we handle onboarding, legal documents, and trust funding.
Concierge client supportLifetime team accessReady-to-use advisor tools
$497 one-time access + $77/month · $574 due today
Built for your practice.Backed by ePIC expertise.
Client-facing legal support
Dedicated onboarding team
A white-glove client experience
Your outsourced estate planning team
A stronger offering.
A team to bring it to life.
Your clients trust you with their financial future. Give them a clear path to protect their legacy, supported by the expertise and personal attention of ePIC’s estate planning team.
You lead the relationship. Your O.E.P.T. brings the tools, onboarding, and legal support to move their estate plan forward.
Explore your O.E.P.T. Package
An introduction from Carter WilcoxsonCEO, ePIC Services Company
Built around what matters
More value for your clients.
More possibility for your practice.
Make estate planning a natural extension of the financial guidance you already provide.
Expand your service offering
Bring together your financial guidance and ePIC’s estate planning support to deliver a more complete client experience.
Keep relationships at the center
Stay focused on the clients who count on you. Your O.E.P.T. manages onboarding, legal documents, and trust funding.
The O.E.P.T. Package
Your team. Your tools.
Your next step, covered.
Activate the support and resources to introduce estate planning to your clients with confidence.
- Secure, personal client payment link
- Estate Planning Advisor Portal
- Proprietary client estate planning stress-test tool
- Client-facing onboarding specialist
- Client-facing legal support
- Estate planning brochure for client education
- Pre-approach email delivered to clients & prospects
Your estate planning foundation
O.E.P.T. Access
Outsourced Estate Planning Team
$497
One-time payment · Lifetime team access
Unlimited plans at $77/month
INCLUDED BONUS
Immediate access to ePIC University
Explore advisor education and training.
Listed value: $7,000
$574 due today: access + your first month.
Secure payment · Portal ready within 48 business hours
A clear path forward
Three steps to your next chapter.
A simple handoff. A supported client experience.
01
Activate your O.E.P.T. access
Enroll with your one-time $497 payment. Your advisor portal and personal client links are activated within 48 business hours.
02
Start the client conversation
Share your custom estate planning stress test, then help clients purchase their eStatePlan™ Portfolio through your personal payment link.
03
Let your team take it forward
ePIC supports your clients through onboarding, legal documents, and fully funding their trust. You stay connected to the relationship.
Real people. Shared purpose.
A team that cares about
your clients’ legacy.
From their first onboarding conversation to their completed estate plan, your clients have a dedicated team supporting the details.
Join the financial professionals partnering with ePIC to make estate planning part of a more complete client relationship.
Led by Carter WilcoxsonCEO, ePIC Services Company
Talk with the ePIC team
Clarity before you begin
Your questions,
answered.
A confident next step starts with the details.
Schedule a conversationO.E.P.T. stands for Outsourced Estate Planning Team. The package combines proprietary estate planning and client management tools with a team that supports your clients through onboarding, legal documents and trust funding.
Your one-time $497 payment unlocks lifetime access to the O.E.P.T., your advisor portal, client payment link, stress-test tool, onboarding and legal support, educational resources, and immediate access to ePIC University. Unlimited plans are $77 per month. Your checkout total is $574 today, covering setup and your first month. Client estate plan purchases are made through your personal payment link.
The package is designed for financial professionals with existing clients or incoming referrals who are ready to add a supported estate planning offering to their practice. You lead the client relationship while ePIC supports the estate planning process.
Your portal and client links are activated within 48 business hours of enrollment. ePIC University access is available immediately so you can begin exploring the training resources.
Your clients receive concierge support from a client-facing onboarding specialist and legal support team. ePIC handles onboarding, legal documents and trust funding, while you stay connected to the client relationship.
Yes. O.E.P.T. access gives you a foundation for your estate planning offering, with the option to upgrade into a full marketing package or MVP kit as your practice grows.
Your clients have a legacy to protect.
Give them a team to help.
Bring the O.E.P.T. Package into your practice and make your next client conversation count.
Activate My O.E.P.T. Access — $497$497 lifetime access + $77/month · $574 due today