OEPT Access

  • A Secure, Branded Advisor Portal

  • Interactive Client-Facing Estate Planning Stress Test

  • 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 Titling Support

  • A Real Human Team Guiding Each Client Every Step of the Way

  • Generic Estate Planning Brochure for Client Education

  • Pre-approach Email Delivered to Clients & Prospects

No asset creation. No tech setup. No hassle.

Total Due Today: $574

What Happens Next?

  • Check your inbox for communications from the ePIC Services Company team

  • Sign up for ePIC University

Payment
ItemQuantityPrice
OEPT Setup + Monthly Subscription
$497 setup fee and $77 per month
1
$574.00
Order Summary
ItemQuantityAmount
OEPT Setup + Monthly Subscription1$ 574.00
Order Total
$0.00
* 100% Secure & Safe Payments *

What Happens Next?

  • Check your inbox for secure login details.
  • Access your training portal immediately.
  • Join the private advisory community group.