Estate Planning Is the Greatest Client Acquisition Tool in Financial Services
ePIC is the only turnkey ecosystem that combines estate planning, marketing, training, and attorney-led execution. Built for advisors who want better clients, stronger retention, and generational control. Without compliance risk or vendor chaos.
Advisors Aren't Failing. The System Is.
Most advisors are doing everything they were told to do. They sell good products, they care about their clients, and they continue to work harder every year.
Yet reaching growth goals feels harder than ever. Marketing feels scattered and inconsistent. And estate planning feels too risky to implement or out of reach.
That system was never built to scale, or to retain assets through the greatest wealth transfer in history.
Yet reaching growth goals feels harder than ever. Marketing feels scattered and inconsistent. And estate planning feels too risky to implement or out of reach.
That system was never built to scale, or to retain assets through the greatest wealth transfer in history.
Product Is Not the Unmet Need
Time, support, and marketing execution are what advisors actually lack.
Referring Out Breaks Trust
Sending estate planning elsewhere kills momentum and weakens client relationships.
Fear Keeps Advisors Frozen
Unauthorized practice of law concerns prevent advisors from taking action.
Disconnected Vendors Create Friction
Multiple vendors that don't communicate lead to missed opportunities and client confusion.
One Company. One System. No Guesswork.
ePIC is not an estate planning vendor. ePIC is the in-house growth and estate planning infrastructure advisors never had.
When marketing, estate planning, compliance, attorneys, training, and conversion work together, advisors win.
Clients build trust, and that's exactly what advisors need to get money in motion.
When marketing, estate planning, compliance, attorneys, training, and conversion work together, advisors win.
Clients build trust, and that's exactly what advisors need to get money in motion.
Stranger Marketing
Authority-driven campaigns that attract ideal prospects
Conversion Infrastructure
Proven systems that turn prospects into clients
Estate Planning Portfolio
Comprehensive planning tools and execution
Attorney-Led Execution
Legal expertise built into the infrastructure
Training & Support
Education and implementation guidance via ePIC University
When systems work together, growth becomes predictable.
300+ Advisors Nationwide Trust ePIC
Helping advisors attract, convert, and retain families across generations.
The Client Journey
From Strangers to Referrals. By Design.
Most advisors focus on closing clients without a clear, repeatable process. The most successful advisors follow a proven path.
Strangers
Marketing attracts attention and authority
Clients
Estate planning converts interest into trust
Advocates
Funded plans turn clients into advocates
Referrals
Advocates create referrals naturally
Estate planning is not an add-on. It is the engine that leads to growth.
The Most Powerful Discovery Tool You'll Ever Use
Estate planning uncovers what no product conversation ever will, and it uncovers what matters most to your clients.
Our Outsourced Estate Planning Team guide clients through the entire estate planning process and notifies you as modules are completed.
Our Outsourced Estate Planning Team guide clients through the entire estate planning process and notifies you as modules are completed.
Beneficiaries and family dynamics
Fears, concerns, and priorities
Objectives and goals
Asset structure
Tax exposure
Risk gaps
You stay at the center of the relationship without doing the heavy lifting.
Better Planning Creates Better Outcomes
Under favorable circumstances, comprehensive estate planning creates natural opportunities for strategic conversations and client retention.
Trust Funding
Proper asset titling and structure
Tax and Risk Analysis
Mitigation strategy development
Asset Consolidation
Streamlined management
Insurance Conversations
Coverage and annuity planning
AUM Retention
Long-term relationship building
These outcomes are not forced. They are revealed through proper planning.
Estate Planning Naturally Leads to Writing More Business
Not through pressure. Through clarity.
When clients go through comprehensive estate planning, something powerful happens. They see their full financial picture for the first time. Estate planning doesn't just organize documents; It reveals gaps, exposes risk, and clarifies intent.
That clarity naturally opens the door to meaningful planning conversations. These conversations don't feel like another sales pitch. They feel like solutions.
Life Insurance Coverage
Survivorship and protection strategies
Annuities
Income and legacy structuring
Asset Protection
Strategic safeguarding
Tax Efficiency
Long-term optimization
Wealth Transfer
Beneficiary alignment
Long-Term Care
Ongoing support
ePIC Offers The Most Comprehensive Estate Planning Portfolio Available
Clients receive a fully customizable estate plan with a one-time cost of $2,700, and unlimited updates at no additional charge. This is not just a pile of documents. It's a living strategy.
- Secure, advisor-branded payment links
- Attorney-led consultations
- Trust funding support
- Stress testing and scenario analysis
This is subtle. Powerful. Compliant. Estate planning positions you at the center of your clients' financial lives, creating natural opportunities for comprehensive planning and asset management.
No Unauthorized Practice of Law. Ever.
"ePIC gave me the confidence to finally offer estate planning without fear. The attorney support is seamless, and my clients see me as the comprehensive advisor I always wanted to be." - Dixon Cummings, ePIC Advisor
The number one psychological barrier for advisors is compliance fear. ePIC removes that barrier completely. Attorneys are part of ePIC's infrastructure, not an afterthought. You never give legal advice. You stay in your lane. We handle the rest.
You focus on the relationship. We handle the legal execution.
Attorneys Built Into Infrastructure
Legal expertise is part of the system, not outsourced
Clear Role Definition
You focus on financial planning, ePIC's network attorneys handle the legal work
Complete Compliance Confidence
Operate with certainty, knowing you're protected
Built for Scale. Designed for Clarity.
ePIC University provides 4–6 hours of focused training that transforms how you position and deliver estate planning. Within 45–60 days, you'll confidently host live events that generate triple-digit registrations because the marketing is intentional, not accidental.
1
Complete ePIC University
4–6 hours of focused training on positioning and delivery
2
1:1 Training Sessions
Personalized coaching to deliver the message with confidence
3
Branded Assets Delivered
Fully branded and co-branded marketing materials ready to deploy
4
Launch Your First Event
45–60 days to confidently host events with proven systems
45-60
Days to Launch
From signup to your first confident event
100+
Average Registrations
Triple-digit attendance from intentional marketing
4-6
Hours of Training
Focused education that drives results
What's Included: The Complete System
Everything you need to attract, convert, and retain clients through estate planning, all under one roof. No piecing together vendors. No gaps in execution.
Complete Website
Fully branded, conversion-optimized site built for you
Email Marketing System
100+ days of automations that nurture and convert
Video Marketing Library
Branded videos ready to deploy across channels
On-Demand Webinar
Estate planning webinar that works 24/7
In-Person Seminar System
Complete event infrastructure from invite to follow-up
Attorney-Led Planning
Legal expertise built into every client engagement
Advisor Portal
Track client progress and manage engagements seamlessly
Unlimited Plan Updates
Client circumstances change, plans stay current
What would it cost to build this yourself? How many vendors would you need to coordinate? ePIC delivers it all, integrated and ready to scale.
Advisors left to their own devices are doomed to fail. Those who adopt infrastructure win the next decade. ePIC is the in-house growth and estate planning infrastructure you never had - until now.
1
Sign Up
Choose your system and get started immediately
2
Meet Your Concierge
Dedicated advisor partner guides your implementation
3
Provide Details
Share branding and preferences for website and marketing build
4
Complete ePIC University
4–6 hours of focused training on positioning and delivery
5
1:1 Event Training
Personalized coaching to deliver with confidence
6
Launch New Site
Go live in 30–45 days with complete infrastructure
7
Book Your First Event
Deploy proven seminar system with marketing support
8
Start Bringing On Clients
Convert prospects into clients with estate planning as the engine
$5,997 1x Setup, $97 p/mo
Includes first seminar and complete infrastructure
$497 1x Setup, $77 p/mo
Get immediate access to our team of experts that will guide your clients through their estate plan + access to our estate planning software and unlimited plans.
How ePIC Compares
Traditional platforms focus on documents. ePIC focuses on outcomes. Most solutions stop at the will. ePIC starts there.
ePIC is the only platform designed specifically for advisor-led client acquisition and retention.
Why ePIC Is Different
End-to-End Client Experience Ownership
Rare among competitors
ePIC enables advisors to deliver a seamless, end-to-end estate planning journey under their own brand, without ever handing clients off to outside attorneys or third-party services.
Marketing + Estate Planning Integration
Rare among competitors
ePIC uniquely bridges marketing and estate planning, helping advisors engage clients and prospects with turnkey educational content and campaigns. Advisors using the ePIC system have generated 30+ new client leads from a single estate-planning seminar.
Compliance & Legal Protection
Partially offered by competitors
Compliance is built into ePIC's DNA. Every plan is handled with proper legal oversight so advisors avoid any unauthorized practice of law. Full legal and regulatory protection is a core part of the service.
Speed to Implementation
Rare among competitors
With ePIC's fully-supported process, advisors can start delivering results in 45-60 days. There's minimal setup & learning curve & your first client win comes much faster with ePIC compared to most DIY software solutions.
Revenue Enablement by Design
Rare among competitors
ePIC isn't just about documents, it's designed to grow your business. The platform helps advisors uncover new opportunities and monetize estate planning as a service rather than treat it as a cost center.
Stop Piecing It Together. Start Running a System.
Product is not the unmet need in this industry. Infrastructure is.
Advisors who adopt systems will win the next decade. Those who don't will continue working harder for less.
300+
Advisors
Trust ePIC nationwide
1
System
Everything integrated
0
Guesswork
Clear path to growth