ePIC Services Company

It helps advisors offer accessible, attorney-led estate planning through an integrated system that combines legal planning services, technology, marketing, training, and ongoing support. Families can receive customizable estate plans, attorney-led consultations, trust-funding assistance, scenario analysis, and unlimited plan updates at no additional charge. Its eStatePlan platform includes advisor and client portals with real-time case updates.

For financial professionals, ePIC offers outsourced estate-planning support, branded websites and marketing materials, automated email campaigns, client support, workshops, seminars, and coaching. ePIC University provides structured training and launch guidance, while its legal team manages plan execution so advisors do not provide legal advice. The company positions estate planning as a way to clarify clients’ priorities, identify risks, and strengthen relationships, while keeping the process client-focused and compliant.

ePIC offers several service packages, ranging from estate-planning essentials for existing clients to marketing and turnkey client-acquisition systems. It also provides educational resources, webinars, videos, downloads, and legacy-story tools.