Estate Planning Tech Is Booming - But Only One Platform Does It ALL For Advisors

InvestmentNews recently highlighted two rising players in the estate-planning space; Wealth.com and Vanilla, both expanding their reach among advisors and signaling what we’ve known all along:

Estate planning isn’t just important anymore; it’s essential.

But while the spotlight shines on these tech-enabled platforms, it’s time to zoom out and look at what’s next for the industry, and where ePIC Services Company is quietly leading the charge.

Wealth.com: Digital Delivery, Simplified

Wealth.com has built impressive momentum by making estate planning more accessible and user-friendly. Their digital platform gives advisors the ability to send estate planning directly to clients in minutes, a powerful move toward modernization and scalability.

Where ePIC stands apart:
Accessibility is only the beginning. While Wealth.com helps clients complete plans digitally, ePIC goes a level deeper, taking the entire process off the advisor’s plate.

That means:

• Attorney review is fully handled by our in-house network attorney.

• Deed retitling and funding are completed for the client by our Outsourced Estate Planning Team.

• Advisors stay at the center of the relationship without managing the legal, compliance, or execution workload.

The result is working seamlessly for Advisors across the country. They simply deliver a white-glove experience while ePIC handles the complexity of funding an estate plan behind the scenes. Transforming estate planning from a “nice-to-have” into a true growth engine for advisors.

Vanilla: Strong Software, Focused on Smaller Firms

Vanilla deserves recognition for its smart approach to serving smaller organizations with clean, intuitive estate-planning software. Their analytics and visualization tools help advisors demonstrate the structure of a client’s estate plan clearly and professionally.

Where ePIC stands apart:
ePIC isn’t just software, it’s a turnkey system built by an advisor, for advisors.

While Vanilla empowers advisors to illustrate plans, ePIC empowers them to implement them, without crossing any lines into unauthorized practice of law (UPL).

Through our eState Plan Portfolio, advisors gain:

• A fully attorney-drafted and executed plan for each client.

• An onboarding team and system that guides clients through every step with professional support.

• Marketing tools that fill the top of the funnel - including our proprietary workshop model that consistently drives triple-digit event registrants and converts those leads into generational AUM.

Where ePIC Leads: The Advisor-First Ecosystem

What Wealth.com and Vanilla both prove is that the demand for estate planning solutions is stronger than ever.

What ePIC Services Company proves is that advisors need more than software, they need a partner. 

ePIC isn’t here to help advisors dabble in estate planning.

We’re here to help them own it. From the first client conversation to the notarized trust, and everything in between.

Our difference comes down to three things:

1. Implementation over information. We don’t just teach advisors how to talk about estate planning, we execute it with them.

2. Compliant, attorney-powered process. Every plan is legally reviewed, executed, and funded under the oversight of our network attorney.

3. Growth-driven marketing ecosystem. Advisors aren’t just getting a tool; they’re getting a proven client acquisition engine backed by data, coaching, and ready-to-launch marketing campaigns.

The Bottom Line

The InvestmentNews article is right - the estate planning revolution is here. And Wealth.com & Vanilla are helping move the industry forward.

But when it comes to giving advisors a complete, done-for-you system that keeps them compliant, confident, and central to the client relationship, ePIC Services Company is in a category of its own.