Why Small Decisions in Estate Planning Make the Biggest Impact: How ePIC Services Company Sets the Standard

Estate planning can be complicated for multiple reasons, like varying state laws and the fact that quality attorneys aren’t always easy to find (or they're just too expensive).

For most financial professionals, it feels easier to just stay in their lane and refer clients out to an attorney, but what if there were a better way? One that helped you build multi-generational relationships, keep cllents in-house, and even uncover untapped assets or unaddressed needs.

 

At ePIC Services Company, we believe that every client deserves an estate plan that isn’t just technically sound, but one that is thoughtfully designed, expertly supported, and strategically positioned to protect wealth for generations. After years of working with advisors across the country and directly supporting their clients, we know it doesn’t take a total overhaul to make a massive difference; sometimes, it just takes one small, smart shift.

Let’s talk about one of those shifts: jurisdictional shopping.

The Power of Jurisdiction: Why Nevada is A Game Changer

Most estate planning platforms still build trusts based on where the client lives. Seems logical, right? But state-by-state laws can be confusing, limiting, and even unfavorable when it comes to protecting assets or navigating probate.

That’s why we do things differently.

By citing trusts in a favorable jurisdiction like Nevada, we offer clients across the country access to stronger protections, increased privacy, and more flexibility, regardless of their home state.

This single detail often goes unnoticed by traditional platforms, but for our advisors and their clients, it’s a 'no-brainer'.

Trusted by Advisors Nationwide

What makes ePIC stand out isn’t just our estate planning expertise; it’s our fully outsourced estate planning team (OEPT) that advisors can white-label as their own. 

 

Advisors choose to work with us because:

• They want an estate planning partner who thinks strategically

• They want their clients served by professionals they know and trust

• They want solutions that work nationwide, without the legal guesswork

With ePIC, you don’t just offer estate planning as a service- you elevate your brand and deepen client relationships, and we help you stay at the center of every legacy conversation, every time.

 

"We aren’t here to replace relationships. We’re here to strengthen them." - Carter Wilcoxson, CEO

Small Shifts. Big Outcomes.

When we say turnkey, we mean it. From your marketing and branding to your estate planning process, everything is built to help you:

• Stand out as the go-to expert

• Save time and serve more clients

• And yes, grow your business with confidence

If you’ve ever hesitated to bring estate planning into your practice because of compliance, complexity, or capacity, now is the time to rethink what’s possible.

At ePIC Services Company, we know that the smallest details (like where a trust is cited) can make the biggest difference. 

If you care about the details like we do and want to see how it works, let's chat!

Just book a quick call with our team and we'll show you how our system differs from your regular estate planning tool services out there.