ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
Panel highlights the widening gap between what clients expect from their advisors and what most advisors are equipped to deliver - and the rise of done-for-you systems closing it.
JUPITER, Fla. — May, 2026 — ePIC Services Company, the turnkey, attorney-backed estate and legacy planning system for financial advisors, today announced its participation in a featured panel at PEAK Brokerage Services' SPARK! event — the firm's flagship advisor conference held in Jupiter, FL in late April.
ePIC joined wealth.com, a leading estate planning technology platform, and PEAK Chief Experience Officer Regina Rudnick on stage for a discussion centered on the role of estate and legacy planning in modern advisor practices. ePIC advisor partner Denny Artache, a producing advisor who is shaping the future of his practice around leading with estate planning, rounded out the panel.
The session followed an opening keynote from Crystal Espinosa on what she called "the Spark Effect" — the principle that listening creates trust, and that trust, not product, is "the most valuable currency in the room." It also followed a session by Linda Sherman, co-founder of Financially Empowered, on the trillions of dollars expected to flow into women's hands during the Great Wealth Transfer, and how estate planning plays a main role in maintaining women as clients.
The panel focused on three questions advisors are increasingly asking about estate planning:
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What estate and legacy planning actually is, in practical advisor terms
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How it supports both client acquisition and long-term client retention
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Its role in retaining assets under management through generational transfers
A central theme of the discussion was the gap between what clients expect and what advisors deliver. Industry data shows that 93% of clients want estate planning guidance from their advisor, while only 22% currently receive it — and 40% say they would switch advisors to get it.
The conversation also surfaced the emerging distinction between do-it-yourself estate planning software and done-for-you systems. Software platforms generate documents and let the advisor or client navigate the rest. Done-for-you models, like ePIC's, run the entire client-side process — from intake through funded trust — through an Outsourced Estate Planning Team (OEPT) and an in-house attorney network, while keeping the advisor at the center of the relationship.
Quote from Carter Wilcoxson, Founder & CEO, ePIC Services Company
"Sharing the stage with wealth.com at SPARK! was a milestone moment for ePIC, and frankly, an honest one. Software is a tool. We built ePIC because advisors don't need another tool — they need a solution. The unmet need in our industry has never been product. It's process. Estate planning is the entry point to every meaningful financial relationship, and we built a system that lets advisors lead it without practicing law, without learning new software, and without losing the family to the next generation. PEAK saw what's coming. We're proud to be in the room with them."
Quote from Denny Artache, ePIC Advisor Partner
"Before I started leading with estate planning, I was doing what most advisors do — chasing referrals, hosting product seminars, and watching my best relationships drift when assets moved to the next generation. ePIC changed the math for me. One of my recent estate planning events brought in over 200 registrants and uncovered millions in investable assets across follow-up appointments. More importantly, my clients' kids know who I am. I don’t worry about wealth walking out of the door anymore."
About the Estate Planning Imperative
Industry data continues to underscore the urgency. According to Caring.com (2024), 67% of Americans have no estate plan in place. Cerulli Associates projects that approximately $124 trillion will transfer between generations through 2048, with women expected to control more than $30 trillion of that wealth. Advisors who do not engage in estate and legacy planning conversations risk losing those households when assets move — historically, the majority of widows and adult heirs change advisors within a year of inheriting.
ePIC's model addresses this risk directly through its Outsourced Estate Planning Team process, which engages both spouses, introduces heirs early, and positions the advisor as Trust Investment Advisor where appropriate, retaining the investment management role through the generational transition.
About ePIC Services Company
Founded by Carter Wilcoxson, ePIC Services Company is the only turnkey marketing and attorney-backed estate and legacy planning system for financial advisors, insurance agents, IMOs, BGAs, RIAs, and broker-dealers. ePIC's three-pillar framework — client acquisition, client retention, and generational control — is delivered through its Outsourced Estate Planning Team (OEPT), MVP Marketing System, and Client Acquisition Kit Bundle. The company has supported the completion of 1,000+ estate plans with zero compliance issues and continues to expand its advisor partner network nationally.
ePIC Services Company is currently entering its next phase of growth, with significant expansion of its advisor onboarding capacity, technology infrastructure, and partnership model planned over the coming year.
For more information, visit epicservicescompany.com.
