ePIC University: Empowering Advisors to Integrate Estate Planning Into Their Practice With Confidence

As the new year approaches, ePIC Services Company is taking a strategic approach to helping advisors grow their businesses, bridge the client-acquisition gap, and strengthen multi-generational relationships through estate planning.

The company, already recognized as the only advisor-focused estate planning solution in wealth management that fully integrates marketing systems, in-house attorney support, and white-glove client onboarding, has officially launched ePIC University, a first-of-its-kind training and implementation platform designed to help financial professionals confidently make estate planning their next growth engine.

Born from a Simple Question: Why Do Estate Plans Fail?

ePIC founder and industry veteran, Carter Wilcoxson, built the company with two guiding questions in mind:

1. Why do most estate plans fail to achieve their purpose?

2. How can financial advisors use this critical topic to accelerate their business and deepen client relationships?

A Training Platform Built for Advisors

ePIC University was built to close the knowledge gap that keeps most advisors from offering estate planning. 

Advisors will learn:

• Exactly how the Outsourced Estate Planning Team (OEPT) supports them and their clients

• How to confidently lead estate planning client meetings and empower those clients to move forward

• How to host and deliver high-performing estate planning workshops within 45–60 days of joining ePIC.

The program blends video training, scripts, downloadable resources, and real-world case studies to transform estate planning from a compliance checkbox into a client-acquisition powerhouse.

Real Results from Advisors in the Field

Advisors are seeing triple-digit registrations for their in-person estate planning workshops; for example, a recent advisor hosted 3 estate planning workshops in one day using ePIC’s turnkey system.

He had 140+ people register. 49 showed up, and 29 booked appointments while they were at the event.

And in just two weeks… he closed 7 estate plans. 

These results are becoming the norm, and it shows time and time again that ideal prospects are starving for this information.

What’s even better is, their clients are also taking notice of how a proper estate plan can be life changing.

One ePIC Advisor shared a client quote:

“I’ve been working with APO Financial for only about four months. Part of their spiel to me that made me choose to switch my money over to them was the fact that they recommended so strongly having a trust. And that’s something that I hadn’t gotten around to or really thought about in depth or understood in depth.”

Another advisor rated ePIC’s Outsourced Estate Planning Team at “1000 on a scale of 1 to 10” after seeing his clients move seamlessly from education to a fully funded trust, with the promise of referring friends and family to get their estate plans done, too.

Why It Matters Now

According to industry data, over 70% of advisors lose client assets when wealth transfers to the next generation. With the Great Wealth Transfer projected to exceed $124 trillion, ePIC University empowers advisors to position themselves as the trusted family partner, not just another product provider.

By integrating marketing, training, and human-led support, ePIC ensures every advisor can build a business rooted in confidence, compliance, and connection.

“Estate planning has long been viewed as complex. ePIC has simplified it, systemized it, and made it scalable.” - Rosalie Perkins, CMO

Access and Enrollment

ePIC University is available to all licensed financial professionals at a cost, and is free for ePIC Advisors.

Advisors working with Brokers Alliance, a leader in the IMO/BGA space, will be the first to access the program, marking a strong start to a broader rollout across the independent distribution channel Carter Wilcoxson knows so well.

Official Launch Date: December, 2025

About ePIC Services Company

ePIC Services Company delivers the only comprehensive estate planning solution built for financial professionals. The company integrates marketing automation, client acquisition systems, and legal implementation through its proprietary eStatePlan™ Portfolio, providing advisors with a full-service estate planning experience for their clients, including attorney reviews, white-glove client onboarding, and lifetime plan changes at no additional cost.

Through education, empowerment, and execution, ePIC helps advisors differentiate, deepen relationships, and dominate in the era of the Great Wealth Transfer through their Great Retention Strategy model.