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Empowering Advisors
Partner with AEP today and help your clients complete their estate plan. Discover how AEP helps advisors identify plan improvements and prevent future complications, while strengthening client relationships and supporting the retention of generational assets.
No Advisor. No Problem.
Completing your estate plan should be simple—not stressful. At AEP, we provide clear, convenient, and personalized estate planning at a fair price. Our process goes beyond the basics, covering the important details others often overlook—because when it comes to protecting your legacy, shortcuts are never the answer.
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We educate you during planning, guide you through preparation, and provide custom instructions afterward to ensure nothing slips through the cracks. This is professional, hands-on planning from a team that truly cares.
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We’re here to support you now—and when it matters most. Ask about our administration services to ensure your loved ones have a trusted team by their side when the time comes.
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No financial advisor? No problem. You can work with us directly, and if financial planning questions arise, we’ll connect you with one of our trusted partner advisors who understand how estate and financial planning work hand in hand.
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Book your appointment today and discover why so many families trust and refer AEP.
WHAT CLIENTS SAY
August 2025
I feel so much better knowing this is done. My parents and friends want to speak with you, too. They were really impressed by your attention to detail. This was a great experience, thank you again! I'm so glad 'my advisor' told me about 'AEP'!
July 2025
I talked to my mom after our meeting yesterday. She had so many questions. Her estate plan is from a local attorney and she definitely needs a review. They never discussed any of the funding tasks we did! She's scheduled a consultation. Thanks again!
June 2025
Things have been overwhelming since 'my husband' passed. I can't say thank you enough. I feel so much better knowing this is done (CORRECTLY AND THOROUGHLY!) and my children wont have a mess to deal with if something happens to me. Thank you again for your patience and making it so easy me me and 'my advisor'.