Partnering for
Success.
Coordinating your client's Estate Plan through Advisors EP is a new school approach that incorporates your client's financial plan and delivers TRUE client-specific funding instructions.
Our Certified Estate Planners and Estate Plan Coordinators also *introduce you to the individuals filling the key roles within their Estate Plan. Trustees and Executors deserve a road map with you as their guide!
*With Client Consent.
Why Choose Advisors EP?
​Did you know that only 33% of Adults in America have an estate plan? DID you know only 26% of adults have an ​Effective plan? Did you know Estate plans are often left unfunded and out-of-date, or people fail to prioritize ​completing them?
We are passionate about estate planning and believe a comprehensive, fully funded Estate Plan should be the ​cornerstone of a solid Financial Plan. We’re here to help your clients avoid probate, potentially save thousands, and ​maintain control of their estate during life and after death. It's time to provide the services today's modern clients expect to be in-house.
Our team of Certified Estate Planners and Estate Plan ​Coordinators is ready to help your firm integrate estate planning services into your practice. By ​leveraging modern technology, we provide your clients with a cost-efficient, client-centric process.
Does sending your client with a straightforward estate plan to a local attorney, only to have them return with little understanding of their estate plan and no funding instructions, sound familiar? Schedule an appointment today to see how Advisors EP helps generate referrals and helps retain assets during this unprecedented wealth transfer. Let us show you how we help independent firms strengthen ​their client bonds and preserve their hard-earned book of business.
The great wealth transfer has begun, and no ​Financial Plan is complete without an Estate Plan!