Epic Services Company is a revolutionary estate and legacy planning firm built for the digital age, specializing in making comprehensive trust and estate services accessible and affordable. Through a unique combination of financial advisory support and a network of experienced attorneys, they deliver seamless, technology-driven solutions that eliminate the need for in-person meetings.
The company focuses on serving working-class Americans and families who have been historically underserved by traditional estate planning models. Their innovative eStatePlan™ platform allows clients to create, modify, and monitor their trusts online, offering a streamlined, collaborative process supported by independent financial advisors and legal professionals.
Services Offered
- Estate Planning
- Legacy Planning
- Trust Creation
- Financial Advisory
- Financial Consultation
- Financial Planning
- Tax Advisory
- Legal Services (via network attorneys)
- Digital Estate Planning
- Family Succession Planning
- Corporate Trustee Services
- Estate Planning for Advisors
Epic Services Company operates nationwide, offering services entirely online to clients across the United States. Their platform is designed for ease of use, enabling modifications in response to life events and ensuring that estate planning remains dynamic and current.
