Advisors EP

06/09/2026

Four years ago, Advisors EP was just an idea.

Today, we're honored to share that Advisors EP has been added to the Kitces Advisor Services Map in the Outsourced Estate Document Preparation category.

Over the past four years, we've worked to build a truly outsourced, turnkey estate planning solution that helps advisors move beyond simply obtaining documents and toward helping clients implement and maintain estate plans that work in real life.

This milestone would not have been possible without the trust of our advisor partners, the support of our clients, and the guidance, innovation, and expertise of so many organizations throughout our industry. We are grateful for every company, partner, and professional who has helped shape our journey.

We're honored to be included alongside so many organizations we admire and thankful to the Kitces team for the recognition.

The work continues, and we're excited for what's ahead.

08/14/2025

📣 It's back-to-school season! Don't forget to offer complimentary state-specific powers of attorney documents (POA Financial and Health, HIPAA Release) to the adult children of parents completing an estate plan with AEP!

📧 Email [email protected] for your unique discount code.

Send a message to learn more

12/20/2024

The holiday season offers a chance for advisors to have meaningful conversations with clients, especially those with college-age children taking on new financial responsibilities.
Discussing how they will manage financial or medical affairs if they can't do so themselves is crucial. Initiating this dialogue during the holidays can be impactful. Advisors can suggest setting up a Powers Plan, which includes a Power of Attorney, HIPAA release, and optional Statement of Wishes for end-of-life decisions. This cost-effective plan ensures parents can continue providing care. Encourage clients to schedule an appointment with AEP to discuss a Powers Plan. "Plan for the worst, hope for the best" is not just advice—it's a strategy.

09/23/2024

The estate planning industry is going digital. Financial advisors who incorporate virtual estate planning services are staying ahead of the curve. Advisors EP offers everything you need to help your clients in a fully digital format.

09/20/2024

Looking to add more value to your services and deepen client loyalty? Integrate estate planning with Advisors EP. No legal expertise required—just straightforward organization, management, and guidance. Elevate your service offerings effortlessly and provide your clients with comprehensive support they’ll appreciate. Make estate planning a natural, valuable add-on that enhances your business and strengthens client relationships. 📈🔑

09/17/2024

On this Constitution Day, let's remember the importance of protecting our client's rights and legacies through thoughtful estate planning. At Advisors EP, we're here to help you every step of the way.

09/13/2024

Estate planning can be a maze of complexities, time constraints, and client expectations. At Advisors EP, we simplify the process for financial advisors by streamlining every step. Our service alleviates the headache of managing intricate details and allows you to focus on what truly matters—your clients. With our tools, you save valuable time, boost client engagement, and create a seamless estate planning experience. Say goodbye to the chaos and hello to efficiency! 🕒✨

09/10/2024

09/06/2024

Financial advisors, looking to provide estate planning without the complexity? Advisors EP offers a virtual solution that streamlines the process for you and your clients. Scale your services effortlessly and provide peace of mind. Ready to elevate your offerings? Let’s chat.