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EPT Marketing System

Comprehensive Marketing plan

EPT offers a truly comprehensive marketing plan designed to increase your business income. With the Estate Planning Teams "step-by-step guide" on how to get started so that you can begin growing your business immediately.

Personalized lead generation websites

As a member of EPT, you will receive your own personalized lead generation website(s), a turn key marketing plan with "step-by-step instructions" on how to partner with other professionals to earn their referral business and gain access to high net worth clients.

Web based tracking system

EPT members receive a web based tracking system referred to as the "EPT Dashboard". The EPT Dashboard is a data manager which displays your leads, client contact information, the progress of your pending cases, outstanding documents and task status. Your EPT Dashboard displays case status from the estate and tax attorneys processing your cases so you always know where your cases stand. Your EPT Dashboard will help you efficiently manage the leads generated from your website(s), marketing efforts and seminars from start to close.

Marketing Materials

EPT has a library of pre-designed postcards, email campaigns, seminar invitations, advertisements and presentation materials available to all EPT members. EPT will customize any item with your contact information, photo, logo, etc. With the click of your mouse you can order mail lists, envelope addressing and postage and have your marketing campaign directly mailed out.


PowerPoint Presentations are available for your use in educating your clients and prospects on the features and benefits of each estate planning strategy. A separate PowerPoint Presentation is available to show other professionals why they would want to refer their clients to you and how they will directly benefit from those referrals.

Tax and Estate Planning Experts

As an EPT member, you are provided the assistance of qualified estate and tax attorneys, CPA's, trust case managers and other experts to assist in the evaluation and analysis of your client’s needs as based on that particular client's facts and circumstances. These experts provide the legal documents, services and counseling necessary to form trusts and other estate tax planning strategies and professionally assist you in the close of your cases.

EPT pledges that you can rest assured that your clients questions are answered promptly and accurately.

Join Now and start growing your business today!

Certain licensed professionals may be eligible to receive solicitor’s fees depending on whether the state that they reside allows for the payment of same. Please contact EPT for more information pertaining to whether you are eligible to participate in the EPT Partner’s Program.