A simple and affordable estate planning solution for your clients
Whether you are an accountant, insurance professional, or investment advisor, you and your team should focus on what you do best. Let us help your clients prepare their Wills.
We partner with professional advisors across a number of disciplines, including accounting, investing, insurance, and real estate. Every advisor has their own unique client relationships and ideas for the best way to integrate Epilogue into their practice. Please contact us to discuss these options.
With Epilogue there is no commitment and there are no subscription fees for you or your clients. Estate planning documents can be created, and then updated for free at any time.