For Advisors

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.

Our Value

Separate yourself from the pack

Asking your client if they have a Will is great practice. Helping them get one is a whole lot better. Set yourself apart by giving your clients another way to complete their estate planning.

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Refer with confidence
The only tool of its kind designed and built by experienced estate planning lawyers.
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Clients save money
Referrals sometimes lead to big bills and awkward conversations. With us, there are no surprises.
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Leverage our technology
Your clients get comprehensive estate planning documents. You’re the hero for helping them get there.

Our Committment

We’re here to help

We want you and your clients to get the most out of our service. Contact us by phone, email, or live chat to learn about what makes Epilogue different and how you can integrate it into your practice.

We love talking about estate planning, and want to show you how Epilogue can help your clients.

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Learn more about how we partner with advisors like you.

FAQs

How do you partner with advisors?

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.

Is there any subscription fee for Epilogue?

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.