Lightning Your Path
Redefining the Future of Estate Planning
At The Estate Planning Institute (TEPI), we understand the complexities and challenges estate planning attorneys and financial advisors face every day. Our mission is to empower you with the tools, resources, and knowledge you need to elevate your practice, serve your clients better, and stay ahead in an ever-changing legal landscape.
Watch our short introductory video to learn how TEPI can help you transform client interactions and streamline your workflow.
Why Choose The Estate Planning Institute?
Comprehensive Educational Resources
Access a vast library of dynamic, animated videos that simplify complex legal concepts, helping you educate and communicate effectively with your clients.
Stay Ahead with Legal Updates
Receive timely updates on significant changes in estate planning laws, ensuring you remain compliant and informed. Plus, when laws change, you'll have new videos ready to share with clients and referral sources.
Exclusive Member Badge
Display the TEPI Member Badge on your website and marketing materials, signaling your commitment to excellence and earning your clients' trust.
Estate Planning Directory
Connect with fellow professionals through our forthcoming directory and forum. Share insights, discuss challenges, and grow your network in a collaborative environment.
Choose the Plan That Fits Your Practice
TEPI offers two tailored pricing plans to suit your needs. Each plan provides access to a range of valuable resources designed to enhance your practice, keep you informed, and help you better serve your clients—whether you’re just starting out or looking to expand.
Basic Plan
99
Perfect for solo practitioners and small firms looking to establish a strong foundation in estate planning.
What’s Included:
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Comprehensive Video Library
Access to our foundational videos on estate planning topics like wills, trusts, powers of attorney, and probate.
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Monthly Newsletter Content
Unlock exclusive access to advanced videos covering complex topics like ILITs, Family Limited Partnerships, and Series LLCs.
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TEPI Member Badge
Display your membership with pride! Add the TEPI badge to your website and marketing materials to build trust and authority with your clients.
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Email Support
Make the most of your TEPI membership by receiving timely email support for any questions you have or technical assistance you need.
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Directory/Forum Access (Coming Soon)
Connect with other TEPI community members in our forthcoming online directory and forum. Share insights, ask questions, and grow your professional network. Sign up for our mailing list and be the first to know when this feature is live.
Premium Plan
179
Ideal for established practices seeking advanced resources and priority support to stay on the cutting edge.
What’s Included:
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Everything in the Basic Plan, Plus:
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Advanced Video Library
Unlock exclusive access to advanced videos covering complex topics like ILITs, Family Limited Partnerships, and Series LLCs.
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Priority Email Support
Enjoy priority email support with faster response times and more personalized assistance for your queries and technical needs.
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Exclusive Legal Updates
Receive timely updates on significant changes to estate planning laws, delivered directly to your inbox. Ensure you and your clients are always informed.
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Directory/Forum with Enhanced Features (Coming Soon)
Access additional networking opportunities and premium content within the upcoming TEPI directory and forum. Participate in private discussions and exclusive events with other industry leaders.
Frequently Asked Questions
We know you might have some questions before getting started. Here are answers to the most common queries
we receive:
The Basic Plan at $99/month offers essential resources designed to help you build and strengthen your estate planning practice.
Still have questions?
Feel free to contact us. We’re here to help you make the most of your TEPI membership and grow your estate planning practice.
Stay Ahead with
The Estate Planning Institute
No matter which plan you choose, The Estate Planning Institute is committed to helping you grow your practice with the tools and resources you need to succeed. Subscribe today and start taking your estate planning practice to the next level.