Revolutionizing the Future of Estate Planning
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Elevate Your Practice with The Estate Planning Institute.
(Watch our short video to see how TEPI can transform your client interactions and streamline your workflow.)
Why Choose The Estate Planning Institue?
Comprehensive Educational Resources
Access a vast library of dynamic, animated videos that simplify complex legal concepts, helping you communicate effectively with your clients. Whether you're a novice or an expert, our content is designed to enhance your practice.
Stay Ahead with Legal Updates
Receive timely updates on significant changes in estate planning laws, ensuring you remain compliant and informed. When laws change, you'll have new videos ready to share with your clients and referral sources, keeping you top-of-mind.
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 upcoming directory and forum. Share insights, discuss challenges, and grow your network in a collaborative environment.
Choose the Plan That Fits Your Practice
We offer two tailored pricing plans to suit your needs, whether you’re just starting out or looking to expand your estate planning practice. 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.
Basic Plan
Perfect for solo practitioners and small firms looking to establish a strong foundation in estate planning.
What’s Included:
Premium Plan
Ideal for established practices seeking advanced resources and priority support to stay on the cutting edge.
Everything in the Basic Plan, Plus:
Our Video Library
Our video library is at the heart of what we offer at TEPI. Here’s a sneak peek at the content available in each plan:
Basic Package
Unlock essential estate planning knowledge with our foundational video series:
Understanding Basic Wills & Living Trusts: Good, Bad, Ugly
Powers of Attorney: Sancho to the Rescue
Probatebusters: Addressing the Myths and Misconceptions about Probate
Dying Intestate: Everybody Loves Ray's Estate Plan
Tying Assets to Living Trust: Fresh Prince
What is a Will
Revocable Living Trusts: Thurston's 3-Hour Tour
Robin is in the Hood: Estate, Capital Gains, and Gift
Welcome Back Carter: Legal Lessons for Parents of Adult Children
Special Needs Trust: An Extra Level of Love
Premium Package
Gain access to advanced content designed for experienced practitioners seeking deeper insights:
Family Limited Partnerships - Part 1: Concerning the Campesinos
Family Limited Partnerships - Part 2: Concerning the Campesinos
Corporate Transparency Act: What You Need to Know
ILITs: The Mystery Mobile Rides Again
Buy-Sell Agreements: Protecting Business Interests
Pre-Marital & Post-Marital Agreements: Securing the Future
Medicaid Planning: Navigating the Complexities
Remarriage and Blended Families: Estate Planning Essentials
Overview on Asset Protection
Frequently Asked Questions
We know you might have some questions before getting started. Here are answers to the most common queries we receive:
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.