Created to Help You Elevate Your Practice
The Estate Planning Institute was built with a vested interest in the future success of your practice and an extensive understanding of the complexities and opportunities attorneys and financial experts face.
The Story Behind The Estate Planning Institute
Estate planning attorneys and financial advisors perform highly involved, specialized work. The Estate Planning Institute (TEPI) aims to make it more agile and advantageous.
TEPI’s founders are a vetted, practicing estate planning attorney with over 30 years of experience and a business growth expert who ran one of the estate planning industry’s largest marketing agencies. They started the institute with a deep appreciation for the complicated, ever-changing landscape of estate planning. Professionals spend countless hours educating clients, staying current on legal shifts, and creating high-quality marketing materials. TEPI streamlines these tasks with premium, affordable resources—helping you save time and focus energy on the other demands of your practice.
TEPI’s founders also understand the importance of collaboration. As such, we’ve built a platform focused on networking and peer support. TEPI members gain access to a unique forum and badge, signifying their participation in a knowledgeable community of professionals who are always ahead of the curve.
TEPI’s Founders
Scott Anderson
Scott M. Anderson holds a BA in English and a JD from The Ohio State University. He is a practicing estate and asset protection lawyer who has represented clients in 28 states. Scott frequently shares his expertise with public and private audiences, in professional periodicals, and on the radio. He has been selected as a member of the National Registry of Who’s Who and the Association of Outstanding Professionals. He is a proud veteran of the United States Marine Corps.
Shawn Leamon
Shawn Leamon holds a BA in Economics and Philosophy from Dartmouth College and an MBA from IE Business School in Madrid, Spain. Shawn is a growth-focused executive who has repeatedly built, scaled, and transformed organizations, including one of the largest marketing agencies focused on estate planning. He has made notable contributions to the social innovation sector, garnering recognition and feature publications for his impactful work. He also created the Divorce and Your Money podcast, which hit over 1 million downloads. Shawn is now turning his full attention to The Estate Planning Institute.
Industry Experts on TEPI
TEPI’s video library has completely transformed how I communicate estate planning concepts to my clients. The animated explanations simplify complex legal topics, making it easier for them to understand the importance of proper planning. As a result, I've seen an increase in client engagement and more seamless case closings.
Using TEPI’s videos in my practice has been a game-changer. Clients who were once hesitant now grasp key estate planning strategies with ease, allowing me to close deals faster and with greater confidence. These resources have enhanced my credibility and made consultations more productive.
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.