Supercharge Your Practice with Quality Resources
For an affordable monthly membership, The Estate Planning Institute (TEPI) offers high-quality educational resources that keep your practice up-to-date, establish expert-level authority, and inform your clients about complex topics. Plus, leverage a wealth of additional benefits, like networking and continuing education opportunities.
The TEPI Video Library
Unlock unlimited access to our comprehensive library of engaging and informative videos.
Covering a wide range of estate planning topics, these videos offer insightful perspectives and easy-to-understand explanations that break down complex concepts in ways your clients can easily grasp. Save time on client onboarding and education with our extensive offering of high-quality content.
Instantly gain access to popular video presentations when you join. With a Basic Membership, you can view and share our core content library, and with a Premium Membership, you can take advantage of exclusive videos on high-level content.
Live Webinars and Q&A Sessions
Keep your practice current by regularly attending our live webinars, which cover various estate planning topics and provide the latest information on legal changes and industry trends. Get specific questions answered in our live Q&A sessions with other experienced attorneys in your field and related professionals.
Quality Marketing Content
Send high-quality newsletters to your clients by leveraging our pre-written information on pertinent topics. Engage readers with compelling TEPI content prepared in collaboration with estate planning experts.
Other Key Member Benefits
TEPI Member Badge
Enhance your company’s credibility by displaying your TEPI Member Badge on your website and in marketing content.
Monthly Newsletter Content
Engage your clients with pre-generated newsletter content that provides up-to-date, enriching content on estate and financial planning.
Online Courses and Certification
Deepen your knowledge with our structured online courses related to estate planning. Upon completion of each course, you’ll receive a certificate to showcase your enhanced expertise.
Exclusive Legal Updates
Stay informed with regular updates on changes in laws and regulations affecting estate planning. Our timely updates ensure you’re always ahead of the curve.
Directory/Forum Access
Expand your network by communicating with other talented professionals using the TEPI directory and forum. Share information, get questions answered, and collaborate with top industry figures.
Job Board
Whether you’re hiring or seeking opportunities, our job board has you covered. Post and apply for job openings related to estate planning and connect with potential employers or employees.
TEPI Members Can
Pre-Sell Services
Use our resources to pre-sell your services to prospective clients. Save time by helping your clients understand their estate planning options before they come to your office.
Access Resources 24-7
Access our resources anytime, anywhere. With compatibility across various devices, including desktop computers, laptops, tablets, and smartphones, our content is always at your fingertips.
Keep Clients & Referral Sources Informed
Share our videos with your clients and referral sources. These easy-to-understand resources help you keep your clients and referral sources updated and informed.
Enjoy Discounts on Legal Software or Services
Benefit from our partnerships with leading providers of legal software and services. As a member, you’ll enjoy exclusive discounts on law practice management software, legal research tools, continuing education courses, and more.
Efficiently Train New Hires
Fast-track the learning process for new hires with our educational resources. Get your new associates and paralegals up to speed faster with our entertaining and instructive presentations.
TEPI members enjoy all of these benefits and more for the affordable price of just $99 per month.
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.