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No subscription fees

for clients or advisors.

Empowering Advisors

Partner with AEP today and help your clients complete their estate plan.

Learn how AEP helps advisors uncover opportunities and prevent future complications while strengthening client bonds and helping retain generational assets. 

WHAT CLIENTS SAY

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August 2025

I feel so much better knowing this is done. My parents and friends want  to speak with you, too. They were really impressed by your attention to detail. This was a great experience, thank you again! I'm so glad 'my advisor' told me about 'AEP'!

Father and Son

July 2025

I talked to my mom after our meeting yesterday. She had so many questions. Her estate plan is from a local attorney and she definitely needs a review. They never discussed any of the funding tasks we did!  She's scheduled a consultation. Thanks again! 

Mother and Son

June 2025

Things have been overwhelming since 'my husband' passed. I can't say thank you enough. I feel so much better knowing this is done (CORRECTLY  AND THOROUGHLY!) and my children wont have a mess to deal with if something happens to me. Thank you again for your patience and making it so easy me me and 'my advisor'. 

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