Empowering Advisors
Partner with AEP today and help your clients complete their estate plan. Discover how AEP helps advisors identify plan improvements and prevent future complications, while strengthening client relationships and supporting the retention of generational assets.
Empowering Clients
Completing your estate plan should be simple—not stressful. At AEP, we provide clear, convenient, and personalized estate planning at a fair price. We go beyond the basics, covering the critical details others often overlook—because when it comes to protecting your legacy, shortcuts are never the answer. Book your appointment today and discover why so many families trust and refer AEP.
Why AEP
We educate you during planning and preparation, and provide custom instructions afterward to ensure nothing slips through the cracks. You deserve professional, hands-on planning from a team that genuinely cares.
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We support you now—and when it matters most. Our administration services ensure your loved ones have a trusted team by their side when the time comes.
Need an Advisor
We've got you covered. If financial planning questions arise, we'll connect you with one of our trusted partner advisors or tax professionals who understands how estate, financial and tax planning work hand in hand.
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For clients without an advisor, we provide additional resources to simplify account ownership and beneficary updates. Our custom funding instructions consist of clear actionable items.
Clear Pricing
There are no hidden fees or confusing add-ons. We keep it simple with flat, transparent pricing that applies to individuals and married couples Comprehensive Plan Pricing $2,900 – Trust-Based Plan $1,450 – Will-Based Plan You receive hands on planning with professionals and your documents arrive ready to sign. You also recieve electronic packets of pertinent documents to share with those fulfilling a role in your plan. Trust-based plans include the deed transfer of your primary residence (in most states) and custom funding instructions. Additional fees only apply when there’s added complexity — such as extra real estate or business interests — meaning you’re paying for expanded scope, not surprise costs.
WHAT CLIENTS SAY
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'!
I talked to my mom after our meeting yesterday. She had so many questions for me. 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!
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 and 'my advisor'.