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Our Services
FREE
For Clients Referred by an Advisor. Learn the Basics of Estate Planning and Choose Your Next Steps.
125 US dollars
125 US dollars
Purchase Additional Planning Sessions for Ongoing Tasks You Would AEP to Handle.
225 US dollarsSchedule an introduction for your Successor Trustee and Beneficiaries with AEP and your Advisor.
The Review of Estate Plans Prepared by AEP, or Plans Drafted by EncorEstate Plans (formerly Helios)
225 US dollars- 350 US dollars
400 US dollars- 850 US dollars
Essential administration services to help clients manage and organize trust structures efficiently.
600 US dollars
Purchase Essential Workflows to Help You Through Plan Submissions, Implementation, and Onboarding.
89 US dollarsPurchase Pro Level Workflows to streamline your firm's estate planning process from start to finish.
229 US dollars
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